Quarterly Commentary & Client Letter for Benefits Brokers with Employee Navigator
The Problem
Benefits Brokers write the same quarterly market commentary each client expects — and the personalization that would actually retain clients gets skipped.
What We Build in Employee Navigator
AI drafts firm-level commentary and personalizes per-client paragraphs from Applied Epic data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Employee Navigator — uses the native API or agent integration so nothing leaves the system of record.
Employee Navigator Integration Approach
Audit your Employee Navigator configuration
We map the specific Employee Navigator objects, custom fields, and workflows the automation needs to touch for your employee benefits practice.
Build on the Employee Navigator API or agent
Integration happens inside Employee Navigator — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Employee Navigator with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Employee Navigator instance
30-minute call. We'll look at your actual Employee Navigator setup and show exactly how this workflow fits.