EpochBoards revolutionizes data operations for benefits brokers through automation. By eliminating manual work and streamlining reporting, we empower brokers to focus on strategic decision-making and client satisfaction.
EpochBoards’ technology-driven solutions originated from decades of experience in the group benefits industry. Our automation and dashboards are built to help producers, client executives, and data teams to eliminate redundant work, streamline operations, and ensure consistent and error-free deliverables.
Your data is unique, and how you harness it should be too. Unify varied sources of data and incorporate the calculations and reports your group needs. The EpochBoards team customizes every solution to suit your organization, and can do so within weeks, not months.
Your team will have access to up-to-date, visually-engaging, dynamic dashboards and custom insights, without any threat of interruption due to staffing, training, or competing priorities. All while leveling up the presentations and insights you provide your customers — powered by EpochBoards.
Eliminate 100% of data entry
and 100% presentation building. Maximize your team's productivity and potential.
Elevate your offer with new-age solutions. Dashboards that prove you have the resources to compete with the biggest brokerages in the industry.
Unify data from various sources and entities. Automatically sync and refresh presentations as new data is made available.
Our comprehensive presentations include plan year, benchmarking and renewal exhibits in addition to custom reports tailored to your organization.
Increase meaningful client touch points by delivering frequent reports for all of your clients regardless of size.
Upgrade from static reports to interactive presentations. Opt for visually appealing, intuitive graphics over intimidating raw data.
Remove the burdens of data entry and presentation-building, freeing your team to showcase your expertise and superior capabilities.
Elevate your organization's standards by adopting uniform formats for all producers, client executives, and data team members.
Answers to the most comment questions follow, but if you need more information, we're here to help! Just contact us and we'll respond promptly
Yes! We create plan-year dashboards, renewal exhibits, utilization, demographic and benchmarking reports, as well as most other standard reports your team needs to create.
Yes, we integrate from most data sources and can reimagine and recreate almost any report you use.
Our dashboards provide simple, intuitive visuals to help tell the story of the data. Instead of blank faces nodding at charts and numbers, these dashboards bring the data to life.
Additionally, our automation frees up countless work hours so your teams can spend more time showing off their expertise and providing excellent consulting.
Our clients have shared that having all the important data on one page, eliminating document overload in client presentations, is one unexpected benefit of our service.
We predominantly work with groups that fall into mid-market health insurance.
Of course. We understand the importance of sales, sharing how you service clients and being able to show off what makes you different from the rest of the industry.
Give us a call or drop us a note, and we'll provide exactly what you need.
You have access to the reports at all times. As new information is made available the reports are updated but at no point in time do we take them away from your teams.
EpochBoards increases the solutions and resources available to your organization, with a tech-forward approach that creates massive efficiencies for your team members. Our dashboards support your efforts to compete with and outperform your competition.
