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 are purpose-built for the group benefits industry. Through automation, our suite of technology:
- Eliminates redundant work across the benefits department.
- Provides reliable, client-ready reporting.
- Supplies high quality reporting organization-wide, regardless of who services the account.
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.
EpochBoards delivers stable, consistent reporting without disruption from staffing changes or competing priorities.
Reporting is always available, client-ready, and uniform across teams.
For leadership, this means confidence in what is delivered to clients and assurance that reporting quality does not vary based on who services the account.
Eliminate manual data entry and presentation building—freeing teams to focus on advising clients instead of preparing materials.
Elevate your services with cutting edge solutions. Dashboards that prove you have the resources to compete with the biggest brokerages in the industry.
Unify data from multiple sources and automatically refresh reports as new information becomes available—without manual intervention.
Deliver insights throughout the year—not just at renewal—so clients understand trends as they develop and advisors can guide them with context.
Increase meaningful touch points by providing a clearer, more consistent reporting experience that helps clients understand what’s happening—and what’s coming next.
Clear, visually engaging and modern reporting makes information easier to understand — creating continuity that supports higher-level, more engaging client conversations.
Clients receive more strategic advising when you are focused on them and not data entry and presentation building.
Consistent reporting throughout the plan year creates a more dependable client experience and stronger advisor relationships.
This is one example of a single report; actual reporting is customized to each broker's unique preferences.
Check out answers to common questions below. Let's have a conversation - just contact us and we'll respond promptly
Yes, we support all groups and funding strategies.
Our solutions are designed to scale across a wide range of client sizes.
Uniform reporting ensures that service quality is not dependent on account size—allowing brokers to deliver consistent insights across their entire book of business.
Most brokerages create reports internally. The challenge we see is that it takes significant resources - both time and effort to produce those reports consistently and at a high level.
When reporting depends on internal resources and manual preparation, quality and timing often vary based on who is available to do the work. That limits consistency and detracts from advisory and service responsibilities.
EpochBoards automates the reporting process, providing turnkey reporting capabilities for both fully insured and self-insured clients, thus reducing the ongoing resource burden while delivering more consistent, higher-quality, client-ready reporting—without relying on individual effort throughout the year.
Yes. EpochBoards supports plan-year dashboards, renewal exhibits, utilization, demographic, benchmarking, and other reports brokers deliver.
More importantly, these reports are created within a consistent, client-ready structure—so insights are available throughout the year, not just during renewal.
Yes. EpochBoards integrates with most common data sources and can recreate and enhance the reports your teams already rely on.
Customization happens within a consistent reporting framework—so flexibility never comes at the expense of clarity, quality, or uniformity across teams.
EpochBoards is not a traditional analytics platform.
We do the work for you.
While analytics tools provide valuable data access, they require you to do the work and build reports yourself. EpochBoards removes that burden by delivering fully built reporting.
Our focus is operational reliability, clarity, and consistent delivery—removing the preparation burden so teams can focus on higher-value advisory work.
Yes. EpochBoards offers plan-year dashboards, renewal exhibits, utilization, demographic, benchmarking, and other reports brokers deliver.
Yes. We understand the importance of showing—not just explaining—how you service clients.
We’re happy to provide sample dashboards that reflect the standard, reporting your teams would deliver.
Your teams have access to reports at all times. As new data becomes available, reports are updated automatically.
At no point do we remove reports or take them offline—ensuring continuity and reliability for both advisors and clients.
Many clients are surprised by how much clarity improves client engagement. Having key insights in a single, consistent format reduces document overload and helps clients focus on what actually matters—making conversations more effective and efficient.
By making insights available consistently throughout the year, clients are better prepared for developing trends—good or bad—leading to calmer, more productive renewal conversations.
Our reporting helps clients better understand their data while freeing your teams to focus less on preparation and more on guidance and consulting.
