A. 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.
B. EpochBoards automates the creation of client-ready benefits reporting—transforning how brokerages operate.
Reporting becomes consistent across teams and available throughout the year, freeing advisors to focus on guidance instead of preparation.
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.
EpochBoards’ technology-driven solutions are purpose-built for the group benefits industry, shaped by decades of brokerage experience.
Our automation supports producers, client executives, and data teams by eliminating redundant work and ensuring reporting is created accurately and consistently—every time.
The result is reliable, client-ready reporting delivered uniformly across the organization, 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 offer with new-age 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 conversations 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.
Increase meaningful touch points with clearer, consistent reporting that helps clients understand current trends and engage more productively in advisory conversations.
Clear, visually engaging reporting makes information easier to understand over time—creating continuity that supports higher-level, more productive client conversations.
Clients receive more strategic advising when data entry and presentation-building are removed—allowing advisors to spend more time applying their expertise to guidance and decision-making.
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 client’s unique preferences.
Answers to common questions are below. If you’d like to discuss your specific situation, we’re happy to continue the conversation. Just contact us and we'll respond promptly
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 helps clients better understand their data through clear, intuitive, and visually engaging reporting.
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.
At the same time, automation frees your teams to focus less on preparation and more on guidance and consulting.
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.
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.
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, client-ready reporting your teams would deliver using EpochBoards.
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.
EpochBoards is not a traditional analytics platform.
While analytics tools provide valuable data access, they require teams to log in, explore, and build reports themselves. EpochBoards removes that burden by delivering fully built, client-ready reporting—so your team doesn’t spend time constructing dashboards or presentations.
Our focus is operational reliability, clarity, and uniform delivery—not self-service data exploration.
