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3 Minute Read

Demonstrating Value to Benefits Clients with Applied Epic Activities and Reporting

Date Published:

Robbie Hartman headshot.

By: Robbie Hartman


3 Minute Read

Demonstrating Value to Benefits Clients with Applied Epic Activities and Reporting

Date Published:

Robbie Hartman headshot.

By: Robbie Hartman


Your dedication to aligning the right employee benefits with the right benefits strategy earns your clients’ trust and business. Your efforts also make a difference in the lives of everyday employees, helping them improve their health and retirement standing.

But is all of your hard work being recognized?

Our Customer Success team's latest workshop, Best Practices for Tracking Employee Benefits Servicing Work in Applied Epic, shows how to document your work in Applied Epic® and run reports to share your full value with clients.

Track Your Servicing Work

JC Mahan, Solutions Specialist at Applied, notes that the efforts of benefits brokers can essentially be placed in two buckets — one labeled “Renewal” and one called “Everything Else.”

Renewals will always be an essential part of your business. It’s your annual opportunity to assess an employer’s plan and look for the best placement based on their needs.

But it’s everything else you do that separates you from the competition. And in today’s business world, you’re tasked with doing more than ever before to support your clients in the employee benefits space.


This is where Activities in Applied Epic can help to capture your value by tracking the full range of your servicing work.

You can use unique activities to document servicing work such as:

  • Enrollment and eligibility changes

  • Compliance needs related to ACA, ERISA, HIPAA and more

  • Billing reconciliation with insurers

  • Claims advocacy

  • Wellness and employee education

  • Monthly or quarterly claims analysis reporting

  • Prescription drug reviews

  • Stop-loss monitoring

You get to decide on any or all of the tasks you want to track in Applied Epic, and then run a stewardship report to highlight your achievements to clients.

Mahan demonstrates how to configure activity codes with corresponding tasks. This helps to track progress when an activity has multiple steps, such as adds and terms that require submitting information to the insurer and receiving insurer confirmation.

If you support clients with enrollment or eligibility submissions, tracking these efforts in Applied Epic serves the dual purpose of demonstrating your work and capturing data for auditing purposes. You can also attach completed HIPAA authorizations collected during claim advocacy, schedule As from insurers for Form 5500 filings and more.

Generate Stewardship Reports

After you enter and track your activities, you can generate reports demonstrating all you’ve accomplished. Mahan recommends sharing your stewardship reports during pre-renewal meetings and midyear check-ins with clients.

You decide which fields to include in your reports. For example, you might select activity codes, task descriptions, start dates, status updates, and time spent on each activity and in total.

Reports can be run on a per-client basis. At any point, you can manually generate reports based on the fields or clients you desire. In addition, you can use relative dates to schedule reports to automatically generate a certain number of days prior to renewal.

Taking the First Step

If you haven’t started tracking your activities, Applied Epic makes it easy to get up to speed. As a reminder of the importance of taking that first step, Mahan quotes a Chinese proverb: “The best time to plant a tree was 20 years ago. The second best time is now.”

Watch the on-demand workshop to learn more about using activities and reporting for your servicing work in Applied Epic.

  • Robbie Hartman headshot.

    Robbie Hartman

    Content Writer

    Robbie Hartman, Content Writer at Applied, specializes in Employee Benefits for Applied Marketing Automation.

    All Posts by Robbie Hartman