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Growth in the benefits book
Adding benefits clients doesn't mean adding a separate system or a separate team to run it.
Applied Epic Benefits plan management
Run your entire benefits book from one connected workspace
Service a benefits account, update plan details and quote to enroll from the same system used by your P&C team. Eliminate the swivel chairing between different applications.
Benefits shouldn’t be this hard to manage in a system built for P&C business
Plan details arrive as PDFs, so your team rekeys them into quoting and enrollment systems. Answering one renewal question means opening six places.
The Benefits Workspace in Applied Epic keeps the whole plan lifecycle on one account – enter plan data once, then work from it.
Key benefits
What centralized benefits servicing and plan management changes for a benefits team
Shorter ramp for new staff
A new hire works from structured plan records instead of learning where a previous person kept things, so they're useful sooner.
Cross-line revenue from existing clients
Your P&C clients are benefits prospects, and the plan sits on the account your producers already work.
Fewer errors downstream
Your team keys plan details once rather than into three systems, so what reaches enrollment and accounting matches the carrier documents.
Manage a benefits account end-to-end without leaving the workspace
How it works
See account and plan data together
Search one workspace for account and plan information, associated activities and communications, and more. Act on it without the time or cost of opening another application.
Organize plan detail the way benefits teams work
Keep every plan's information and documents together, arranged around how a plan is managed day to day. No more paper files lost on your desk.
Handle a plan without changing context
Edit, copy, renew or cancel from the account you are on, with the renewal timeline in view.
Let your systems do the data entry – your team just confirms it
How it works
Pull plan data out of carrier documents
Upload a Summary of Benefits and Coverage, and AI writes the data into the matching plan details. No rekeying, just approving.
Review anything AI is unsure about
Flag low-confidence values for a person to confirm before they are written to the account. AI accuracy builds at every step.
Push plan data to Employee Navigator
Send account and plan data out for enrollment from the account you are already working in. Keep systems in sync without rekeying data.
Key features at a glance
Everything it takes to keep a benefits book serviced and in sync with the systems around it.
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Benefits-specific plan details
Enrollment counts, compliance dates and plan versions have their own place, not a P&C workaround.
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Structured plan forms
Purpose-built plan forms replace custom ones, so plan data is consistent enough to automate and report on.
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Quoting and enrollment connections
Plan data returns from an outside quoting platform, and account data goes out to start a quote.
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Integration management
Map data, resend a push or remove a benefits administration link without opening a support ticket.
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Benefits data in reporting
Benefits details feed Applied Epic reports and dashboards for renewal lists, compliance views and stewardship reporting.
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Servicing contacts and relationships
Servicing contacts, agency-defined categories and account relationships sit on the account rather than outside it.
AI automation built into Applied Epic
Epic Conductor puts AI to work across the assembly line of insurance, wiring together workflows in placement, servicing, accounting, and renewals to take manual, redundant work out of your day. It runs directly inside Applied Epic, using the data, records, and permissions you already have set up. Your team hands off the rekeying and searching, and spends more time growing the top line and doing the advisory work you know best.
What customers see from Benefits Workspace
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67%
Faster plan data entry
Time saved when AutoFill enters a plan's benefits data instead of someone typing it by hand.
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6x
Fewer clicks to plan details
The client account and its coverage open together in one workspace.
Frequently asked about Benefits Workspace
It’s the hub in Applied Epic where a benefits account gets serviced. Plan data lands here, then moves out to quoting tools and enrollment systems. Automated plan entry, a two-way quoting connector, and Employee Navigator sync all run from the workspace your team already uses.
Quotes Benefits is where a broker models plans and builds a proposal for a client meeting. Benefits Workspace is where that account gets serviced afterward: account and plan management, automated data entry, and Ben Admin sync. Plan data moves seamlessly between the two.
Upload a carrier SBC or plan document, and AutoFill extracts the data directly into the matching plan fields, covering Medical, Dental, Vision, and Ancillary plans. Anything AutoFill isn’t confident about gets flagged for review before it’s confirmed and written to the record, so a person checks the result before it’s final.
Yes. Account and plan data is pushed from Applied Epic straight to Employee Navigator for enrollment, triggered by an integration button in context on the account being worked on.
Finalized plan data can be pulled into Applied Epic from the outside quoting tool, and Benefits Workspace is where it lands – synced to account and plan records without anyone rekeying it. It’s the same connector described on the Quotes Benefits page; the workspace is simply where the data ends up.
Renewal timing, plan changes, and cancellations get tracked right on the account in Benefits Workspace, so a renewal doesn’t depend on a separate spreadsheet or tracking system to know what’s coming due.
An agency management system runs your whole benefits book in one place as your P&C business – account data, plan details, servicing, and commissions all live in one place. Benefits administration software, such as Ben Admin or an HRIS platform, manages enrollment and eligibility for a single employer. Benefits Workspace connects to those systems and syncs with Employee Navigator, rather than replacing them.
Go deeper on Benefits Workspace
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Blog
What to Look for in a Benefits-Ready AMS: 5 Capabilities That Eliminate Manual Work
Discover five must-have capabilities that separate a benefits-ready AMS from a system with benefits bolted on, and how AI and connected workflows eliminate manual work.
Read Now -
Thought Leadership Video
Becoming a Digital Benefits Broker
Watch this video to learn how with this connected experience you gain one view of the customer, Benefits plan design, marketing automation, and pipeline and renewal management.
Watch Now -
eBook
Why Employers Hate Their Annual Benefits Renewal
The traditional spreadsheet approach to renewals is cumbersome, frustrating and makes it tough for employers to make the best decision for their budget and employees.
Read Now
Ready to service benefits from one experience?
See how the Benefits Workspace in Applied Epic lets you manage every account and sync plan data without keying it three times.