Get to Know Eppione's BrokerAI: The Future of Employee Benefits for Consultants

DUBLIN 1, Ireland - April 28, 2025 - PRLog -- Eppione, a leader in global employee benefits, is excited to announce a beta release of BrokerAI, a new module designed to transform the behaviours and performance of brokers in the employee benefits sector. BrokerAI leverages artificial intelligence to ensure regulatory compliance, automate time-consuming tasks and provide actionable insights, allowing brokers to spend time with the clients who most need their help and consequently securing more business.

For most Brokers, balancing regulatory requirements and administration with the commercial need to generate new business can difficult. They routinely struggle to identify the clients who really need help addressing their pension, investments, insurance coverage and wider benefit needs. Existing systems and process do not provide actionable insights or generate qualified leads for Brokers to follow up and this is where BrokerAI steps in.

The core Eppione Platform contains all the personal, demographic and financial data for a broker's client base.  BrokerAI sits on top of the Eppione platform and turns this data into revenue-driving insights, automating tasks such as client communication and global benefits management. It also identifies cross-sell and upsell opportunities in real-time, helping brokers work smarter and save time.

Key features include:

• Recommendations engine with propensity to buy indicators
• Automated draft statement of suitability to align with regulatory requirements and best practice
• A unified dashboard for client opportunities, justifying each recommendation
• Automated alerts for time-sensitive events such as renewals
• Customised client reports

Smart notifications keep brokers updated on key developments with the client base.  These tools help brokers manage client relationships more effectively, boosting revenue per policyholder, improving retention, and streamlining administrative tasks.

David Kindlon, CEO of Eppione, said:
"As someone with years of experience in the insurance industry, I know firsthand the challenges brokers face—balancing administrative tasks, compliance, and client expectations. BrokerAI was built to address these pain points, giving brokers the freedom to focus on what truly matters: delivering exceptional value to clients. With BrokerAI, brokers can proactively meet client needs and grow their businesses with ease."

As the industry evolves, BrokerAI represents the future of employee benefits for brokerages. By empowering brokers with AI-driven tools that streamline processes, align with regulatory requirements, and improve sales behaviours, BrokerAI is transforming the way brokers operate in the modern insurance landscape.

Learn more about BrokerAI here: Eppione's BrokerAI (https://www.eppione.com/why-eppione/employee-benefit-brok...)