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Schedule Demo

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 * Sample Dashboard
 * Features
 * FAQ
 * Contact
 * Get started


Schedule Demo



ELIMINATE BUSY WORK


UNLOCK THE POWER OF YOUR BENEFITS DATA

We believe in empowering EVERY agency. Your goals, focus, and clients are unique
to your agency. We know one-size-fits-all solutions don’t work in our industry.

Try Our Interactive Dashboard
Schedule Demo






TRY OUR SAMPLE PLAN-YEAR DASHBOARD*

Eliminate 100% of data entry
Intuitive design
All Client Data In One Snapshot
*Demo sample of the interactive plan year dashboard
Get in touch


DRIVE MORE VALUE - DELIVER BETTER RESULTS

External Value Intro

Our Process
Internal Value Intro


CLIENT ENGAGEMENT

Increase meaningful client touch points by delivering reports for all of your
clients regardless of size.
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DYNAMIC  REPORTS

Upgrade from static reports to interactive presentations. Opt for visually
appealing, intuitive graphics over intimidating raw data.



FOCUS ON STRATEGY

Remove the burdens of data entry and presentation-building, to better showcase
your expertise and superior consulting capabilities.



CONSISTENT EXCELLENCE

Elevate your organization's standards by adopting uniform formats for all
producers, client executives, and data team members.



ONBOARD

We take the time to know your organization's unique needs, gather the necessary
data and develop designs that support your mission and vision.


AUTOMATE

Utilizing our custom code, we eliminate manual data entry and create tailor-made
presentations enabling you to analyze data for clients of all sizes.


CREATE

We build intuitive, dynamic, powerful presentations conveniently housing your
whole book of business in one location.
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OPTIMIZE

- More data
- More original
- More insight
- Less busy work
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SAVE TIME

Eliminate:
-100% of data entry
-100% presentation building
Maximize your team's productivity and potential.
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NEW RESOURCES

Elevate your offer with new age solutions. Dashboards that prove you have the
resources to compete with the biggest brokerages in the industry.


DATA INTEGRATION

Unify data from various sources and entities. Automatically sync and refresh
presentations as new data is made available.
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YEAR ROUND

Our comprehensive presentations include plan year, benchmarking and renewal
exhibits in addition to custom reports tailored to your organization.


FREQUENTLY ASKED QUESTIONS

Answers to the most comment questions follow, but if you need more information,
we're here to help! Just contact us and we'll respond promptly


DO YOU HAVE MORE THAN PLAN YEAR PRESENTATIONS AND RENEWAL EXHIBITS?

Yes! We create plan-year dashboards, renewal exhibits, utilization, demographic
and benchmarking reports, as well as most other standard reports your team needs
to create.




CAN YOU ACCOMODATE ANY REPORTS WE USE?

Yes, we integrate from most data sources and can reimagine and recreate almost
any report you use.




HOW DOES EPOCHBOARDS IMPACT MY CLIENTS?

Our dashboards provide simple, intuitive visuals to help tell the story of the
data. Instead of blank faces nodding at charts and numbers, these dashboards
bring the data to life.
Additionally, our automation frees up countless work hours so your teams can
spend more time showing off their expertise and providing excellent consulting.




WHAT'S A BENEFIT I WOULDN'T EXPECT?

Our clients have shared that having all the important data on one page,
 eliminating document overload in client presentations, is one unexpected
benefit of our service.




WHAT SIZE GROUPS DO YOU WORK WITH?

We predominantly work with groups that fall into mid-market health insurance.




CAN YOU PROVIDE A SAMPLE WITH DUMMY DATA FOR SALES PURPOSES?

Of course. We understand the importance of sales, sharing how you service
clients and being able to show off what makes you different from the rest of the
industry.
Give us a call or drop us a note, and we'll provide exactly what you need.




WHEN DO WE HAVE ACCESS TO THE REPORTS?

You have access to the reports at all times. As new information is made
available the reports are updated but at no point in time do we take them away
from your teams.




HOW DOES THIS HELP ME COMPETE IN THE INDUSTRY?

EpochBoards increases the solutions and resources available to your
organization, with a tech-forward approach that creates massive efficiencies for
your team members. Our dashboards support your efforts to compete with and
outperform your competition.




REQUEST A FULL PRODUCT DEMO.

Find Out More
Empower your team with a data-driven, time-saving solution.
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 * Sample Dashboard
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