{"type":"video","version":"1.0","provider":"SproutVideo","provider_name":"SproutVideo","provider_url":"https://sproutvideo.com","title":"EpochBoards - 3x3x3 Challenge with Mishael Miller","html":"\u003ciframe class='sproutvideo-player' src='https://videos.sproutvideo.com/embed/8c9adab01c16eccb06/a49e8e9e7e34481a' width='630' height='354' frameborder='0' allowfullscreen referrerpolicy='no-referrer-when-downgrade' title='Video Player'\u003e\u003c/iframe\u003e","width":630,"height":354,"duration":162.733,"description":"EpochBoards automates client reporting across brokerages, helping teams save time, standardize output, and turn every client conversation from reporting into advising.\n\nWhat is EpochBoards?\n\nMost brokerages don't actually have a data problem, they have a bandwidth problem and a reporting problem. There's no shortage of data. There's a shortage of time to turn that data into consistent, client-ready reporting across an entire book. So, what happens? Reporting gets done, but not consistently, not across every client, and not in a way that supports real advising. That's exactly the problem we solve. EpochBoards automates client reporting across your entire book, bringing together carrier, TPA, and other data sources, standardizing the output, and delivering custom white-labeled reports on a consistent cadence across clients of any size. So, instead of your team building reports, they're actually using them with clients.\n\nHow is EpochBoards different?\n\nMost firms already have data. Very few can turn it into consistent output. That's the gap. When reporting isn't consistent, it varies by team, by client, and becomes reactive instead of something you can actually use to advise. What EpochBoards does is change how reporting operates. We centralize all of your client data, current and historical, into one system, standardize how reporting is built and delivered, and automate it across your entire book, fully insured, level-funded and self-funded. So, instead of pulling from different sources and building reports one client at a time, your team works from a single consistent reporting engine that produces reliable standardized reports that are tailored to your firm's approach. And that changes everything. Now every client gets reporting on a consistent cadence with the same level of quality, which means you're not just saving time, you're treating every client like a top client and shifting every conversation from reporting to advising.\n\nWho is a good fit for EpochBoards?\n\nSo, this is built specifically for benefits brokerages, firms that don't have the time or resources to deliver reporting across every client, where output varies across teams, across reports, and across the book, where reporting exists, but not consistently across monthly experience, utilization, forecasting, and other client-facing presentations. And where that creates real downstream impact is inconsistent client experiences, missed opportunities to engage, and ultimately, a risk to retention. EpochBoards solves that. We enable consistent, high-quality reporting across your entire book so every client can get the same level of visibility, understanding, and engagement, not just the largest ones, and not just the ones who ask, every single client. Again, fully insured, level-funded and self-funded plans. So, instead of reporting being a resource strain, it becomes a consistent, scalable part about how you deliver value. And it doesn't just improve service, it strengthens your story and prospect conversations as well. If reporting is already consistent across every client on a set cadence with standardized output, you might not need us. But if you're trying to get there, that's exactly where we fit.","thumbnail_url":"https://cdn-thumbnails.sproutvideo.com/8c9adab01c16eccb06/a49e8e9e7e34481a/1777325935/w_1280/poster.jpg?v=1777326119","thumbnail_width":1280,"thumbnail_height":720,"video_id":"8c9adab01c16eccb06"}