BPO & EH&B Workflow Packages Are Live
Two purpose-built insurance workflow packages just landed in the Workflow Library — automating back-office operations and running your entire benefits client lifecycle, all within your own organization.
SoterAI just launched two purpose-built workflow suites for insurance brokerages: the Business Process Outsourcing (BPO) Package and the Employee Health & Benefits (EH&B) Package. Both are live now in the Workflow Library — ready to use, no setup required.
Two new packages, 20 new workflows
BPO Package
Business Process Outsourcing
Automates the back-office work brokerages have traditionally outsourced to third-party providers or offshore teams — faster, cheaper, and entirely within SoterAI. Runs policy checking at a fraction of the cost of outsourced alternatives (previously $14–$30 per run), with every value cited to its source page and anything the documents can't support flagged for human review.
Workflows in this package:
- Client Location Intelligence
- E&O File Audit
- Loss Run Analysis
- Policy Checking
- Summary of Insurance
- Who it's for
- Back-office & policy servicing teams
- Where to find it
- Workflows → Library → BPO tab
EH&B Package
Employee Health & Benefits
A complete, ready-to-use suite covering the full benefits client lifecycle — from the first prospect conversation, through onboarding, renewal, and analysis, to post-decision stewardship. Replace ad-hoc, built-from-scratch processes with a standardized, AI-powered suite for faster, more consistent client service.
Workflows in this package:
- Benefits Benchmarking
- Benefits Plan & Contribution Modeling
- Claims Analysis
- Client Onboarding Audit
- Funding Analysis
- Implementation Audit
- Network Comparison
- Pharmacy Review
- Proposal Comparison
- Prospect Benefits Analysis
- Renewal Analysis
- Renewal Preparation
- Savings Opportunities
- Stewardship Report
- Strategic Benefits Recommendation
- Who it's for
- Brokers, advisors & account managers
- Where to find it
- Workflows → Library → EH&B tab
Your Data Stays With You
No setup, no third parties
When you run BPO or EH&B workflows inside SoterAI, your client data never leaves your organization. No third-party processors. No data sent overseas. No risk of it being used to train someone else's AI. Everything stays securely within SoterAI.
Further documentation
Have questions about the BPO or EH&B packages? Contact your account manager or reach out to our support team for personalized guidance on setting them up for your organization.
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