A practical look at how DataSnipper Agent transforms EBP workflows 

EBP audits are document-heavy and detail-driven. See how Agent handles the work end-to-end, so your team moves faster, without compromising quality.

 

What you'll learn

  • How Agent handles participant data testing and reconciliation
  • Automating contribution, withholding, and distribution sample testing
  • Validating eligibility and vesting against supporting documents
  • Building reusable Agent workflows across plans and clients
  • Best practices for evidencing Agent outputs in your workpapers

Date: June 25th 2026

Time: 4PM CET 

Duration:  45 minutes

This webinar is organized by DataSnipper using Zoom webinar software. Zoom is ISO/IEC 27001:2013 certified. Read more here.

 

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Meet our product expert

Sangeetha

Sangeetha Ramesh

Senior Product Marketing Manager

DataSnipper