Insurance-Focused
Business Processing Solutions

Over the last seven years, our company has partnered with Employee Pooling for New Business Processing and Commissions Reconciliation. As a newer BGA, our team is able to rely on EP’s intimate knowledge of our CRM and business processes so we can focus on the growth of our company.

EP’s staffing model allows us to add or remove resources to our account based on the hours needed to complete each task. Their flexibility, communication, and dedication to our account are invaluable ingredients that have contributed to the overall success of our workflows and business.

Our One Year anniversary is coming up with EP and we really want to celebrate EP and how you all have literally saved us over here. We have had MANY discussions regarding the crazy workload that we were unexpectedly hit with, and how EP probably saved this department as a whole, just based on the amount of work that was coming in. With your support we were able to focus on our agents and our cases.

If we didn’t have EP, I can tell you very confidently that a LOT of people probably would have quit when everything hit the fan with the rates and carriers. We appreciate our EP teams more than we can say!

Our partnership with Employee Pooling has been a huge asset to our business. We have been able to consistently count on a reliable team to support our New Business, Contracting, and Commission teams without interruptions.

Employee Pooling is eager and willing to help with any special projects and accepts our feedback with a willingness to adapt to our special needs.

Employee Pooling has been a game changer for our business model. No more entering data into the CRM or chasing down conditions.

It’s a pleasure to work with Employee Pooling, and we hope to add more services in the near and distant future, as we are only using the “Tip of the Iceberg”.

EP’s support is the best! I love our weekly meetings.

We’re accomplishing so much.The team asks great questions and has good suggestions for improvement. It’s been a great experience – Thank you!