Clearing the Backlog – A Case Study Copy

Our client, an insurance carrier located in the Eastern US, came to EP in July 2024 with a critical operational challenge. Their 1035 transfers had fallen more than two months behind their service level agreement targets—creating a significant backlog that threatened to spiral into further complications.

EP used a two-pronged strategy; first, we stabilized the process for timely processing of all 1035 transfers, and then we dug into the unprocessed accumulation. Within 3 weeks, 4 FTEs (Full Time Equivalent Employees) cleared two months of backlog.