Life Settlement Services
Streamlined Support for
Providers and Brokers
Employee Pooling brings deep experience in life settlement operations. We offer end-to-end support that spans case management, underwriting, closing, post-closing, and ongoing policy maintenance. With proven processes and insurance-trained professionals, we help ensure that every case moves efficiently from start to maturity.
EP Life Settlement Services
At Employee Pooling, our Life Settlement team delivers end-to-end support. From building complete case files to ongoing policy maintenance, we ensure accuracy, compliance, and efficiency at every stage.
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We organize and safeguard every detail of your case, creating a clear, compliant, and fully digital record from start to finish.
- Build complete case files by importing all policy and insured data into your CMS.
- Digitally organize documents, including illustrations, annual reports, and applications.
- Perform document scrubbing to redact sensitive supplier, owner, insured, and agent details—protecting your client information.
- Track and manage cases through closing and beyond.
Why Choose
Employee Pooling for Life Settlements?
01
Comprehensive Support
From case build-out to maturity, we cover every stage.
02
Speed & Efficiency
Proven turnaround times for medical retrievals and case documentation.
03
Accuracy & Compliance
Document scrubbing and careful oversight protect client confidentiality.
04
Industry Expertise
Direct experience working with leading life settlement clients.
05
Scalable Capacity
Handle high volumes without overwhelming internal staff.
53% Cost Reduction
We help supercharge your team’s abilities. We do it faster, more efficiently, and more affordably than traditional hiring.
75% faster deployment
After recruiting, traditional hiring can take up to 12 weeks2 or more to onboard and train new employees. Employee Pooling can deploy experienced professionals within 3-4 weeks of agreement.
Average time to onboard and train new employees for productivity
Employee Pooling Rightsourcing
Traditional in-sourcing
Zero recruitment overhead
Leave recruiting overhead behind with our “train-the-trainer” model.
Eliminated turnover risk
Our pre-screened, pre-trained professionals are ready to step in as needed for built-in redundancy and continuity.
Traditional Model
90% Risk
High Turnover Risk
Employee Pooling
0% Risk
Zero Turnover Risk
Scalable operations
Our solutions adapt quickly and easily with your fluctuating business needs.
Who We Serve
Employee Pooling supports life settlement providers and brokers across the U.S. with scalable services that integrate seamlessly into existing operations.
Turning Complexity
Into Confidence
Facilitating a streamlined life settlement process is at the core of our expertise.
From building the case file to managing policy maintenance through maturity, EP provides the people, processes, and precision you need to close cases quickly, accurately, and confidently.
Ready to simplify your life settlement process?
1Savings compared to average US Life Settlement Broker salary as of 6/2025
*Source for traditional onboarding timeline
