Policy Services & Monetization
Unlock hidden revenue. Simplify policy management. Strengthen client relationships.
Managing policies after they’re issued can drain valuable time and resources. Our on-demand POS support adapts to your changing workload. You only pay for services rendered, improving efficiency and allowing your internal staff to stay focused and productive. From handling policy notifications to running campaigns that uncover new sales opportunities, Employee Pooling (EP) helps agencies, BGAs, IMOs, FMOs, and carriers take control of their inforce book without overwhelming internal teams.
With EP’s Policy Services and Policy Monetization & Management (PMM), you can streamline back-office processes, keep policies current, and discover untapped revenue streams—all while delivering better service to policyholders.
Policy Services:
Efficiency You Can Count On
Our dedicated policy support team ensures every detail is managed with accuracy and speed.
Services include:
- Policy Notification Management – Receive, sort, forward, and document notices in your CMS.
- Policy Changes – Process and follow up on change requests (e.g., beneficiary, bank, or ownership changes).
- Virtual Assistance – On-demand research and agent support: statements, re-proposals, paid-to-dates, contract details, conversion options, performance alerts, and more.
Benefits for you:
- Faster turnaround
- Fewer dropped tasks
- Happier agents and clients
Policy Monetization: Turn Inforce Policies Into New Opportunities
Your inforce book is more than a record. It’s a revenue engine waiting to be activated. EP’s Policy Monetization & Management (PMM) system helps you identify opportunities and keep policyholders engaged.
How we do it:
- Cleaning the Inforce Book – Segregate active and lapsed policies using Carrier and DTCC feeds, CMS data, and EP’s proprietary system.
- Updating Insured Data – Refresh contact details and layer in wealth scoring, income, and buying propensity.
- Targeted Sales Campaigns – Identify and act on opportunities like end-of-term conversions, supplemental retirement income, or life settlements.
- Marketing Touchpoints – Keep clients connected with personalized campaigns (birthday cards, updates, education).
Benefits for you:
- Enhanced client experience
- Revenue protection & growth
- Strengthened producer relationships
48% Cost Reduction1
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
Why EP?
- Deep insurance expertise with 180+ agency and carrier clients
- Proven processes tailored for BGAs, IMOs, FMOs, WMOs, and carriers
- Global team of specialists focused exclusively on insurance operations
- We blend technology and human capital for scalable, efficient, and accurate execution
Ready to Maximize the Value of Your Policies?
Don’t let revenue hide in your inforce book. With EP’s Policy Services & Monetization solutions, you’ll boost efficiency, increase revenue, and free your team to focus on growth.
Learn how EP can support your policy management and monetization needs.
