Employee Pooling
Special Projects
Your On-Demand Team for Complex, Time-Sensitive Insurance Projects
Every organization faces unique projects that don’t fit neatly into daily operations. These special projects still demand accuracy, efficiency, and focus. From large-scale data transfers to hierarchy updates during mergers, projects like these can overwhelm in-house teams, strain resources, and delay progress.
Employee Pooling’s Special Projects team provides exceptional operational support for unique or one-off projects of any size. Our experts are trained on all the latest and most advanced insurance technology. We step in as an extension of your team, delivering the relief, scalability, and expertise you need to keep business moving forward without disruption.
Examples of Special Projects We Manage
Our team is trained to execute a wide variety of specialized insurance processing related projects. These lists are just the beginning and can offer ideas of how we can support you. If a project or process is slowing your team down, we can help.
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We keep policies current, and delivery smooth so your team stays focused.
- Policy Status Updates for POS
- Inforce Policy Cleanup & Management
- Policy Owner Services
- Owner /Agent /Beneficiary /Allocation /Address /Bank Changes
- Policy Summaries
- Roth Conversions
- Carrier Assistance
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We remove bottlenecks from quote to issue to speed conversions.
- Quick Quote Processing for Formal & Informal Requests
- Illustrations
- LOI Requests
- Sales & Campaign Lead Management
- Delivery Package Builds with Conversion Illustrations
- BGA Reports – Submitted/Pending/Inforce/Issued
- Agent Appointment Termination Notices
- ePolicy & Completed Delivery Tasks
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We prepare clean, action-ready underwriting packages to accelerate approvals.
- Updating APS Requirements
- APS Ordering
- Medical & Health Product Fact-Finding and Comparison Reports
- Medical Health Product Fact Finder Data Analysis
- Health & Medicare Quoting Records Updates
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We tidy systems and documents so your data works for you.
- Salesforce / CMS Account Cleanup & Merges
- Hierarchy Management & Changes
- Bulk Hierarchy Moves
- Duplicate Client Name Removal
- Updating Advisor/Agent Records / Policy Manager Lists
- Data Entry & Migration
- Downloads and Uploads
- Webmail Account Monitoring
- File Conversions & Formatting
- MS Word & PDF Document Clean-Up and Conversions
- Excel Maintenance — Formulas / Conditional Formatting / Segregating Records
- Data Validation and Reporting Support
- P&C Surety Bonds Searches
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We manage billing and fund flows accurately and on time.
- Invoice Management
- POS Premium/ Reminder /Lapse Notices
- Agent Commission Statements
- Partial / Full / Systematic Withdrawal Requests
- Transfer Fund & Additional Fund Requests
- Collateral Assignment Requests
- Income Rider Withdrawal Requests
- RMD Requests
- Cash Surrender Values
- Face Amount Reductions
- GLWB Election Forms
- Obtaining 712 Tax Forms
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We handle claims, suitability, and reporting with compliance-first precision.
- Death Claim Requests
- Suitability Form Data Transfers
- Active / Terminated Policy Holder Confirmations
- Financial Scoring & Propensity to Buy
Let EP’s team support yours.
Why Choose Employee Pooling for Special Projects?
01
Expert Execution
Insurance-trained specialists who understand AMS/CMS and industry workflows.
02
Scalable Support
Add resources instantly for large or urgent projects without adding headcount.
03
Speed & Accuracy
Deliverables completed quickly, with precision and compliance in mind.
04
Relieve Internal Teams
Free your staff to focus on growth, sales, and client service.
05
Predictable Costs
Pay only for the projects you need, when you need them.
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Zero recruitment overhead
Leave staffing costs behind and scale up your team and operations to suit your needs – paying only for the hours you need.
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Eliminated turnover risk
Our pre-screened, pre-trained professionals are ready to step in as needed for built-in redundancy and continuity.
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Scalable operations
Our solutions adapt quickly and easily to your fluctuating business needs.
Who We Serve
Employee Pooling supports BGAs, IMOs, FMOs, carriers, and wealth management firms with special projects designed to scale with their needs. With more than 280 global professionals serving 180+ organizations, our Special Projects team delivers measurable relief for even the most complex operational challenges.
Highly trained teams for the special project support you need.
Special projects don’t have to drain your team’s time and energy. With Employee Pooling, you gain a trusted partner to execute one-time or recurring assignments accurately, efficiently, and at scale. So you can keep your team focused on growth.
Let’s talk about your next special project.
