Case Management – A Case Study

For BGAs and FMOs, time is more than just money—it’s the difference between thriving and merely surviving in today’s competitive insurance marketplace. Recent industry data shows that Employee Pooling, through its optimized case management service, can reduce policy cycle times by an average of 23.3 days, with some annuity cases seeing reductions of up to 38 days. These dramatic improvements in processing time are revolutionizing how BGAs operate and compete in the modern insurance landscape.