OUR SERVICES

Connaught Place, New Delhi, India

INSURANCE

Process Management Systems & Solutions

Distributors | Insurers | Financial Institutions| Software Companies

LICENSING & CONTRACTING | AGENT APPOINTMENTS

L&C Management

  • Scrubbing and processing agent and agency appointments
  • Order and track background checks
  • Building and updating agent/agency profiles
  • Managing and documenting missing/needed documents from agent/agency
  • Sending welcome letters and kits


Producer Changes & Updates

  • Address, EFT Bank Changes, AML Certification, Resident and Non-Resident License and E&O Renewals, Bulk Hierarchy Moves, Database Clean Up, and Special Projects


Contact Michelle Anderson, L&C Division Head, for more information:
(615) 500-6961 michelle@ep-insuranceservices.com

NEW BUSINESS

Application Processing

  • Scrub, order medical and exam requirements
  • Build and manage requirements
  • Image and doc-type


Case
Management for Life and Annuities

  • Bridging the zone between distributors and insurers
  • Full and part-time remote case managers available through the US business and evening hours
  • Reducing efficiencies and redundancies among insurers and distributors
  • Multiple case management levels of support to choose from

 

Contact Alice Pratt, Customer Relations and New Business Onboarding Manager, for more information: 
(615) 610-5585 (ex. 202)   | 
alice@ep-insuranceservices.com

UNDERWRITING

  • Contract underwriting
  • Manage informals and quick-quote requests
  • Case consultation, assessments, and LEs
  • Medical record summaries
  • Electronic and traditional medical record retrieval
  • Electronic access to reports of individuals’ prescription drug and lab data, and the names of the physicians prescribing and ordering, plus actuarial data
  • Shopping rated cases

Contact Eric Storey, Head of Underwriting, for more information:
(832) 738-6914 |  info@ep-insuranceservices.com

COMMISSION RECONCILIATION AND REPORTING

  • Custom-build and maintain a comprehensive commission reconciliation and reporting system
  • Provide commission processing, reconciliation, and reporting.


Contact Marshall Gray, Commissions Division Associate and Business Development, for more information:
(615) 610-5585 (ex. 207)   |   info@employeepooling.com

POLICY MANAGEMENT SYSTEM

Policy Service Maintenance and Support [Distributors | Insurers | Financial Institutions]
 
  • Assist writing agents and policy owners with policy services
  • Distribute policy notices


Mining & Minding the Inforce Book

  • Statement and illustration ordering automation
  • Policy monitoring and performance alerts
  • Consolidated portfolio analytics
  • Contract details and policy values
  • Product features and alternatives
  • Year-over-year comparisons


Contact Steven Lacher, Vice President Business Development, for more information:
(615) 610-5585 (ex. 210) steven@ep-insuranceservices.com

CONSUMER DIRECT INSURANCE TOOLS (CDIT) Software Platform

  • Video messaging
  • Calendars
  • Quoters

 

  • eTicket app
  • Social media campaigns
  • Lead management

Click Here to view our “Video Quoter Demo”

Contact Marshall Gray, Commissions Division Associate and Business Development, for more information:
(615) 610-5585 (ex. 207)   |   info@employeepooling.com

LIFE SETTLEMENT

  • Medical record retrieval
  • Life expectancy underwriting

 

 

  • Prescription drug and lab data
  • Case management

 

 

  • Policy services (inforce ledgers, term conversions, owner and beneficiary changes)

Contact Steven Lacher, Vice President Business Development, for more information:
(615) 610-5585 (ex. 210)  |  steven@ep-insuranceservices.com

EP INSURANCE NOOK Where to find best-in-class software systems

  • SmartSource Agency Management System
  • SmartSource Commission System
  • Central Processing solutions for IMO and General Agency networks
  • Software consulting and integration and maintenance
  • Accelerated Informals
  • Consumer Direct sales system
  • Electronic Health Record (EHR) retrieval
 

Contact Tom Gray, President, for more information:
(615) 610-5585 (ex. 201)  |  info@employeepooling.com

For more information, request our company brochure