Our Services
Agent Contracting
Our dedicated team specializes in building and maintaining agent and agency profiles. From scrubbing and processing agent and agency appointments to overseeing missing or required documentation, we navigate the complexities of the contracting process with finesse. Our commitment extends to conducting thorough follow-ups until writing codes are issued, providing a seamless experience for our clients.
Additionally, our virtual assistance services cover a spectrum of tasks, including managing agent address changes, EFT bank modifications, updating E&O and AML renewals, processing bulk hierarchy moves, auditing non-production lists, and undertaking special projects.
- Building and maintaining agent/agency profiles in AMS
- Scrubbing and processing agent/agency appointments
- Managing missing/needed requirements
- Conducting follow-ups until writing code is issued
- Virtual Assistance
New Business Application Processing
We specialize in handling a diverse array of applications, including Life, Annuity, LTC, Hybrid, DI, Medicare Simplified, and Guaranteed Issue. Our dedicated team excels in managing PDF and electronic applications with precision, efficiency, and a commitment to ensuring each step is executed with the utmost care and attention to detail.
- Scrubbing PDF applications
- Ordering medical records and exam requirements
- Imaging and doc-typing, building the case in the CMS
- Submitting in-good-order applications and flagging not-in-good-order applications
- For electronic applications, checking contracting status in the CMS and updating or building out the case in the CMS
Document Preparation & Pre-Fill Services
In addition to our specialized Application Prefill service, EP now offers comprehensive Document Pre-Fill support designed to streamline a wide range of administrative and operational workflows. This expanded service allows clients to offload the manual data-entry process for any form or document, ensuring accuracy, efficiency, and consistency across their organization.
Supported Document Types
- EP can pre-fill virtually any document or template, including but not limited to Supplemental & Compliance Forms
- Suitability questionnaires, disclosures, medical supplements, financial worksheets, and carrier addenda such as Service & Transfer Documents
- Cash requests, change forms, transfer authorizations, and maintenance requests, including Operational & Internal Templates
- Proprietary firm templates, onboarding documents, data-gathering worksheets, and department-specific forms
New Business Case Management
Our comprehensive Case Management services offer a unique solution, providing dedicated full and part-time Case Managers available during US business and evening hours. Our dedicated team manages cases from submission to commission and aims to significantly reduce inefficiencies and redundancies, ensuring a seamless and responsive interface between distributors and insurers.
- Level 1: EP Auto-Feed System—Thoughtful and Professional
- Level 2: Advanced Case Management (Includes Level 1)
- Level 3: The Virtual Case Manager (Includes Levels 1-2)
- Level 4: The Virtual New Business Department (Includes Levels 1-3)
Underwriting
Underwriting continues to serve as the fundamental basis for establishing the rating class of a submitted case; EP’s tools, systems, and Underwriters are positioned to assist your firm in offering support at every stage, from the initial referral to a finalized and approved case.
- Prequalification and management of informals
- Shopping rated cases
- Medical record retrieval and comprehensive summaries
- Electronic access to reports of individuals’ prescription drug and lab data, names of prescribing and ordering physicians, plus actuarial data
- Case consultation and assessments
Commissions
We offer a tiered approach to meet your specific commission processing needs. Our expert team will also build and maintain a robust commission reconciliation and reporting system, ensuring a seamless and integrated approach to managing your commission processes with precision and efficacy.
- Level 1: Basic Commission Processing – Download, process, and import statements
- Level 2: Intermediate Commission Processing – Identify and research discrepancies
- Level 3: Advanced Commission Processing – Resolve discrepancies and run reports
- Level 4: Agent Ticket Inbox – Handle Agent Inquiries (Includes Levels 1-3)
- Commission Buildouts – Optimize your CMS capabilities by leveraging EP’s expertise to build and maintain a thorough commission reconciliation and reporting system.
Policy Monetization & Management
Our dedicated team helps agents and agencies find new revenue sources from existing clients while ensuring the policy owner’s existing insurance coverage continues to meet expectations.
- Cleaning the Inforce book
- Updating contact information
- Financial scoring and propensity to buy
- Sales campaign and lead management
- Policy management
Wealth Management
Wealth management operations demand precision, speed, and airtight accuracy. From reconciling account data to setting up portfolios and validating holdings, even minor errors can create major compliance risks. Employee Pooling’s dedicated Wealth Management Support helps you eliminate bottlenecks, reduce NIGOs, and maintain complete operational accuracy. Without adding internal headcount.
Whether your team is managing high trading volume, expanding into new investment lines, or looking to reclaim valuable advisor time, EP ensures your back office stays running at peak performance.
- Processing Cash Requests, Portfolio Change Requests, etc.
- Account verification
- Portfolio Creation & Account Setup
- Holdings Verification
- Suitability cleanup
- Confidential Document Management
Special Projects
We are your go-to solution for alleviating the burden of special project tasks that may be overwhelming your team and slowing productivity. Our dedicated specialists are well-equipped to handle a myriad of special projects, providing you with the relief and expertise needed to navigate through any unique challenges. Whether it’s a complex assignment or a specialized task, we are committed to lifting the weight off your shoulders, allowing you to focus on your core business while we efficiency manage and execute your specific project requirements.
- Backlog Cleanup Projects
- Policy Extraction Projects
- Website Scraping / Data Pulling Assignments
- Mass Downloads from Carrier Portals
- Salesforce / CRM Data Update Projects
- Bulk Policy Review or Data Audits
- Multi-page PDF Split / Document Segmentation
- Special Carrier Requests Outside Standard POS Scope
- Temporary High-Volume Carrier Assignments
- Spreadsheet / Reporting Support & Operational Excel Work
- Delivery Package Builds with conversion illustrations
- Full Hierarchy Licensing
* This is an abbreviated list of the type of special projects we undertake for our clients.
AMS Reporting
Our AMS Reporting service transforms your operational and sales data into meaningful insights that drive smarter decisions, stronger growth, and improved efficiency across your organization.
- Financial Oversight
- Client & Agent Insights
- Sales & Growth Tracking
- Operational Efficiency
- Strategic Decision-Making
- Data Accuracy & Integrity
*This overview represents just a fraction of our reporting capabilities. We customize all reports to match your specific business needs and objectives.
Life Settlement
Facilitating a streamlined Life Settlement Process for providers, buyers, and brokers is at the core of our expertise. EP draws on extensive experience collaborating directly with Life Insurance Settlement clients, ensuring swift and efficient policy settlements. Our team excels in navigating a diverse range of databases, showcasing proficiency and adaptability. From Case Management & Documentation to Underwriting, Closing, Post-Closing, and Policy Maintenance to Maturity, our comprehensive services cover every aspect of the Life Settlement journey.
- Case Management & Documentation
- Underwriting
- Closing
- Post-Closing
- Policy Maintenance to Maturity
Call Center
Our committed team of experts conducts more than 5,000 calls weekly on behalf of 30+ BGAS. Each member of our Call Center team undergoes rigorous training to deliver outstanding outbound call support across a broad spectrum of essential services.
- 1035 Transfers
- Agent Contracting
- Case Management
- Post-Issue & POS
- Calling services available for special projects of any scope or magnitude
Software Training & Consulting
Our goal is to assist companies in identifying, integrating, and maintaining technology. We proactively stay ahead of technological advancements to ensure our clients fully maximize their platform’s capabilities. EP’s exposure to numerous systems through support to our customers gives us a unique ability to provide coaching, training, and expert guidance on a wide range of software platforms.
To learn more
A brief overview of our team’s software platform expertise:
ACT – AGENCYBLOC – AGENCY INTEGRATOR – AGENT FRONT – AGENTSYNC – AMS – APPLICINT – ARC – BIGIN – BROKER BACK OFFICE – COMMISSIONS DUE – CONSTANT CONTACT – CORE – CRATCHIT – EMPLOYEE NAVIGATOR – ENSIGHT – E-SMART – GLOBAL RELAY – GOOD HIRE – HUBSPOT – iVIEW – KWANTI – MICROSOFT DYNAMIC – NITROGEN – ONEDRIVE – ONEHQ – OPT SOFT – PAPERCLIP – PAYMASTER – PODIO – PROFORMEX – PROFOUND – QUICKBOOKS – RENT PRO – RISKALYZE – RIVUE – SALES LOGIX – SALESFORCE – SHAREFILE – SHAREPOINT – SIMKONET – SMARTOFFICE – SPOKEO – SURELC – TECHFICIENT – TKT – VENMINDER – VERTIFORE – WEBDOCKS – WINFLEX – WINTOUCH – ZEBU – ZENDESK – ZILLOW – ZOHO
Our Team + Your Team = Success
Contact us to learn more about how our experience can help you succeed.
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