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
- 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