OUR SERVICES

Connaught Place, New Delhi, India

INSURANCE

Process Management Systems & Solutions for Agencies, Carriers, and Financial Institutions

AGENT APPOINTMENT

Comprehensive L&C Management

  • Processing, scrubbing, submitting, and managing agent and agency appointments until carrier issues a writing number


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) 610-5585 (ex. 203) michelle@ep-insuranceservices.com

NEW BUSINESS

Application Processing

  • Scrub, order medical and exam requirements, build initial requirements, image and doc-type


Case
Management for Life and Annuities

  • Level 1 EP Auto-Feed – Updating changes from carrier and vendor websites to cases in CMS
  • Level 2 Advanced Case Management – Updating carrier and vendor changes while handling certain case manager tasks
  • Level 3 Virtual Case Management – Full-time remote case manager includes handling all changes and follow-ups in case manager task center

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

UNDERWRITING

  • Manage informals and quick quotes
  • Case consultation and assessments
  • Medical record summaries
  • Access prescription drugs and lab data
  • Life expectancy tools
  • Shopping rated cases

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

COMMISSION RECONCILIATION AND REPORTING

  • Custom-build and maintain commission systems for processing, reconciliation, and reporting
  • Provide ongoing commission processing, reconciliation, reporting, and maintenance service


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

POLICY MANAGEMENT SYSTEM

Policy Service Maintenance and Support for Agencies and Financial Institutions

  • Helping distributors and carriers assist policy owners with inforce policies
  • Getting notices to the agent and managing policy owner changes
 

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 SALES SYSTEM

  • 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)   |   marshall@ep-insuranceservices.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)
  • 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

SOFTWARE SOLUTIONS

  • SmartSource Agency Management System
  • Central processing solutions for IMO and General Agency networks
  • Software consulting and integration and maintenance
 

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

For more information, request our company brochure