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