OUR SERVICES

Process Management Systems & Solutions

Distributors | Insurers | Financial Institutions| Software Companies

CONTRACTING

COMPREHENSIVE AGENT CONTRACTING

  • Building and data-entering profiles in AMS
  • Managing agent/agency demographic details
  • Managing missing/needed requirements
  • Scrubbing and processing agent/agency appointments
  • Conducting follow-ups until writing code issued
  • Virtual Assistance – Managing agent address changes and EFT bank changes, updating E&O and AML renewals, processing bulk hierarchy moves, auditing non-production lists, agents, and special projects.


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

Application Processing

APPLICATION PROCESSING (Life, Annuity, LTC, Hybrid, DI, Medicare Simplified & Guaranteed Issue)

  • PDF Applications – Scrubbing, ordering medical records and exam requirements, imaging and doc-typing, building the case in CMS. Submitting in-good-order applications and flagging not-in-good-order applications.
  • Electronic Applications – Checking contracting status in the CMS, updating the case or building the case in the


Case Management

CASE MANAGEMENT – From Submission to Commission

  • Level 1: EP Auto-Feed System—AMS/Carrier Synchronization
  • 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)
  • Level 5: US-Based Case Management Escalation (Includes Levels 1- 4)
 

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

UNDERWRITING

  • Prequalification and management of Informals
  • Shopping Rated Cases
  • Medical record summaries
  • Electronic and traditional medical record retrieval
  • Electronic access to reports of individuals’ prescription drug and lab data, names of prescribing and ordering physicians, plus actuarial data
  • Case consultation and assessments


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

COMMISSIONS

COMMISSION PROCESSING

  • Level 1 (Basic) – Download, process, and import statements.
  • Level 2 (Intermediate) – Identify and research discrepancies.
  • Level 3 (Advanced) – Resolve discrepancies and run reports.

 

COMMISSION BUILDOUTS

  • Take advantage of the capabilities of your CMS by having EP build and maintain a comprehensive commission reconciliation and reporting system.


Contact Zane Gray, Commissions Division Associates and Business Developement, for more information:
(615) 610-5585 (ex. 207) |  info@ep-insuranceservices.com

POLICY MANAGEMENT & MONETIZATION

POLICY MANAGEMENT * Abbreviated listing of available POS tasks Inforce Illustration Requests, Ownership & Beneficiary Changes, Address Changes, Bank Draft/ACH Changes, Agent of Record Changes, Allocation Change Requests, Collateral Assignment Requests, Debt Claim Requests, RMD Requests, GLWB Election Form, Letter of Intent Requests, Full/Partial Surrender Requests

POLICY MONETIZATION

  • Cleaning & Mining the Inforce Book
  • Updating Contract Information on the Insureds
  • Sales Opportunity Campaigns
  • Proactive & Reactive Data Base and Policy Management


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

SPECIAL PROJECTS

SPECIAL PROJECTS * Abbreviated listing of available Special Projects tasks

  • Suitability Form Data Transfer
  • Adjust Hierarchy Management Alignment/Changes in AMS/CMS
  • Confirm “Active vs Terminated” Policies
  • Append CRD # to Appropriate Agent Records
  • Append NPN # to Agent Records
  • Fulfill In-Force Requests and Load Into AMS/CMS
  • Confirm Agent Record — Active/Inactive
  • Update Client Records with “As Sold” Policy Values (10/20/30 Years Expected)
  • Bulk Hierarchy Changes (Mergers & Acquisitions)

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

LIFE SETTLEMENT

Supports Providers, Buyers, and Brokers to Simplify the Life Settlement Process EP’s experience comes directly from working with Life Insurance Settlement clients to get policies settled quickly and efficiently. Our team is proficient in and adaptable to a variety of databases.

  • Case Management & Documentation
  • Underwriting
  • Closing
  • Post-Closing
  • Policy Maintenance to Maturity

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

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.

AGENCY BLOC —AGENCY INTEGRATOR — AGENT FRONT – AMS — ARC — BROKER BACK OFFICE — COMMISSIONS DUE — CORE — CRATCHIT — E-SMART — GLOBAL RELAY — GOOD HIRE — iVIEW —MICROSOFT DYNAMIC — MS TECHFICIENT — FIRELIGHT — ONEHQ — OPT SOFT —PAPERCLIP — PROFORMEX — PODIO — PROFOUND — QUICKBOOKS — RENT PRO — RIVUE — SALES LOGIX — SALESFORCE — SIMKONET — SMART OFFICE — SPOKEO – SURELC— VENMINDER — WINTOUCH — VERTIFORE— WEBDOCKS — WINTOUCH — ZEBU — ZILLOW 

*Abbreviated listing – EP’s expertise extends beyond the listed software platforms.

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

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