EP Insurance Services provides assistance and turn-key solutions to distributors and carriers and the vendors that serve both. We offer straight-through processing, from sales support to policy services, during US business and overnight hours. Our insurance back office support services are designed to streamline processes, increase productivity, reduce cycle times, and meet service standards day-in and day-out. Discover some of our most popular services.


Complete L&C Appointment Processing covers you from appointment request to code success.  We offer dedicated specialists in this field, armed with superior L&C knowledge of all major carriers, an intricate understanding of CRM, Agency Management, and L&C Systems, and the ability to mirror and master your department procedures.

  • Complete L&C Application Appointment Processing
  • Full Data Entry
  • Scheduled follow-ups from paperwork submission to appointment success
  • Carrier/Agent communication documented, uploaded, and saved to your CRM

Contact Michelle Anderson, L&C Division Head, for more information:
(615) 610-5585 (ex. 203)


EP In Good Order Application delivers reliable and efficient scrub, requirement-ordering, and processing throughout the day and overnight.  service arms you with an efficient through U.S.-business hours that handles the following tasks.

  • Scrubs applications and orders exams and medical records
  • Builds applications into your CMS
  • Identifies applications that are NiGO
  • Imaging and Doctyping Included
  • Submits iGO applications to the carrier

This priceless solution allows your case manager to focus on important big picture responsibilities instead of wasting time on monotonous data entry functions.

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


EP Auto-Feed Case Management System provides seamless movement of data between distributor and carrier throughout the day and overnight, committed to never letting a case stall until it is closed. Your case managers are ready to take on the day with current case status, a completed list of action items, and a prioritized to-do list of what to tackle each morning.

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


This invaluable service builds out and maintains your commission module and provides weekly to monthly reconciliation. Our Comprehensive Commission Reconciliation Solution:

  • Delivers accurate payments and statements to your agents, sales VPs, and sub-BGAs
  • Provides accurate accounting of commissions due your BG
  • Builds-out and maintains AI, SO, HQ, and other commission modules
  • Produces concise commission statements

With this exceptional service, you will know all parties are getting paid the expected amount. Additionally, this solution allows you to run a variety of commission reports to help you manage your agency more effectively. (It is not unusual for the commissions we find to exceed the cost of the service.)

Contact Matthew Johnson for more information:
(615) 610-5585 (ex. 204)


EP can create a customized solution to fit your unique needs. Our expert staff will work closely with you to identify your pain points and find ways to eliminate road blocks.
We’ll help you pick and choose from the following to create the perfect tailor made solution

  • Underwriting Solution that includes APS Summaries & Quick Quotes & Shopping Cases
  • Illustration & Sales Support
  • Professional Consulting
  • IT & Desktop optimization
  • Policy Owner Service Notices and Changes Management
  • Term Conversion Programs
  • Database Clean-Up, Database Management, System Conversions
  • Much, much more

Contact Matthew Johnson for more information:
(615) 610-5585 (ex. 204)