New Business
Streamlined Application Processing & Case Management Solutions
Transform your insurance business with our comprehensive application processing and case management solutions. We handle the complexities of application submission and tracking, allowing you to focus on what matters most⎯growing your business and serving your clients.
Employee Pooling offers a compelling alternative with
45-60% cost reduction
We help supercharge your team’s abilities. We do it faster, more efficiently, and more affordably than traditional hiring.
90% faster deployment
Traditional hiring can take 90+ days to onboard and train new employees, after you recruit them. Employee Pooling can deploy experienced professionals within 2 weeks of agreement.
Traditional Hiring
Employee Pooling
95.6% faster
Zero recruitment overhead
We manage recruitment and onboarding with our “train-the-trainer” model.
Eliminated turnover risk
Our pre-screened, pre-trained professionals are ready to step in as needed for built-in redundancy and continuity.
Employee Pooling
0% Risk
Zero Turnover Risk
Employee Pooling
0% Risk
Zero Turnover Risk
Scalable operations
Our solutions adapt quickly and easily with your fluctuating business needs.
Application
Processing Services
1. Paper Life Applications
We ensure your paper applications reach carriers efficiently and accurately. Our thorough process includes:
- Complete application review and validation
- Front-end exam coordination based on age
and face requirements - Medical record retrieval and documentation
- Image processing and document typing
- Same-day processing with next-business
-morning completion guarantee
2. Electronic Applications (eApps)
Our streamlined eApps service delivers faster processing and enhanced accuracy through:
- Licensing and contracting verification in CMS
- Seamless case creation and updates
- Application submissions to carriers as appropriate
- Integration with your existing workflow
- Secure document storage and archiving
Multi-Level Case
Management Solutions
Level 1: EP Auto-Feed System
Our foundation-level service provides automated tracking and alerts:
- Real-time carrier website status synchronization
- Vendor coordination for APS and examinations
- Missing case alerts and negative action notifications
- Continuous monitoring until case closure
Level 2: Advanced Case Management
Building on Level 1, this comprehensive service also includes:
- Detailed requirement documentation and tracking
- Complete exam and medical record management
- Additional form procurement and submission
- Quick-build case creation for direct carrier submissions
- Custom alerts based on your service standards
- Illustration management for various approval scenarios
- Policy delivery coordination and document storage
Level 3: Virtual Case Manager
Experience dedicated case management support with:
- Command center oversight following your service standards
- Proactive carrier communication
- Requirement and form management
- Agent inquiry handling through your internal case manager
Level 4: Virtual New Business Department
Our most comprehensive solution includes:
- Complete new business email account management
- Agent status memo distribution
- Full-service support for your entire new business process
Contact us
Today to learn how we can optimize your application processing and case management operations.
Partner with us to streamline your application processing and case management workflows. Our multi-tiered service approach allows you to choose the perfect level of support for your business needs while ensuring accuracy, efficiency, and professional handling of all your insurance applications.
