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:
64-67% Cost Reduction1
We help supercharge your team’s abilities. We do it faster, more efficiently, and more affordably than traditional hiring.
75% faster deployment
After recruiting, traditional hiring can take up to 12 weeks2 or more to onboard and train new employees. Employee Pooling can deploy experienced professionals within 3-4 weeks of agreement.
Average time to onboard and train new employees for productivity
Employee Pooling Rightsourcing
Traditional in-sourcing
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.
Traditional Model
90% Risk
High 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 and suitability review, plus validation
- Front-end exam coordination based on age and face requirements
- Medical record retrieval and documentation
- Image processing and document management
- 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 using industry-
standard software and tools (e.g., SureLC) - Seamless case creation and updates in CMS if not auto-fed
- Suitability review and application submissions to carriers as appropriate
- Integration with your existing workflow and CMS
- Secure document storage and archiving (i.e., Ticket/iGo/Firelight)
Document Preparation &
Pre-Fill Services
Eliminate manual data entry & keep business moving.
Our team completes forms accurately and consistently, reducing NIGO risk and freeing your internal staff to focus on higher-value work.
What We Support
- Supplemental & Compliance Forms: Suitability, disclosures, medical and financial forms
- Service & Transfer Documents: Cash requests, change forms, authorizations
- Operational Templates: Firm-specific and internal documents
Flexible Data Sources
We pre-fill documents using intake forms, illustrations, CMS/CRM data, PDFs, emails, and client-provided repositories—integrating seamlessly into your existing workflows.
Multi-Level Case
Management Solutions
Level 1: EP Auto-Feed System
Our foundation-level service provides automated tracking and alerts:
- Overnight status synchronization for 24-hour support on your cases
- 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 building on Levels 1 & 2, 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 Levels 1-3 and:
- Complete new business email account management
- Agent status memo distribution
- More 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.
1Savings compared to Case Manager and New Business Manager average US salaries as of 6/2025
2Source for traditional onboarding timeline
