Employee Pooling
Special Projects
Your On-Demand Team for Complex, Time-Sensitive Insurance Projects
Every organization faces unique projects that don’t fit neatly into daily operations. These special projects still demand accuracy, efficiency, and focus. From large-scale data transfers to hierarchy updates during mergers, projects like these can overwhelm in-house teams, strain resources, and delay progress.
Employee Pooling’s Special Projects team provides exceptional operational support for unique or one-off projects of any size. Our experts are trained on all the latest and most advanced insurance technology. We step in as an extension of your team, delivering the relief, scalability, and expertise you need to keep business moving forward without disruption.
Examples of Special Projects We Manage
Our team is trained to execute a wide variety of specialized insurance processing related projects. These lists are just the beginning and can offer ideas of how we can support you. If a project or process is slowing your team down, we can help.
-
Removing friction from quote submission & delivery.
- Quick Quote Processing and assessment
- Completed Delivery Tasks: ePolicy and Paper Policy
- Carrier Assistance (case progression follow-ups/support)
-
Keeping existing AMS data records clean, current, and service-ready..
- Inforce Policy Cleanup & Management
- Updating Advisor/Agent Records / Policy Manager Lists
- Agent Appointment Termination Notices
- Agent onboarding, lead assignment, and management
-
Building underwriting-ready files and keeping requirements moving.
- Updating APS Requirements
- APS Ordering
- Medical & Health Product Fact-Finding and Comparison Reports
- Medical Health Product Fact Finder Data Analysis
- Health & Medicare Quoting Records Updates
-
Operational maintenance inside CMS/AMS/CRM environments.
- Records Updates in CMS/AMS – Beneficiary updates, Inforce reviews, and renewals
- Hierarchy management, reconciliations, and reporting
- Duplicate Client Name Removal
- Excel Data Maintenance
- Policy, agent, and commission data maintenance
- Property & Casualty support, including surety bond research and verification
-
We manage billing and fund flows accurately and on time.
- Invoice Management
- POS Premium/ Reminder /Lapse Notices
- Agent Commission Statements
- Partial / Full / Systematic Withdrawal Requests
- Transfer Fund & Additional Fund Requests
- Collateral Assignment Requests
- Income Rider Withdrawal Requests
- RMD Requests
- Cash Surrender Values
- Face Amount Reductions
- GLWB Election Forms
- Obtaining 712 Tax Forms
-
Document control + reporting support with compliance-first precision.
- Document processing (secure downloading, indexing, and uploading)
- Webmail Account Monitoring
- File conversions, formatting, and MS Word/PDF document clean-up
- Data Validation and Reporting Support
- Suitability form data transfers and updates
- Financial Scoring & Propensity to Buy
- BGA reports management (Submitted, Pending, Issued, Inforce)
Let EP’s team support yours.
Why Choose Employee Pooling for Special Projects?
01
Expert Execution
Insurance-trained specialists who understand AMS/CMS and industry workflows.
02
Scalable Support
Add resources instantly for large or urgent projects without adding headcount.
03
Speed & Accuracy
Deliverables completed quickly, with precision and compliance in mind.
04
Relieve Internal Teams
Free your staff to focus on growth, sales, and client service.
05
Predictable Costs
Pay only for the projects you need, when you need them.
Icon label
Zero recruitment overhead
Leave staffing costs behind and scale up your team and operations to suit your needs – paying only for the hours you need.
Icon label
Eliminated turnover risk
Our pre-screened, pre-trained professionals are ready to step in as needed for built-in redundancy and continuity.
Icon label
Scalable operations
Our solutions adapt quickly and easily to your fluctuating business needs.
Who We Serve
Employee Pooling supports BGAs, IMOs, FMOs, carriers, and wealth management firms with special projects designed to scale with their needs. With more than 280 global professionals serving 180+ organizations, our Special Projects team delivers measurable relief for even the most complex operational challenges.
Highly trained teams for the special project support you need.
Special projects don’t have to drain your team’s time and energy. With Employee Pooling, you gain a trusted partner to execute one-time or recurring assignments accurately, efficiently, and at scale. So you can keep your team focused on growth.
Let’s talk about your next special project.
