Why Partner with Employee Pooling?

Our clients consistently report that our services allow their internal teams to focus on core business activities while we handle the time-consuming administrative aspects of life insurance, annuities, and wealth management operations.

This partnership approach has helped our clients reduce operational costs while improving settlement efficiency.

Industry-Specific Expertise at Your Service

Employee Pooling brings extensive experience working directly with serving over 180 Distributors (including IMOs, FMOs, and BGAs), Life Insurance Carriers, and Financial Institutions . Our team’s proficiency with multiple database systems and settlement processes makes us uniquely qualified to support businesses like yours.

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“They give our staff the ability to work on more critical aspects of their job by taking away the repetitive daily activities that can bog down productivity and service”.

– Kim W.
Philadelphia, PA

“Employee Pooling has been a game changer for our business model.
No more entering data into the CRM or chasing down conditions.”

-Jason N.
Costa Mesa, CA