“A One Stop Life, Health, and Annuity Resource.”

EP New Business Application Processing

EP New Business Application Processing

We specialize in handling a diverse array of applications, including Life, Annuity, LTC, Hybrid, DI, Medicare Simplified, and Guaranteed Issue. Our dedicated team excels in managing PDF and electronic applications with precision, efficiency, and a commitment to ensuring each step is executed with the utmost care and attention to detail.

Service Features

Scrubbing PDF applications

Ordering medical records and exam requirements

Imaging and doc-typing, building the case in the CMS

Submitting in-good-order applications and flagging not-in-good-order applications

For electronic applications, checking contracting status in the CMS and updating or building out the case in the CMS

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