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

EP New Business Case Management

EP New Business Case Management

Our comprehensive Case Management services offer a unique solution, providing dedicated full and part-time Case Managers available during US business and evening hours. Our dedicated team manages cases from submission to commission and aims to significantly reduce inefficiencies and redundancies, ensuring a seamless and responsive interface between distributors and insurers.

Service Levels

Level 1: EP Auto-Feed System—AMS/Carrier Synchronization

Level 2: Advanced Case Management

(Includes Level 1)

Level 3: The Virtual Case Manager

(Includes Levels 1-2)

Level 4: The Virtual New Business Department

(Includes Levels 1-3)

Level 5: US-Based Case Management Escalation

(Includes Levels 1- 4)

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