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EP Special Projects

EP Special Projects

We are your go-to solution for alleviating the burden of special project tasks that may be overwhelming your team and slowing productivity. Our dedicated specialists are well-equipped to handle a myriad of special projects, providing you with the relief and expertise needed to navigate through any unique challenges. Whether it’s a complex assignment or a specialized task, we are committed to lifting the weight off your shoulders, allowing you to focus on your core business while we efficiently manage and execute your specific project requirements.

Service Features

Suitability Form Data Transfer

Adjust Hierarchy Management Alignment/Changes in AMS/CMS

Confirm “Active vs Terminated” Policies

Append CRD # to Appropriate Agent Records

Append NPN # to Agent Records

Fulfill In-Force Requests and Load Into AMS/CMS

Confirm Agent Record — Active/Inactive

Update Client Records with “As Sold” Policy Values (10/20/30 Years Expected)

Bulk Hierarchy Changes (Mergers & Acquisitions)

* Abbreviated listing of available Special Projects tasks

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