- Carriers
- Distributors
- Financial Institutions
- Software Companies
Insurance-Focused
Business Processing Solutions
- Life
- Annuity
- LTC
- DI
- Health
EP helps your team to do more with less. Not every hire needs to be internal, and not every addition to the team means subtracting from the team.
EP’s core value is about unlocking deeper capabilities. EP unlocks capabilities you couldn’t afford to hire and train for internally. EP subsumes the cost and time to onboard reliable support staff. Each EP line of service presents a compelling reason that EP’s team can add to your current capabilities faster and more affordably.
Dedicated
Our dedicated specialists become a part of your organization daily.
Fractional Shares
We sell only Full Time Equivalents (FTEs), pay only for the services you need.
Departmental Specialists
Our dedicated specialists become a part of your organization – daily.
Management Hierarchies
Our management team leaders provide direction with decades of experience.
Providing Scalability
Our services are designed to scale with your business and its needs in partnership.
Cost Management
EP reduces costs and increases efficiencies
Customer Success Stories
Over the last seven years, our company has partnered with Employee Pooling for New Business Processing and Commissions Reconciliation. As a newer BGA, our team is able to rely on EP’s intimate knowledge of our CRM and business processes so we can focus on the growth of our company.
EP’s staffing model allows us to add or remove resources to our account based on the hours needed to complete each task. Their flexibility, communication, and dedication to our account are invaluable ingredients that have contributed to the overall success of our workflows and business.
Our One Year anniversary is coming up with EP and we really want to celebrate EP and how you all have literally saved us over here. We have had MANY discussions regarding the crazy workload that we were unexpectedly hit with, and how EP probably saved this department as a whole, just based on the amount of work that was coming in. With your support we were able to focus on our agents and our cases.
If we didn’t have EP, I can tell you very confidently that a LOT of people probably would have quit when everything hit the fan with the rates and carriers. We appreciate our EP teams more than we can say!
Our partnership with Employee Pooling has been a huge asset to our business. We have been able to consistently count on a reliable team to support our New Business, Contracting, and Commission teams without interruptions.
Employee Pooling is eager and willing to help with any special projects and accepts our feedback with a willingness to adapt to our special needs.
Employee Pooling has been a game changer for our business model. No more entering data into the CRM or chasing down conditions.
It’s a pleasure to work with Employee Pooling, and we hope to add more services in the near and distant future, as we are only using the “Tip of the Iceberg”.
EP’s support is the best! I love our weekly meetings.
We’re accomplishing so much.The team asks great questions and has good suggestions for improvement. It’s been a great experience – Thank you!
We save our customers in Staffing
85%
24
Round-the-Clock Support
Critical Security
ISO 27001 Certified
One-Stop-Shop from Submission to Commission
24/5 Services & Support for Improved Case Cycle Times
Free Up Key Personnel to Focus on Sales & Customer Experience
HIPAA Compliant Process & Data Security System Certified
Our Team + Your Team = Success
Contact us to learn more about how our experience can help you succeed.