Your Best-In-Class Software Solutions for BGAs & IMOs


Your Best-In-Class Software Solutions for BGAs & IMOs

Your Best-In-Class Software Solutions for BGAs & IMOs

Your Best-In-Class Software Solutions for BGAs & IMOs

Features of The Insurance Nook Suite

Sell Term Online


Mine Your Book of Business

Shop a Case Fast


Quick Health Records

CRM Support

Sell Term Online


Mine Your Book of Business

Shop a Case Fast


Quick Health Records

CRM Support

Sell Insurance Online

Consumer Direct Insurance Tools

Video Messaging, Calendars, Quoters, eApplications, Social Media Campaigns, Lead Management

• Effective Recruiting Tool

• Consumer Direct Life & Med Sup's

• Shop - Compare - Apply in 5 Minutes!

• No Face to Face Meetings

• No 40-50 Page Applications

• BGA/IMO Private Label

• Create New Revenue Online

Policy Management System

Get rich, accurate policy data to easily identify new term sales, conversion, and life settlement opportunities.

• Statement & Illustration Ordering Automation

• Policy Monitoring & Performance Alerts

• Consolidated Portfolio Analytics

• Contract Details & Policy Values

• Product Features & Alternatives

• Year-Over-Year Comparisons


Mining & Minding Your Book of Business

Health Records in a Flash

Electronic Health Records (EHR)

EHR retrieval reduces APS ordering delays, delivering medical records in as fast as 1-day.

Accelerated Informals

Reduce weeks of the standard informal underwriting process to 1-day with results you can count on.

• Reign in informal underwriting costs and gain on-demand access to underwriting tools traditionally reserved for insurance companies.


• EP Underwriters will access and assess rich medical data that includes prescription and clinical lab history.


• You'll be provided with a professional risk summary to help you quickly shop your opportunity.

Accelerated Underwriting - Shop a Case Fast

Need CRM Support?

EP SmartSource gives you support access to:

Reduce weeks of the standard informal underwriting process to 1-day with results you can count on.

• Agent Contracting

• Case-Management

• Underwriting

• Commissions

• Policy Management

• Reporting


• EP SmartSource AMS (CRM, CMS, Comp) System for Distributors

• Central Processing Solution for IMOs and agencies with sub-organizations

• System Consulting—Integration—Training— Maintenance


Schedule a Demo

Contact Us

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Marshall Gray

Business Development

(615) 610-5585 ext. 207

marshall@ep-insuranceservices.com

2000 Glen Echo Road, Suite 111 Nashville, TN 37215

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