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
2000 Glen Echo Road, Suite 111 Nashville, TN 37215
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