Quickly search for a policy and have a snapshot of its true performance in one place, regardless of carrier or distribution channel.
Monitor your entire book at once; never miss a premium with our reminders. Set notes and tasks so that nothing slips through the cracks.
Quickly filter your book to streamline your workday. Generate a client-ready policy review that is easy to understand and adds value.
By continuously monitoring inforce policies, our software can identify new sales opportunities within your existing book for conversions, remediation activities, term lapses and much more.
Tom Gray, CEO & Founder of Employee Pooling