This document describes the services provided by Elite Sales Processing, Inc. (ESP) for application processing. ESP offers point of sale and rules-based underwriting programs that can approve applications within 8 minutes. They conduct MIB searches, fraud checks, and make approve/decline decisions. Approved applications are issued policies by Certainty Financial Assurance (CFA) who handles front and back-end administration. The Amplified team provides a turnkey program for customers with minimal capital requirements and an experienced team to manage for results.
PatientCalls separates itself from the competition by evolving away from the old stigma of “just being the answering service” and morphs into becoming a Trusted HIPAA Business Associate and Expert Service Provider to all Covered Entities due to 3 unique reasons;
PatientCalls separates itself from the competition by evolving away from the old stigma of “just being the answering service” and morphs into becoming a Trusted HIPAA Business Associate and Expert Service Provider to all Covered Entities due to 3 unique reasons;
Presentation at the ISTME Conference (In Search of Transcultural Memory in Europe). it took place in University College Dublin on September 3rd, 2016. The presentation deals with a citizen science project for digitization and cataloging by a group of volunteers of the archives of the youth movement Dror (Brazil, now Habonim Dror) related to the Dror / Freiheit movement in pre WWII in Poland. It refers to the application of Wikidata for the enrichment and provision of context for the digitized documents.
Presentation of work by WP1 – Content selection, aggregation and access. MOSAICA -Semantically Enhanced, Multifaceted,Collaborative Access to Cultural Heritage IST – 034984. MOSAICA Review Meeting, Sheffield, UK – July 26th, 2007.
051206 Seminar Advanced Technologiest For ArchivesDov Winer
Introduction to the MINERVA Project. Seminar: Advanced Technologies for Archives, Israel State Archive and the Jewish Agency for Israel, Jerusalem, December 6, 2005
041012end Of Internet Jewish Eva Minerva Jerusalem[3]Dov Winer
The end of the Internet? Some consequences for the old/new Jewish People. EVA/MINERVA Jerusalem International Conference on Digitisation of Cultural Heritage, The Israel Museum, Jerusalem, October 2004.
Suppliers and consultants regularly make recommendations to their client companies. In many companies, these suppliers of products and services are trusted advisors, often having the responsibility of making a final decision on a project. Even with best intentions, however, the supplier's decision of what is right for the customer is a difficult decision because there is a potential conflict of interest.
View the original Blog post: http://www.eprentise.com/blog/return-on-investment-analysis/the-bottom-line-wheres-the-money/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
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Ensure your data is Complete, Consistent, and Correct by using eprentise software to transform your Oracle® E-Business Suite.
Presentation at the ISTME Conference (In Search of Transcultural Memory in Europe). it took place in University College Dublin on September 3rd, 2016. The presentation deals with a citizen science project for digitization and cataloging by a group of volunteers of the archives of the youth movement Dror (Brazil, now Habonim Dror) related to the Dror / Freiheit movement in pre WWII in Poland. It refers to the application of Wikidata for the enrichment and provision of context for the digitized documents.
Presentation of work by WP1 – Content selection, aggregation and access. MOSAICA -Semantically Enhanced, Multifaceted,Collaborative Access to Cultural Heritage IST – 034984. MOSAICA Review Meeting, Sheffield, UK – July 26th, 2007.
051206 Seminar Advanced Technologiest For ArchivesDov Winer
Introduction to the MINERVA Project. Seminar: Advanced Technologies for Archives, Israel State Archive and the Jewish Agency for Israel, Jerusalem, December 6, 2005
041012end Of Internet Jewish Eva Minerva Jerusalem[3]Dov Winer
The end of the Internet? Some consequences for the old/new Jewish People. EVA/MINERVA Jerusalem International Conference on Digitisation of Cultural Heritage, The Israel Museum, Jerusalem, October 2004.
Suppliers and consultants regularly make recommendations to their client companies. In many companies, these suppliers of products and services are trusted advisors, often having the responsibility of making a final decision on a project. Even with best intentions, however, the supplier's decision of what is right for the customer is a difficult decision because there is a potential conflict of interest.
View the original Blog post: http://www.eprentise.com/blog/return-on-investment-analysis/the-bottom-line-wheres-the-money/
Website: www.eprentise.com
Twitter: @eprentise
Google+: https://plus.google.com/u/0/+Eprentise/posts
Facebook: https://www.facebook.com/eprentise
Ensure your data is Complete, Consistent, and Correct by using eprentise software to transform your Oracle® E-Business Suite.
The use of mobile apps as a medical device continues to mushroom. Approximately 85% of adults use cell phones. They offer a fertile field for mobile apps used for medical purposes, some good, some not. How do you decide which healthcare app is safe?
How to choose and use a CRM for your insurance businessARCSystems
To say that technology has changed the way we do business would be a drastic understatement. Computers, tablets, and smart phones have radically altered every aspect of our lives, including our businesses. Some of us may recall the days when we kept all of our client’s information in ledgers, notebooks, and folders. In fact, some of us may still be doing it. After all, it’s not always easy to adopt a new system, even when we clearly see that it has advantages for growing our business. While change isn’t, always, easy it can be good for us.
Lutz Finger, President, Product & Development at Marpai, an AI-powered health plan services provider (Third Party Administrator for Self-funded health plans), was interviewed ahead of the marcus evans CFO Summit XLI 2022, and discusses how CFOs can leverage the power of the most advanced AI to create the healthiest member population with the greatest cost efficiency within their health plan budget.
Tampa Employee Benefits Broker Check List: How do we measure up? Brian Brady
Website: www.accurateinsurancesolutions.com
Providing Innovative Solutions for companies throughout Tampa on their employer group health insurance plans. Our employee benefits broker checklist guide focuses on our services we provide and can be used as a comparison when considering changing your benefits broker or advisor.
When you partner with NextGen Healthcare, you benefit
from our Implementation and Training professionals. You get a database built to your specifications and installed while we handle end user training, go-live support, and post-live assessment and optimization. We do that so you
can continue to practice medicine.
IBM Cognos Express is Business Intelligence software designed specifically for mid-sized organisations. Mark Register shows how Business Intelligence can help business planning and forecasting and make significant efficiency gains.
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
What are the main advantages of using HR recruiter services.pdfHumanResourceDimensi1
HR recruiter services offer top talents to companies according to their specific needs. They handle all recruitment tasks from job posting to onboarding and help companies concentrate on their business growth. With their expertise and years of experience, they streamline the hiring process and save time and resources for the company.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
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[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
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Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
2. Underwriting Fully Underwritten Simplified – Rules based Point of Sale Application Development Final Expense/SPWL Medicare Supplement Administration Affiliation with Paramedical and Insurance Labs Telephone Interviews (Custom designed) Tele-App Programs APS/E.Dr. Questionnaires IntelliScript Rules Engine Capability Credit/Criminal Check Suitability Insurance Company Virtual Outsource Capability Connecting link to the future Medical Director MIB Licensed Partnership With Front and Back End TPA Processor 2
3. Medical Director Customized Point of Sale Programs MIB Licensed Paramed Alliance TPA Complete Underwriting Consulting Customized Rules based Programs. Call Center Customized ESP Virtual Outsourcing Model Lab Alliance Tele-App Customized IT Will be Designed Customized For client APS And E.Dr. Elite Sales Processing, Inc.® Your connecting Link to The Future Telephone Inspections Prescription Check TPA “CFA” Back End Process Mortality Check And Balance Field Relations TPA “CFA” Front End Process Underwriting Administration Actuarial Alliance Reinsurance Company Approval 3
4. 4 Our Philosophy -- is built on earning trust and respect from our clients and employees, building strong relationships, sound operating structures, client’s satisfaction, and creating profitable and timely professional solutions for our clients’ concerns and needs. Our Privacy Policy -- we will safeguard confidential information according to strict standards of security and confidentiality, with full adherence to the rules and procedures established for the Insurance Industry by MIB, FCRA, GLB, HIPAA and all other laws to protect any information your clients, consumers, insurance service providers, and customers share with us.
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6. Carla Brown, CEO – 25 + years insurance industry experience, former Senior Vice President, Division President and Board of Director of one of the largest underwriting and insurance services outsourcing companies in USA.
14. Creative solutions to your underwriting needs. Our underwriting services will be designed and built to meet your specific needs, rules, and procedures. It can be as simple or as complex as needed based on what you want accomplished. We will help you with any one function, any combination, or create a virtual process for you. Rules based and Point of Sale programs – we will build you state of the art programs and applications to fit the mortality expectations of the products. These programs can be built to give immediate approval without additional requirements or be part of a time sensitive issue process or any combination – these programs can have immediate checking features, MIB check, MVR, Prescription check, and other innovative features. Elite Sales Processing, Inc.®
15. 7 Telephone Interviews Tom Gracey as a Vice President/Chief Underwriter for a major insurance carrier was one of the first pioneers and creators of the Telephone Interview concept over 30 years ago. Under the ESP umbrella there is no limit to creative solutions for your mortality and morbidity protection – You will have the power of ESP working for you. Point of sale concepts were brought to new creative solutions under Tom’s, Chad’s, and Carla’s leadership over the past 25 years and we at ESP are introducing to the insurance industry new creative point of sale concepts and rules based underwriting solutions in association with creative interviewing. We train our interviewers to think and respond as trained underwriters – ESP has a one of a kind training program that is designed as a Underwriting training program. Our training program is designed by Tom and all training and on-going training is personally done by Tom, Chad, and Carla, and our Medical Director. ESP requires on-going training of our interviewers that duplicates training of a Underwriter. We will customize and create a program that best fits your company, mortality, morbidity, and budget. We will design an IT program that will provide the best connectivity and that will give you the service you must have. Our Web based connectivity between You and ESP will be designed to fit your needs and will have the features you need. We will do it together. We will design a program for you as simple or as complex that is needed to deliver the results you require. Elite Sales Processing, Inc.®
16. 8 Telephone Application We were among the early pioneers in Tele-Application processing years ago. We understand why you need ESP to provide accurate, timely, cost effective, and understandable applications that can not be compromised. The connectivity between ESP, paramedical companies, and other insurance service providers depending on your rules/procedures must be monitored and controlled to insure timely and accurate processing of the application. ESP will insure that connectivity and communication are established and maintained. There are numerous parts and processes to a Tele-Application program. ESP can do any part, combination of, or the whole thing – please contact us and we can help you design a total Tele-Application process that fits your needs and product. We will build your Tele-app program to your specifications. Elite Sales Processing, Inc.®
17. 9 Express Doctor’s Report – E.Dr. How many times have you said I don’t need a full APS and I don’t have time to wait and it costs too much? If only I had a way to get limited data to make an underwriting decision -- where is ESP when I need it? E. Dr.is not a substitute for the traditional Attending Physician Statement (APS); however, it can be used instead of an APS very effectively when you only need certain data. (What were the results of last months exam, Path Report of cancer 3 years ago etc.) The situations are numerous – you design the need every time you want a E. Dr. – no set rules, no limit to your ESP. We can even set up routine 5 question or less impairment E. Dr’s to zero in on mortality or morbidity concerns in certain ages, products etc. You analyze your need and then let your ESP take over. Call us and we can go over how this works – Fast, easy, cost effective, connectivity is how you want it. You have the power of ESP. Elite Sales Processing, Inc.®
18. 10 Attending Physician Statement We believe there are many Excellent APS providers in our Industry and the method is the same today as it was years ago except for how the transfer of the data is handled back and forth. We as an insurance community are at the mercy of medical facilities and doctors. There have been many different approaches to obtaining APS’s over the years but it is still difficult. There are beliefs that one provider has better service over another provider – this may be true based on organizational structure, delivery systems, how fast you process the request and with or without a check etc. However, we simply don’t think that at the end of the day when you look at the whole picture you are satisfied with the current process regardless of who the provider is and its costing you a lot of time and money and perhaps loss of business. We are not claiming we are faster or even better – but we are organized and experienced – you have to be the judge. We feel we can offer you -- one important difference in the APS situation -- cost savings and built in auditing of the APS process. It’s our partnership funding concept that we call PFC. With a little ESP this PFC can ease the pain of the cost factor and we will provide competitive excellent service. APS summary programs that fit your needs can be designed especially for you also. Elite Sales Processing, Inc.®
19. Historical: The story starts in 1967 with Tom Gracey – Tom was a medic in the military and after returning home from his tour in Southeast Asia he joined Mutual/United of Omaha Insurance Company in Omaha, Nebraska. He worked in the policy owner service department at Mutual for years while he attended college at night and in 1974 he earned his undergraduate degree in Business. Where we are today starts at that point. Tom went on to become an Underwriter at several insurance companies and became one of the youngest Vice President’s of Underwriting in the country at that time. During this period of underwriting he also earned Master degrees in Management and Human Relations. He was an adjunct faculty member at several colleges teaching weekends and evenings – thus creating an intense desire for training and education for all the future employees to come. He took a 6 month sabbatical from the insurance industry to become an Academic Dean of one of the largest business colleges in the Mid-West. During these years as head of underwriting and administration for several insurance companies Tom pioneered the telephone interview concept in the Insurance Industry along with other creative underwriting concepts. During these years – Carla Brown joined Tom as his trusted manager. While working in Kansas, Tom was asked to be a founding Executive to start an Insurance Company from scratch in Omaha, Nebraska by one of the largest insurance companies in the USA at the time -- he didn’t hesitate to get back to his roots in Omaha. It wasn’t long before Tom asked Carla to move her family from Kansas to Omaha to be the underwriting administration head of operations for the new insurance company. The desire to create new concepts and alternatives for the insurance industry started way back in 1967 and the intense desire to be an entrepreneur was becoming an overwhelming focus in Tom’s life once the insurance company was up and running and successful. Tom left to start an Underwriting and Insurance Services Company. It wasn’t long after starting the company that Carla and Tom’s two sons, Scott and Chad, joined the company. Tom, Carla, Scott and Chad built together along with fantastic and faithful clients plus numerous trusted, valued, loyal, and gifted employees one of the largest underwriting/insurance services outsourcing companies in America . In 2004 after almost 20 years of operations we sold our company. In 2007 – ESP was founded to provide high quality, integrity based, fair priced products with creative professional alternatives for the insurance industry. Not to repeat the past but offer new dimensions , products and services. Elite Sales Processing, Inc. ®
20. 12 Elite Sales Processing, Inc. (ESP), Actuarial Consultants, Inc. (ACI), Certainty Financial Assurance, Inc. (CFA), and Insurance Insight Group, LLC (IIG) founded Amplified, LLC (AMP) to provide a total solution with minimal capital outlay. AMP has combined Underwriting, Actuarial, Technology, Administration, Sales, Distribution, and Marketing into a focused collaboration that has created an innovative, one-of-a-kind turnkey program. AMP provides a unique team approach to program management where all facets are custom-designed to work seamlessly together, resulting in a more effective, more efficient, and altogether simpler process for your company. While the complete package of services is available, we also provide whichever services our clients would like to use. We tailor our solutions to match client needs. Tom Gracey – General Manager
21. Amplified Provides a Total Solution 13 Application Design & Processing Distribution Marketing Complete Back Office & Agency Support Product Design Underwriting Actuarial Support Without a large capital risk
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25. ESP – Elite Sales Processing, Inc. Tom Gracey, Chairman - Founder of one of the largest underwriting outsourcing companies in the USA. He’s been a consultant for a Global 400 company, an adjunct professor for more than 20 years, an author, and former Vice President/Chief Underwriter for three major insurance companies. Carla Brown, CEO – 25 + years insurance industry experience, former Senior Vice President, Division President and Board of Director of one of the largest underwriting and insurance services outsourcing companies in USA. Chad Gracey, COO/President – 20 + years insurance industry experience, former Senior Vice President, Division President and Board of Director for one of the largest underwriting and insurance services companies in the USA.Underwriting
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27. IIG – Insurance Insight Group. Chris Conklin, FSA, MAAA, Principal and Actuary, Chris developed new products that resulted in one company achieving sales growth over a ten year period from nearly Zero sales to over $100 million annually in life sales and $3 Billion annually in annuity sales. Mark Stone, Principal & Marketing Strategist, expertise in all aspects of the marketing communications and e-commerce functions performed by insurance organizations. Was long-time Vice President of corporate communications strategy and implementation . Steve Kennedy, Principal & COO, expertise includes all aspects of operational and financial management functions performed by insurance companies. He has helped carriers with operational improvement reviews, operational outsourcing including negotiation, transition, and management, operational audits, budget development and business and financial planning. Steve was a long-time Vice President of Operations for a major insurance carrier where he guided an operation from processing $500 million in annual sales to over $100 Million in life sales and $3 Billion in annual annuity sales over a four year period. IIG provides training and support to over 2,500 + contracted agents across the USA. IIG provides expertise in Agent Recruitment, Contracting, Training, Lead Distribution, and Lead control.Systems Distribution Marketing
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29. Application Processing Summary Point of Sale Elite Sales Processing, Inc. (ESP) Agent & Applicant Call ESP Agent & Applicant 8 Minutes to Success CFA Lead Generated Pre-Set appointment Pre-Qualification Sale is Made Application is completed Point of Sale Interview/Repeat application MIB searched/IAI/Plan F/Report codes IntelliScript Fraud statement reviewed Agent Check List/Agent Statement Decision is made – Approve/Decline If Declined – Decline letter sent – CFA Notified If Approved – Premium Payment options - Bank Draft authorization completed Policy Number assigned Electronic Transfer of file and decision to CFA Front End and Back End Processing Policy Issue - Emails/mails/other - policy to agent/applicant Commissions Policy Owner service Reporting Deposits Premiums to Insurance Company Insurance Company Turnkey program with minimal capital investment Competitive Product Innovative – automated processing AMP – Experienced team with broad experience On-Going management to achieve expected results Excellent niche marketing opportunity 19 Copyright 2010 - AMP
30. 20 ESP Insurance Services www.elitesalesprocessing.com Corporate – Underwriting/Case Management/IT 9140 West Dodge Road – Suite 404 Omaha, NE 68114 402-933-1758 Insurance Services Center – Point of Sale/Rules Based Programs/ Telephone Inspections/E.Dr./Tele-App/APS 101 North Elm Street Avoca, Iowa 51521 712-343-2367 Chad Gracey - Direct 402-933-1758 chad.gracey@elitesalesprocessing.com Tom Gracey – Direct 402-502-7487 teg5@cox.net Elite Sales Processing, Inc.®