INSURANCE POLICY OWNER
LIFECYCLE SERVICES

WORKFLOW
CAPABILITIES

Upgrade at issue

Cross-sell & up-sell

Customer service

Endorsement processing & distribution

Policy owner retention

Lead qualification

EPX is "system agnostic" and can deliver processing solutions utilizing your systems.

Chat/Chatbots

Click to call

Social media monitoring

Digitization at the source

Management of the entire claims experience from first notice of loss, to claim data input, and file management.

Payment processing for new, renewal, and endorsement premiums, or tele-underwriting.