Expanded Resources for Streamlined Solutions

Our philosophy emphasizes client satisfaction, which we achieve by offering services designed specifically to meet each of our clients’ unique requirements. Strategic partnerships extend EIS service offerings to add a seamless experience for our clients, providing a more efficient method of ordering, viewing, and transmitting medical records. Our partners are long-term strategic relationships who function as an extension of EIS, delivering unsurpassed quality and service. Additionally, EIS is also integrated with the internal underwriting systems of many major insurance carriers.


Learn More About our Valued Partners



     



EBIX

PARTNER SINCE 2004
Ebix SmartOffice for Insurers, BGA’s IMO’s, Brokers and Agents

In use by many of the top 20 Fortune 500® Life companies and more than 100,000 professionals worldwide, SmartOffice solutions are now considered the industry standard for agency management, practice management, and enterprise CRM. In use by industry leaders for more than two decades, SmartOffice solution for CRM, practice, and agency management are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues. Select the solution designed to meet your specific business needs.

www.ebix.com

iPipeline

PARTNER SINCE 2002
iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through their SaaS solutions, iPipeline accelerates and simplifies insurance sales, compliance, operations and support. iPipeline provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 120 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Cheltenham (UK), Fort Lauderdale, Horsholm (DK), Huntersville, Philadelphia, Salt Lake City, Tokyo, and Vancouver.

www.ipipeline.com

NFP

PARTNER SINCE 2010
NFP is a leading provider of estate planning and wealth transfer solutions for high net worth individuals. With NFP's independence it provides access to the world's leading carriers across life insurance and annuities, property and casualty protection disability income and long-term care. The membership organizations - PartnersFinancial, Benefits Partners - expands the network of advisors and over elite insurance and benefits firms a forum for education and collaboration.

NFP members use UConnect, a proprietary secure web-based application, which allows new business to be submitted electronically to several carriers at one time, thus standardizing the process and reducing turnaround time substantially. In addition, UConnect allows our agents to order medical records, track case activity, and store case documents in one place all while complying with HIPAA.

www.nfp.com

PaperClip

PARTNER SINCE 2010
PaperClip Inc. is an innovative software development and services company with 25 years’ experience and over 6 million electronic documents per month exchanged in a popular straight through processing model for the financial service industries. PaperClip focuses on industry business problems and delivers emerging technology solutions that help to satisfy an industry as a community. PaperClip offers a powerful collection of document management, workflow, document exchange and email encryption services designed to be simple but effective for the entire brokerage community to create, manage, access, and exchange documents electronically, while enhancing compliance.

www.paperclip.com