Assistance
Process
If you need assistance resolving an issue or problem, please note the following:
The Problem
Status
Initial Pricing
Turn Times
Existing Pricing Issues
The Solution
The Problem
Status
Initial Pricing
The Solution
EPMX, Sales, Account Executive
EPMX, Website, or Account Manager
EPMX Portal
Account Management
UW Team Lead (see org. chart below)
Account Manager/EPMX Portal
The Solution
Account Manager
EPMX, Sales, Account Executive
EPMX, Website, or Account Manager
EPMX Portal
Account Management
UW Team Lead (see org. chart below)
Account Manager/EPMX Portal
[email protected]
1. Identify the department and proper leader.
Setup
SALES
Account Management
West
East
Ashley Payton
VP Operations
(877) 255-3554 x1169
[email protected]
Tracy Thomason
AM Manager
(877) 255-3554 x1199
[email protected]
Underwriting
Jason Callan
CPO
(678) 525-6008
[email protected]
4. If your Sales issue was not resolved, escalate to:
West
East
Kenny Phillips
Chief Sales Officer
(401) 265-9031
[email protected]
West & East
1. Identify the department and proper leader.
Sales
(see UW Org Chart)
Jason Callan
CPO
(678) 525-6008
[email protected]
4. If your Sales issue was not resolved, escalate to:

