Outsourcing Services Inquiry
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Agency Process Outsourcing
Sales & Services
Policy Checking
What could your team do if everybody had an extra day each week?
Policy Checking & Downloaded Policies
Would you like to be proactive with your clients?We'll check your policy transactions against the source documents (such as binding instructions, last year's policy, etc.) and notify you if there are any differences, including premium changes. You can then proactively contact your customers to seize opportunities, increasing satisfaction and retention. We'll even retrieve the policy from the carrier website and save it in your system. Transactions include new business, renewals, rewrites, endorsements, and audits.
Non-Downloaded Policies
Would you like to eliminate backlog?Are you spending time processing and servicing clients instead of selling and account rounding? We'll check your policy transactions against the source documents (such as binding instructions, last year's policy, etc.) and notify you of any differences, including premium changes. We'll process the policy in your agency management system, mark it as renewed on your expiration list, and generate invoices for agency-billed policies. We'll even retrieve the policy from the carrier website and save it in your system. If you like, we can also prepare your renewal letter, print ID cards, and have certificates ready to go. Transactions include new business, renewals, rewrites, endorsements, and audits.
Claims
- Would you like to have a better handle on what's happening with claims?
We'll help you get a better handle on claims by retrieving claim updates from the carrier website, entering them into your system, and notifying you of changes. - Are you tired of certificate requests ruling your day? Are the interruptions dropping your productivity?
- Would you like to know that certificates are always sent on the day of the request?
No more being plagued with interruptions. We will add the certificate holders and generate certificates from your master within hours of receipt. We will attach them to your system and notify you that they were sent.
Contact us today to arrange a discussion. We will listen to your needs,
determine the right approach and set expectations.
Policy Data Maintenance & Downloads
Do you have other policy support needs? Are you spending too much time on ancillary activities? Are your downloads completed daily? Do you have initial loads to assign? Are your downloads completed daily? Do you have initial loads to assign?It's not hard to reconcile policy transactions (assign, attach) that didn't automatically attach, but it can be time-consuming. Whether you have an initial load to process or you just want your daily downloads done, we can retrieve and process your downloads for you.
Data Clean-up Projects
Would you like more accurate reports? Are you merging or converting a new book of business that needs to be cleaned up?We can enter and/or update your policy details in your agency management system so that it is clean and consistent.
New Business Support
Quoting
Do you want to proactively produce comparative quotes on rate increases but can't find the time?Entering the data to get a quote can be time-consuming, especially when you want several quotes for comparison. We'll do it for you. We'll enter the information into the rating application or carrier website, save the quote so that you can make changes as needed, attach a PDF of the quote to your system, and notify you that it is ready for review. We can requote based on the prior term information in the agency management system or carrier website, or we can generate a new quote based on information that you provide.
Submissions
Are you losing out because your competition gets their submission to the carrier first?We'll get the pre-work done for you so that you can focus on creating a winning submission for the carrier and client. We will track down the loss runs, create the submission record for tracking, update data based on your specifications, and print the ACORD applications.
Accounting & Receivables
Direct Bill Statements Processing
Do you feel bogged down by your direct bill statements?We'll give you back that time by entering your direct bill statements into your accounting system for proper revenue, commission receivable, and commission payable tracking. Additionally, we can reconcile your direct bill for cleaner financials, data, and reports.
Payment Posting
Do you know who has and hasn't paid today?With so much done by ACH/EFT these days, it's hard to keep your bank balance current in your system. Keep your financials up to date by having your cash receipts posted daily. We'll post your ACH/EFTs for you daily. We will also post credit card receipts, EFT/ACHs, client payments, direct bill payments, carrier commission payments, refunds, etc.
Custom Solutions
Custom Solutions
What else do you need?With our industry experience, we can customize a package to meet your back-office needs. Tell us your problems, and let's see how we can help.
Contact us today to arrange a discussion. We will listen to your needs,
determine the right approach and set expectations.