Staffing for Insurance Brokerages
Staffing for the Insurance Brokerage Industry
Newpoint operates in all 50 states.
Newpoint is a well-proven and dependable source for highly qualified contractors and/or direct-hire recruits. Our contractors are W-2 employees of Newpoint and are fully insured.
Newpoint also provides ONSHORE and OFFSHORE processing to take the time-consuming task work off of your team so that your business can operate efficiently.
Newpoint also provides ONSHORE and OFFSHORE processing to take the time-consuming task work off of your team so that your business can operate efficiently.
Staffing and Services
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.
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 and 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?
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.
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.
New Business Support
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.
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.
Quoting and Proposals
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.
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.
Submissions
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.
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.