Solutions for Insurance Back-office operations (VA).
We have a program for processing some of the most labor-intensive tasks for insurance agencies.
These are, for the most part, non-interactive with clients and do not require Licensure, i.e., billing, CRM
management, data entry for rating, and managing direct-to-consumer marketing campaigns or account rounding.
like account rounding.
We currently provide the following services for many insurance agencies:
- Compile quote sheets from carrier information and input to Rater
- Complete quotes on carrier page
- Prepare proposals and review applications for new and renewal clients
- Enter and update all new clients and prospects into your AMS- EZLynx, Applied, AMS360, etc…
- Contact mortgagees for payment updates
- Prepare Certificates of Insurance
- Contact clients via email and text with payment reminders
- Process mortgagee changes for lenders
- Pull carrier underwriting reports for our CSRs
- Document policy management
- Re-write non-renewal and policy cancelations
- Provide policy renewal and issuance services
- Process insurance endorsements
- Perform policy maintenance and reinstatements services
- Insurance underwriting support
- Provide Backoffice account services
- Receive Accord Forms/application data entry
- Upload all required documents
- Generate proposals and insurance quotes
- Record payment details and send client receipts
- Invoice data entry services
- Commission accounting and processing
- Offer remote staffing
- Provide premium administration, billing and collections
- Calculate remittance exceptions
- Direct Bill reconciliation