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
- 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.
- Pull carrier underwriting reports for our CSRs.
- Document policy management.
- Provide policy renewal and issuance services.
- Perform policy maintenance and reinstatements services.
- Provide premium administration, billing and collections.
- Calculate remittance exceptions.
- Direct Bill reconciliation.
- Re-write non-renewal and policy cancelations.
- Process insurance endorsements.
- Insurance underwriting support.