Insurance


We build dedicated teams of insurance professionals to improve your processes and reduce your administrative workload. Let your account managers and agents focus on serving your clients while we take care of the rest.

Scalability
Highly Educated Professionals
Direct Line of Communication
Low Turnover

Policy Services

  • Endorsement Checking
  • Insurance Policy Checking
  • Policy Delivery
  • Renewal Processing
  • Cancellation warning notices
  • Change request

Benefit Services

  • Census input and updating
  • Medical audit
  • Small group quoting
  • Adds / deletes
  • Document retrieval
  • Cobra Enrollment
  • Application scrubbing

Customer Services

  • Prospect and market research
  • Lead Generation Services
  • Inbound Service centers
  • Customer / Carrier Outreach

Claim Services

  • Loss run ordering
  • Experience modification calculation
  • Claim tracking
  • Premium loss summaries
  • Claim inputting

General Data Entry

  • Applications
  • Certificates
  • New Business data entry
  • Quoting and proposals
  • New producer book conversion
  • Acquisition integration
  • Professional license verification

MGA & Wholesale Services

  • Submission data entry and clearance
  • Risk evaluation
  • Quote and summary preparation
  • Broker invoicing
  • Policy binding
  • Policy stamping
  • Policy issuance Inspection ordering
  • Audit ordering and billing
  • NoC and reinstatement
  • ExMod reports and projections

Accounting & Billing

  • Direct bill invoicing
  • Statement reconciliation
  • Internet payment reconciliation
  • Expense report tracking

If you want to find out more about our Insurance department, please download the brochure below. You can also contact us directly, we would be happy to schedule a call in your earliest convenience.