Services
What We do
What We Do
We have extensive experience in handling a variety of insurance processes. We have been successfully handling insurance back office processes for licensed agents/ brokers or MGA. It doesn’t matter whether your process is simple or complex, we promise to quickly onboard your project. We will rapidly assemble a team of process experts based on your requirement, to seamlessly deliver instant high-quality results.
Submission
By effectively reviewing every potential business and infusing best practices into your insurance business, we’ll expedite relevant submission and get your proposals out faster.
Quote and Binder
Prepare all files shown on system for policy typing. Enter basic data into system, Evaluate the exposure. Prepare coverage bound email. Follow up with insureds, brokers and underwriters to make sure all required items done.
Issuance
Underwrite the information provided by insureds. Email to insured or AE (account executive) to require the necessary information.Follow up on pending underwriting items. Issue policies. Send documents to carrier. Generate certificate of insurance. Handle business correspondences from insureds, brokers, agents.
Renewal
Generate Non-renewal Notices. Log renewal submission. Renewal File setup. Review all previous files and underwrite in system. Issue renewal policies
Endorsement
Underwrite the information on change request from insured. Issue premium/non-premium. Delivery Endorsements
Cancel & Reinstate
Generate direct notice of cancellation. Issue cancellation endorsement. Issue Reinstatement
Inspections
Ordering inspection. Review Inspection report
Loss Runs
Order Loss run
Invoice
Data entry in invoice system. Billing Corrections. Commission Corrections