Our Insurance Outsourcing Services
Certificate Processing
- Issuing certificates of insurance
- Reviewing contracts for insurance requirements
- Creating master certificates
- Collecting certificates and reviewing for compliance
Policy Management
- Policy checking
- Endorsement processing
- Manual policy entry
- Cancellation and reinstatement processing
- Carrier downloads
Underwriting Support
- Ordering loss runs
- Ordering MVRs
- Following up on loss control recommendations
Sales Support
- Preparing quotes on carrier websites or comparative raters
- Entering data in Acord forms
- Surplus lines renewal quote requests
- Generating proposals
Premiums and Commissions
- Direct bill reconciliations
- Invoicing
- Commissions data entry
Claims
- First notice of loss entry
- Claims document management
- Claims set up, verification and validation
- Claims adjudication services
- Subrogation
- Maturities Processing
- Early Retirement /Withdrawals /Reconciliations
- File Closure & Portfolio Management
