Insurance Outsourcing Services

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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


  • 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

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