Our Services

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New Account

  • Receiving Accord Forms/ Application Data Entry
  • Uploading of the documents
  • Insurance Quotes / Generating Proposals
  • Client Receipts & Certificates of Insurance
  • Policy Issuance Services
  • Record Payment details
  • Invoice Data Entry Services
  • Insurance Policy checking service

Policy Management

  • Policy Renewal Services
  • Loss Runs Orders
  • Policy Issuance Services
  • Insurance Endorsements
  • Policy Maintenance and Administration Services
  • Policy Cancellation and Reinstatements Services


  • First Notice of Loss
  • Claims Set Up, Verification and Validation
  • Claims Processing Services
  • Claims Adjudication Services
  • Subrogation
  • Maturities Processing
  • Early Retirement /Withdrawals /Reconciliations
  • File Closure & Portfolio Management

Comission Management

  • Commissions Data Entry
  • Payable Commission for Producers
  • Commission Systems Enhancement and Maintenance of Applications
  • Commissions Accounting Services

Underwriting Support

  • Application Review/ Quotes
  • Loss Run Analysis
  • Premium Calculations


  • Collections
  • Remittance exceptions
  • Direct bill reconciliations
  • Refunds /Billing /Premium mode changes
  • Bank changes /Excess/ deductable management
  • Settlement Agreement
  • 3rd Party Claims (property damage & bodily injury)
  • Subrogation /Recoveries
  • Fraud checks and Claim finalization

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Our office is taking precautions, but whether we are in the office or working remotely, we are ready and able to serve you during our normal business hours. Just give us a call 469 606 2847