Insurance Outsourcing Services

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844-606-7348

Our Insurance Outsourcing Services

Cerificate Issuance

  • Processing Certificate of Insurance
  • Reviewing Contract for COI’s
  • Creating Master Certificate / Template


Commissions 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


Sales Support - Quotes

  • Preparing Quotes on Carrier Websites
  • Entering Data in Acord Forms
  • Renewal Quotes
  • Insurance Quotes / Generating Proposals

Premiums

  • 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


New Account

  • Receiving Accord Forms/ Application Data Entry
  • Uploading of the documents
  • Record Payment details
  • Invoice Data Entry Services
  • Downloads, Submissions / Document Retrievals
  • Checking payments
  • MVR Ordering

Policy Management

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

Claims

  • 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

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