Policy Services

• Endorsement Checking
• Insurance Policy Checking
• Policy Delivery
• Renewal Processing
• Cancellation warning notices
• Change request

Claim Services

• Loss run ordering
• Experience modification calculation
• Claim tracking
• Premium loss summaries
• Claim inputting

MGA & Wholesale Services

• Submission data entry and clearance
• Risk evaluation
• Quote and summary preparation
• Broker invoicing
• Policy binding
• Policy stamping
• Policy issuance Inspection ordering
• Audit ordering and billing
• NoC and reinstatement
• ExMod reports and projections

General Data Entry

• Applications
• Certificates
• New Business data entry
• Quoting and proposals
• New producer book conversion
• Acquisition integration
• Professional license verification

Benefit Services

• Census input and updating
• Medical audit
• Small group quoting
• Adds / deletes
• Document retrieval
• Cobra Enrollment
• Application scrubbing

Customer Services

• Prospect and market research
• Lead Generation Services
• Inbound Service centers
• Customer / Carrier Outreach