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Insurance Specialist Services

Insurance Specialist Services

That work for Your Agency

Our U.S.-based team of Insurance Specialists are extremely proficient in the software you use. Licensed and armed with real agency experience, they know what it takes to get the job done right the first time.

Traditional agency office structure doesn’t work for all agencies. Using our Insurance Specialist Services means you only pay for what you need. There’s no overhead, no minimums, no set-up costs, no interviews, no personnel files, no paid breaks… just quality work when you need it, from a firm you trust.

You’ll be assigned a dedicated Insurance Specialist ready to provide you with weekly reports documenting work completed and ensure your complete satisfaction!

Processing

All aspects of client servicing from Certificates of Insurance, Evidence of Property, Auto ID Cards, Binders, Policy Entry in to management system, Policy Checking & Processing, Endorsement Checking & Processing, Claim Filing & Updating, Suspense Follow Up, Notice of Cancellation Processing, Ordering Loss Runs, Download Reports and Download Assign, Download Processing, to Processing Incoming Mail.

Account Management Services

All processing services plus Rating & Quoting, Submissions, Proposals, Endorsement Ordering, Audits, Renewal & Expiration Lists, Master Certificate/ EPI Creation, Billing & Invoicing, & Researching Past Due Suspenses.

Special Projects

We’re here to help your agency with any special projects such as Cleanup and Backlog, Disaster Recovery Claims Handling & assisting with Data Entry during management system conversions.

Short Term Assignments

Short staffed? Let us help you when you need it the most!

8 Hour New Hire Training

Our 8-hour training program instills confidence in employees and management that training is conducted according to procedures, industry best practices, and minimizes the strain on existing staff thus maximizing the investment in new employees!

Staff Assessments

Tools that provide insight into how well employees are leveraging the software to achieve maximum efficiency and accuracy. Results will bring light to where you are today so that you can focus on what will make the biggest impact on your success in the future.

For More Information about Insurance Specialist Services

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