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We help with all the Research and Back-Office Paperwork

Our insurance back-office service is useful for the main functions of your insurance business:

New Business Servicing:

We are experienced with working in a straight-through processing (STP) system. The goal is to have data entered just one time and then to have the right sub-sets of that data flow to the parts of the insurance company that need it. We understand that this reduces the need for manual data entry and we have embraced this more efficient way of doing things in our operation as well. However, if you need partial manual data entry, we can assist. We can also handle data analysis of the data that is collected from your web forms.

We can help with the intake of prospective clients and new clients. Regardless of the CRM software you are using, we will be able to assist with any data entry of prospective or new client details. We understand that insurance is data intensive and that each piece of data matters when it comes to providing a quote to a prospective client or correctly recording the details of a new client and the assets they are insuring.

Policy Management:

We understand that the goal with policy management and administration services is to keep customer satisfaction high to reduce churn and to keep things running efficiently on the backend to keep costs down. Lower churn (higher customer retention) and an efficient operation will lead to long term growth and higher profitability.

We are capable of handling the following responsibilities:

  • The creation of proposals.
  • Checking to make sure that the final insurance policy document matches the proposals.
  • When policies are up for renewal, we can check to make sure that the renewal policy matches the previous term policy. We can provide a written report on any differences (variances).
  • Any data exchange within the various departments of the insurance company.
  • Generating proposals to send to prospective clients.
  • Double-checking (quality control) of the details of proposals, quotes, policies or any other documents.
  • We can request loss runs.
  • If you run an analytics package or algorithm periodically to determine which policies to cancel, we can assist with this.
  • We can help check every operation that has been performed on an insurance policy or set of insurance policies. In this way, we can provide a written history of the policy.

Special Offer:

  • For any project that is expected to be longer-term or ongoing (last 12 months or more), we can provide you with a one-month, no-obligation, free trial of our service.
  • For shorter term or one-time projects, we can do approximately 1/12th of the project as a free trial. If you are satisfied at the 1/12th mark, we can then finish the project for you. 


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