Complete apps/questionnaire with Insured to obtain quotes.
- Online rating or submit to company for quoting .
- New and Renewal Policy review and processing
- Review updated information for renewal quote or re-market
- Certificates of Insurance processing
- Managing renewal list
- Policy audit processing
- New Quote Proposals
- Customer New and Renewal Review
- Contact Insured for update information
- Review applications to Client for approval
- Send updated applications to carrier for renewal quote
- Market renewals
- Create and send proposal to Client
- Send to Insured with bind confirmation
- Send bind order to carrier
- Submit to company
- Follow up
- Obtain endorsement
- Process endorsement
- Send to Insured
- Report claim to company
- Follow up with company in regards to claim
- Update management system with claim detail
- Cancellation follow-up with company
- Help Insured with direct bill inquiries
- Direct bill
- Process Insured payments using company website
- Email – reply to Insured/Client/Carrier emails
- Complete any requests from Carrier
Live Remote Receptionist/CSR – You are never away from your office with our Virtual Reception/CSR . Your phone is answered by a cheerful receptionist who is fully licensed. They will gather information to answer a question, provide a quote, or process a change.
.If you prefer the CSR can perform these tasks for you and provide you with a detailed service report.
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