Premium Auditing

• Workers Compensation/General Liability/Commercial Auto
• Mail & Phone Audits
• Back Office support for Physical Audits
• Quality Review of Audits
• Mail/Phone Audit Solicitations - Generation and processing

Producer Licensing and Appointment Services

• Compliance Consultation
• Corporate Qualification
• Corporate/Partnership/LLC, etc.
• Producer/Agent/Broker/Adjuster
• All Lines
• Surplus Lines
• Annuities
• Managing General Agent
• Initial Company Appointments
• New - Licenses/Appointments
• Renewals - Licenses/Appointments
• CE Tracking and Updates
• License Status Updates
• State fee processing
• State appointment confirmation & updates
• External services vendor communication
• Producer and Agent information verification

Policy Administration Services

Policy Services

• Application registration and scrutiny
• Data verification and history
• Quote generation
• Approval and binding
• Document issuance
• Change request registration
• Endorsement issuance
• Mid-year cancellation
• Renewal tracking

Billing & Receivables

• Payment processing
• Mailing e-bills
• Billing dispute resolution
• Follow-up and collection of receivables

Claims Services

• Covering first notice of loss
• Claims assignment
• Fraud verification
• Document preparation for adjudication
• Fast track adjudication, claims support, and claims auditing.

Data Transformation Services

• Data Entry / Capture: Scanning, Indexing, data entry and data capture services
• Data Conversion
• Data Processing

Forms Processing Services

• Creations of Customizable Forms
• Data Capture