SPECIALIZED SUPPORT FOR INSURANCE PROFESSIONALS
Seamless administrative solutions designed for brokers and agencies so you can close deals, serve clients, and grow your book of business.
ยท General Liability ยท Property ยท Auto ยท Umbrella
SPECIALIZED SUPPORT FOR INSURANCE PROFESSIONALS
Seamless administrative solutions designed for brokers and agencies so you can close deals, serve clients, and grow your book of business.
ยท General Liability ยท Property ยท Auto ยท Umbrella
Maintain accuracy across every policy.
Update AMS to accurately reflect policy schedules and coverages from policy issuance through renewal. Identify errors, discrepancies, or missing updates (e.g., unreflected prior changes, duplicate schedules, incorrect limits) and raise for underwriter review.
Deliver compliance documents with precision and speed.
Create and issue Certificates of Insurance (Acord 25) or Evidence of Insurance (Acord 23 โ Auto, Acord 27 โ Property) as needed. COIs/EOIs are sent directly to loss payees or certificate holders via email or EOI submission links, with notifications for those requiring mailing.
Accurate data, polished ACORDs, and competitive carrier submissions.
Gather building information and record details in spreadsheets for tracking. Run Replacement Cost Estimators (RCEs) through MOE, complete ACORD applications, and prepare submissions. Quote to carriers.
Ensure changes are processed without delay.
Submit endorsement requests to carriers, track their status, and update AMS once issued. Confirm changes are reflected correctly across schedules and documents.
Every follow-up tracked, every deadline met.
Monitor and complete daily AMS follow-ups tied to open cases. These include checking endorsement status on carrier websites, requesting missing client information (building data, signed documents), following up with underwriters, and verifying payment postings for accounts with NOCs.
Avoid missed payments or cancellations.
Track client and carrier billing schedules, send reminders, follow up on outstanding balances, and process payments according to agency procedures.
Keep your client data and training resources secure and easy to find.
Manage, organize, and share files so templates, client-related documents, and summaries/presentations are accessible when needed.
Build smarter workflows with structured documentation.
Create clear SOPs, training resources, and streamlined processes that cut inefficiencies, improve onboarding, and save time across your organization.
Simplify hiring and onboarding.
Draft job postings and contracts, source candidates, schedule interviews, and onboard new team members. Deliver training where needed, helping new hires integrate quickly.
โ๏ธ Salesforce, AppliedEPIC, Microsoft Applications, Monday.com, Docusign, Google Maps, Google Earth, Property Assessor's Websites, Carriers' Websites