Services

Services

We offer a range of comprehensive outsourcing solutions tailored to meet the needs of the wholesale insurance industry. Our team of skilled professionals works diligently to provide accurate and efficient services, allowing our clients to focus on their core business operations.

At our core, we prioritise accuracy and efficiency in everything we do. We employ rigorous quality control measures to ensure that all work is error-free and delivered on time. We strive to be a trusted partner for our clients, providing a seamless outsourcing experience that allows them to focus on their business goals.

Featured Services

Inspection Review

Conducting full evaluation of Inspection Report, Insurance Policy and ACORD application form.

Policy Issuance

Issuing Policies according to industry standards and tailored to your specific process.

Renewal Prep

Preparing all the necessary documentation for easy Policy Renewal. All according the Underwriter instructions.

Submissions

Never pay late submission fees, we got you. We can take over the full submission process.

Endorsements

Swamped with requests for policy changes. We got the knowledge to clear your backlogs.

Custom

See the whole list of services we can perform, or let us know your special requests.

Are our services a fit for your organisation?

Introduction

Managing General Agent

Focus on writing more business, leave other work to us. By delegating your back-office tasks you become more efficient by making more room for customer service and engagement.

We can help you boost your performance, productivity and profitability by optimising complex processes.

Improve compliance and risk management – we follow industry’s best practices.

Reach your business objectives today.

Wholesaler

Every Wholesaler has specific needs and goals, and you need to carefully consider cost and benefits.

Partnering with us you can quickly and easily scale up your operations needs, in turn lowering your operational costs.

Our knowledge and expertise will bring you improved efficiency, and allow you to focus on core competencies, including underwriting and risk management.

Become more competitive in the market by improving compliance and reducing risks.

Onboarding
Explanation

Carrier

Clear your backlogs by optimising your resources, and focus your attention where it matters, building better relationships in the insurance marketplace.

With more efficient operations you will achieve increase in profitability and bottom line. Cost savings will have an added affect as well.

With increased accuracy of the work performed you will reduce exposure and risks and satisfy the regulators.

Communication

Retail Agent

Are you spread thin? We can help with taking over your administrative tasks so you can focus on building trust and relationships with the insureds.

You know they expect speed and accuracy, and we can help you by increasing your capacity without the overhead.

Increase your profitability by allowing your agents to sell more, improve customer service and innovate where it matters.

Are you ready?

Partnership benefits


Cost Saving


High Quality


Training


Fast Turnaround

Improved Efficiency

Remote Onboarding

You will be impressed!

Find out how you can be our new happy customer. It is easy, just fill in the contact form and we will reach out to you to schedule a non-binding exploratory meeting to discuss your needs and how we can help your operations with attention to detail, dedication, high-quality and cost-saving solutions.
Happy Customer
Phoenix, AZ

Partnership Roadmap

Step 1

Introduction

  • Determining your needs
  • Setting the timelines
  • Considering acceptance criteria
  • Establish starting team size
  • Agreement sign off
  • System access

Step 1

Step 2

Onboarding

  • Candidate selection
  • Team set up
  • Video training
  • SOP creation
  • Going live

Step 2

Step 3

Business as Usual

  • Regular Quality Control
  • Continued Education
  • Monitoring Workload and Capacity
  • Adding Team Members as Needed
  • Process Improvement Recommendations

Step 3

Step 4

Communication

  • Regular Calls with Account Manager
  • Production Reports
  • Email correspondance
  • Video Meetings
  • Office Visits
  • Industry Conferences

Step 4

Attention to detail

Attention to Detail

Cost Savings

Cost Savings

High-quality Service

High-quality Service

Knowledge

Knowledge

Data Security

Data Security

Teamwork

Teamwork

Start clearing your backlogs and reaching your KPIs!