Insurance Agency Services

Agency Staff Support encompasses data management, communication, underwriting support, financial processes, and documentation/compliance aspects of the insurance agency’s operations.

1. Policy Data Management:
   • Downloading and entering data from insurance carriers.
   • Updating customer information, policy details, and coverage data.
   • Handling changes to existing policies (Endorsements).
   • Creating and managing various documents like Acord forms, certificates of insurance, and invoices.
   • Updating and attaching documents into the Agency Management system.
2. Communication:
   • Corresponding with insurance carriers via emails and calls for policy-related processes.
   • Corresponding with clients via emails and calls to collect policy-related information.
   • Documenting information when a claim is reported.
3. Underwriting Support:
   • Collecting policy-related information from clients to support underwriting decisions.
4. Financial Processes:
   • Invoice creation for New and Renewal policies, endorsements.
   • Policy quote proposal creation.
5. Documentation and Compliance:
   • Documenting information when a claim is reported.
   • Ensuring compliance by generating Acord forms and certificates of insurance.
   • Managing the creation and distribution of certificates of insurance.