Solutions

Premium Service

Basic Data Service

New Business Policy Underwriting

  • Review all documents to make sure all are properly reflected on the policy.
  • Underwrite the exposures and request confirmation of compliance with all the necessary underwriting items from insureds, brokers, or agents.
  • Follow up on pending underwriting items.
  • Issue Policies.
  • Handle business correspondences from insureds, brokers, agents, sales, underwriters, and accounting.

Submissions

  • Clear New Submissions and CRM Data Entry.
  • Send Acknowledgement Letter.
  • Flag Potential Underwriting Problems.
  • Clearance in Carrier System.

Binder

  • Enter basic data into system.
  • Evaluate the exposures.
  • Generate CAT I, II, and III emails for sales and underwriters.
  • Prepare coverage bound email.
  • Follow up with insureds, brokers, or agents, and underwriters to make sure required items are done before coverage bound emails.

Rating

  • Setup Rater via Rating System.
  • Prepare Rating Worksheet.

Pre-Renewal Preparation

  • Run and submit Maprisk.
  • Check and submit TIV approval.
  • Check and submit claim approval.
  • Run Cost Estimator through Castle to evaluate the Replacement Cost of House. 

Other Featured Services

  • Review Payment Form.
  • Premium Finance.
  • Generate and deliver Co‐insurance Clause Notification.
  • Generate and deliver Building Replacement Cost Recommendation Letter.

Renewal Policy Underwriting

  • Issue Renewal Policies.
  • Follow up on pending underwriting items for renewal policies.
  • Request and review Surplus Line Forms.
  • Quote Endorsement Change Premiums.
  • Generate and deliver Notice of Non‐Renewal.
  • Generate and deliver Notice of Intent to Cancel and Notice of Cancellation.
  • Rescind NOC/NOIC.
  • Reinstate and rewrite Policies.
  • Prepare Complex Summary for Multiple Accounts/VIP Clients (Someone who has 100+ policies).
  • Handle business correspondences from insureds, brokers, agents, sales, underwriters, and accounting.

Miscellaneous

  • Verify Accuracy of Policy, Endorsement, Cancellation. 
  • Order Loss Runs. 
  • Order MVR Driver Reports. 
  • Change Request/Endorsement.
  • Issue Certificate of Liability Insurance and Evidence of Property Insurance. 
  • Fax/Email/Mail/Upload EPI or COI.
  • Handle Claims.