- Preparing summaries of coverage details for respective insurance agencies and carriers.
- Formulating premium and commission summary tables for all quotes which meet clients' proposal requirements.
- Extracting carrier financial ratings for perusal.
- Preparing structured spreadsheets to enable quote comparison.
- Populating standard proposal templates with requisite information.
- Creating final proposals and delivering printable/presentable formats.
- Receiving, processing and issuing certificates of insurance.
- Managing third-party communication/follow-ups to process requests swiftly.
- Scrutinizing contacts for compliance and taking up non-compliant matters
- Renewal of requests and compliance reporting.
- Processing revised certificates after renewals.
- Receiving, processing and issuing certificates of insurance.
- Managing third-party communication / follow-ups to process requests swiftly.
- Verifying contacts for compliance and taking up non-compliant matters
- Renewal of requests and compliance reporting.
- Processing revised certificates after renewals.
- Categorizing documents based on their use.
- Labeling documents as per standard naming conventions.
- Indexing documents for accessibility.
- Preparing document summaries for each policy.
- Making sure documents are searchable and editable for future requirement.
- Sending loss run requests to previous insurers and receiving reports.
- Procuring loss run data for policy renewal.
- Analyzing loss run data and preparing claims reports.
- Sending claims report to underwriters.
- Notifying underwriters about the availability of loss run data.
- Scrutinizing policy documents for correctness.
- Administrative tasks for insurance claims.
- Confirming that a policy is in line with the proposal or the previous term policy (in case of renewals).
- Noting down variances based on findings of the detailed review.
- Reporting any variances to the carriers and requesting revisions in a policy document
- Making certain that a final policy document without any variance is received.
- Corroborating property details.
- Inspecting ownership records.
- Probing pending litigations.
- Examining the physical conditions of the property.
- Planning and keeping track of policy renewals.
- Following up on renewals in advance.
- Dispatching renewal reminders.
- Touching base with carriers for renewals.
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Insurance Back Office Management Services
Alza offers world-class back-office management services that stem from our deep-rooted experience and technological edge.
Insurance Data Entry Services
Data entry is a tedious task that consumes precious time and effort that could be attributed elsewhere. Our adept team of insurance data entry professionals executes precise data entry services for your business to concentrate on the larger goals.
Insurance Endorsements Processing
Our menu of insurance endorsement processing support comprises handling the addition of coverage to an existing policy, amending coverage at mid-term, adjusting premiums, deleting coverage, and other tasks.
