Services

Product Presentation & Training

Our Product Presentation and Training sessions go beyond basic product overviews. Through interactive workshops and engaging presentations, we delve into the intricacies of various insurance offerings, fostering a deep understanding of features, benefits, and application scenarios.

Digital Access Point for Invoices

Access your invoices anytime, anywhere with our convenient Digital Access Point.

Documentation & Archiving

Our secure Documentation and Archiving system acts as your digital filing cabinet. From application forms and policy documents to communication records and historical data, everything is meticulously organized and readily accessible. This ensures you have a complete auditable record at your fingertips, saving you time and frustration when responding to audits, filing claims, or simply referencing past coverage details.

Reconciliation

Our comprehensive Reconciliation process acts as your financial watchdog. By meticulously comparing data from insurers, carriers, and your internal systems, we identify and resolve any inconsistencies in premiums, commissions, and coverage details. This ensures your insurance program runs smoothly, maximizes cost-effectiveness, and gives you the confidence that your financial records are accurate and up-to-date.

Report Generation

Our robust Report Generation service goes beyond basic summaries. We provide you with clear, actionable insights tailored to your specific needs. These reports empower you to identify trends, delve into risk exposures, and make strategic decisions to optimize your insurance program, ensuring it remains aligned with your evolving needs.

Customer Inquiries Service

We understand that insurance questions can arise at any time. That’s why our dedicated Customer Inquiries Service is available to provide you with peace of mind. Whether you have a quick question about your policy details or need guidance through a complex situation, our knowledgeable representatives are here to listen, explain, and ensure you have the information you need to feel secure.

Claims Handling and Negotiations (All Lines)

No matter the situation, our Claims Handling and Negotiations team (All Lines) is your champion. They tackle denied claims head-on, ensuring you receive the compensation you deserve. Facing an underpayment? Our team will meticulously analyze your case and advocate for a fair settlement. When complexities arise, their expertise shines through, expertly navigating the intricacies of your claim to maximize your payout. From start to finish, they’re by your side,…

Portfolio Gap Analysis (All Lines) and Enhancement Recommendations

Our Portfolio Gap Analysis (All Lines) goes beyond simply reviewing your current insurance policies. We act as risk detectives, meticulously combing through all your coverage areas – property, casualty, life, and more. This deep dive uncovers any vulnerability and recommends strategic enhancements to fortify your risk management plan, ensuring you’re comprehensively protected and financially secure in the face of unforeseen events.

Technical Comparative Studies

Leveraging their deep understanding of insurance policies and industry trends, the Technical Comparative Studies team meticulously analyzes coverage options from various carriers. They don’t just present you with data; they translate complex details into clear comparisons, highlighting strengths, weaknesses, and pricing nuances to empower you to make informed insurance decisions.

RFP (Request for proposal) Design and Negotiations

The RFP Design and Negotiations team acts as your insurance advocate, crafting compelling proposals that clearly communicate your needs to potential insurance carriers. They leverage their expertise to negotiate the most competitive rates and terms for your insurance coverage, ensuring you receive comprehensive protection at the best possible price.

Insurance Technical Support

Negotiation process – claims – negotiation phase – claims process – policy design –  refining terms and conditions – extending coverage – limiting exclusions – guidance and documentation in the event of a claim – attending to client inquiries – presentations for insurance plans – health days – workshops for clients – complete backup.

We act as your insurance troubleshooting team, providing detailed explanations of policy coverage and resolving any technical issues you…