Insurance
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In order to increase organizational value
In order to increase organizational value, brokers must look for opportunities to increase organization value, regardless of whether they are Retail brokers, MGAs, Wholesalers, or Carriers. We provide you with insurance professionals who are experienced in handling the workload of your staff in order to maximize efficiency, enhance employee productivity, and increase top-line revenue. Reduce the amount of time spent on administrative tasks and allow your account management staff to focus on growing the business and building customer relationships.
We offer Insurance BPO services to streamline your back office processes, improve accuracy, and reduce costs. When it comes to outsourcing insurance claims processing, Captivance Data provides complete confidence.
Services We Provide
- Collecting the Accord forms
- Document uploading
- Filling out the application/accord information
- Creating quote for Premium Financing
- Policy Binding
- Getting required documents signed from the Insured
- Gathering of insurance company requirements
- Quote Creations for Insurance
- Proposal Generation
- Record details of the payment
- Providing invoice data entry services
- Renewal Services for Insurance Policies
- Order Loss Runs
- Coordination of Premium Finance Agreements with Finance Companies
- Policy checking services
- Endorsements for insurance
- Services for Policy Administration and Maintenance
- Services for policy cancellations and reinstatements
- Updating policy details on Agency management system
- Renewal Services for Insurance Policies
- Order Loss Runs
- Coordination of Premium Finance Agreements with Finance Companies
- Policy checking services
- Endorsements for insurance
- Services for Policy Administration and Maintenance
- Services for policy cancellations and reinstatements
- Updating policy details on Agency management system