Agency VA Reviews & Profile — BPO Service Company

About Agency VA

Collect list of renewals from carrier or AMS and sort rate increases
Enter data to rater and carrier to re-shop
Set appointment for agent to re-shop and retain client
Process direct and agency bill payments to bind policy
Collect underwriting documents or information for renewal necessary
Late Payment Voicemail, Text, Email
Cancellation notice, Voicemail, Text, Email
Reinstatement follow-up, Voicemail, Text, Email for appointment scheduling
Follow-up for trailing document requests from underwriting
Policy checking with the issuance of a new policy
Claim notification follow-up process
Voicemail, Text, Email process welcome greeting and documentation
Fix any pending policies that need additional information to be properly issued
Process for onboarding and follow-up for customers to discuss with them regarding claims, service, and payments
Data cleanup information within the AMS to carrier upon policy issuance and download
Requests from a customer to change a property on a policy all details with correct info must be provided
Policy changes requests such as coverages, additional riders, and deductible changes
Adding and removing lienholders as well as sending out a confirmation to the customer and lienholder
Monitoring an inbound email inbox for certificate requests as well as completing certificates
Agency VA will provide New Business quotes on a limited basis included in this package
Quotes included are relative to 0
00001% CL to 0
000025% PL of premium that is being paid by customer
For example, a 1 million agency would get 0
000025% divided which is 25 quotes per month
Entering information from a quote sheet into the rater and management system for producer follow-up
Finalizing quote inside of the rater and bridging into the carrier page
Fill out generic quote, Acord, and simple supplemental applications
Process payment and bind coverage for policies, agency billed and direct billed
Sending out Voicemail, Text and Email, notifications to customer of missing and required documentation
Uploading received documentation to carrier and documenting the file with information
Resolve billing questions by looking up carrier page or contact carrier service team
Process payments for customers on carrier page or via POS (epay policy, etc…)