Deliver accurate policies, reduce review time, and gain actionable insights into your business.
Get in touch with one of our experts to discuss how you can get started.
We’re here to support your Account Managers throughout the entire policy lifecycle.
Your strategic advantage
Reduce review time by 50% with Policy Insights, a tech-enabled solution that optimizes and analyzes the policy checking process.
Apply that saved time to revenue generating work and achieve as much as $45,000 in additional revenue per 1000 policies.
Using our tech-enabled Account Manager Portal (AMP), you can monitor policy processing in real-time, track account manager performance, and quickly identify and correct E&O issues.
average discrepancies per policy found by our teams
policies checked monthly
average reduction in policy errors
No more digging through emails or the AMS to keep track of policy data. The AMP aggregates all policies that go through Policy Insights, so they can easily be searched and filtered, giving you a real-time view into which policies have been checked, reviewed, or are still in progress.
Say goodbye to expansive spreadsheets and unnecessary information. When reviewing policies through the AMP, you can instantly recognize discrepancies that may need to be addressed and make the necessary updates with the click of a button.
Finally you can eliminate the tedium of downstream coordination. During a review, account managers can choose whether to assign the work internally or to ReSource Pro. Upon submission, the AMP automatically delivers emails to all key stakeholders, for a quick and seamless handoff.
We’re here to help you meet your commitments by effectively handling policy changes and endorsements, performing thorough policy checking, and more. Our processes are customized to meet your needs and empower you to delight your clients, all while focusing on growth.
By leveraging automation technology and experienced insurance professionals, Policy Insights not only avoids the common pitfalls of other solutions but offers support in the areas that impact the customer experience most.
Account managers can monitor policy processing real-time, and dive into policy documents and source documents with the click of a button with SourceLink.
Whenever you bind subject to anything, we continue to follow up as needed so that your agency never misses deadlines for underwriting requests, inspection recommendations, affidavits, payment notifications, and more.
We handle change requests by setting them up in your system, following up with carriers for the endorsement—or even processing the request in the carrier’s system—so you can quickly process your clients’ coverage adjustments.
When you pass policy servicing tasks to us, your team can refocus their time on understanding and fulfilling the needs of your customers, as well as exploring cross-selling and upselling opportunities that can grow your business.
Simplify your entire policy lifecycle - and gain the visibility you need to empower your team.
Schedule time with our experts