Policyholders expect your agency to deliver quality, timely communication, and service. Our Policy Servicing solution helps you meet these commitments by effectively handling policy changes and endorsements, performing thorough policy checking, and more. Our processes are customized to meet the needs of your agency and empower you to delight your clients while focusing on growth.
Each policy you delegate to us is checked against the relevant source documents to identify coverage issues, protecting your agency against errors and omissions risk, and ensuring policyholders have the coverage they need.
Our specialists can take care of renewal certificate jobs and other requests that come in throughout the day, minimizing interruptions for your staff and allowing them to stay focused on higher value work, such as client consultations.
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 and following up with carriers for the endorsement—or processing the request in the carrier’s system—helping you process clients’ coverage adjustments quickly.
When you delegate policy servicing tasks to us, your staff can spend more time understanding and fulfilling the needs of your customers, as well as exploring cross- and upselling opportunities that can grow your business.
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BUTTON CTALorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ato ne zadiri royale, tu hari anice historu vin. Zina muga paimoda pin si, visu heri cigi ika co.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ato ne zadiri royale, tu hari anice historu vin. Zina muga paimoda pin si, visu heri cigi ika co.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ato ne zadiri royale, tu hari anice historu vin.
Zina muga paimoda pin si, visu heri cigi ika co. lli voro inada jakine ri, tebin rucin zin ta, ceba senga mandi on kon.
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ato ne zadiri royale, tu hari anice historu vin. Zina muga paimoda pin si, visu heri cigi ika co. lli voro inada jakine ri.
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OPTIMIZE YOUR RESOURCE PRO TEAM'S STRUCTURE & OPERATING MODEL
by thoroughly understanding your volume fluctuation pattern, to be able to manage and achieve your expected service level consistently.
RESOURCE PRO'S BEST PRACTICE PROCESS WORKFLOW & DOMAIN EXPERTISE
ensures operational efficiency and accuracy across different line of business, programs and industry verticals.
98%+ PROCESSING QUALITY LEVEL
ensures new submissions are entered in an accurate and timely manner.
AUTO-DECLINE
submissions that do not meet the pre-defined underwriting criteria based on risk characteristics, agency profile, class of business, etc.
SUBMISSION TRIAGE
further evaluates eligibility based on underwriting appetite such as exposures, loss experience, policy limits, etc.
RENEWAL SUBMISSION
set up renewal risk according to pre-defined underwriting criteria.
ANALYTICS DASHBOARD
leverages data gained from the process of submission review and clearance to help you measure the quality of carrier book of business.
Our comprehensive approach to submission clearance allows you to gain the confidence that your underwriting staff are prioritizing best-fit submissions and delivering quotes timely.
Reduce turnaround time from days to hours with high compliance guaranteed
Quick response to the distribution partners and rapid follow-ups on profitable business
Auto-decline pre-qualification process
Analytics dashboard with actionable insights to enhance efficiency & optimize profitability
China & India Delivery Centers
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Get in contact with one of our experts to discuss how you can get started.
