Insurance & PEO Solutions
End-to-end support across underwriting, policy servicing, premium audits, certificates, analytics, and automation—built for speed, scale, and accuracy.
Book a 20-min consult
Insurance & PEO Solutions
End-to-end support across underwriting, policy servicing, premium audits, certificates, analytics, and automation—built for speed, scale, and accuracy.
Book a 20-min consult
Insurance & PEO Solutions
End-to-end support across underwriting, policy servicing, premium audits, certificates, analytics, and automation—built for speed, scale, and accuracy.
Book a 20-min consult
Client Outcomes
Client Outcomes
30%
30%
Faster Underwriting TAT
Faster Underwriting TAT
25%
25%
Lower Policy Admin Cost
Lower Policy Admin Cost
2,000+
2,000+
COIs Cleared in 1 Week
COIs Cleared in 1 Week
Our Solutions
Our Solutions
Underwriting Support
Speed submit-to-bind cycles with triage, appetite matching, pricing, and bind documentation. Reduce turnaround from days to hours.
Certificate Management
On-demand and bulk COI issuance, standardized
DOO wording and SLA-driven processing.
On-demand and bulk COI issuance, standardized DOO wording and SLA-driven processing.
Policy Administration
Issuance, endorsements, renewals, and
cancellations handled with SLA-backed accuracy
and compliance.
Issuance, endorsements, renewals, and cancellations handled with SLA-backed accuracy and compliance.
Agency Back Office
End-to-end agency operations support including account setup, commissions, carrier data updates, and reporting.
Premium Audits
Payroll data review, classification checks, and
reconciliation to ensure premium integrity and
reduce leakage.
Payroll data review, classification checks, and reconciliation to ensure premium integrity and
reduce leakage.
Claims Non-Voice Support
FNOL data entry, claims setup, loss run
preparation, and claims status tracking without
voice handling.
FNOL data entry, claims setup, loss run preparation, and claims status tracking without voice handling.
Who We Serve & What We Deliver
Who We Serve & What We Deliver
Carriers
Wholesalers
MGAs
PEOs
Retail Agencies / Brokers
Carriers
99.2% Accuracy, <24h Turnaround
Eligibility checks, class code/NAICS verification, appetite matching, and auto-decline rules to
focus underwriters on in-appetite risks.
New business issuance, endorsements, cancellations, and renewals with strict SLA tracking.
Compliance-ready documentation and regulatory filings to reduce E&O risk.
FNOL setup, claim data entry, and loss run preparation.
Performance dashboards with loss ratio trends and carrier KPI tracking.
Carriers
Wholesalers
MGAs
PEOs
Retail Agencies / Brokers
Carriers
99.2% Accuracy, <24h Turnaround
Eligibility checks, class code/NAICS verification, appetite matching, and auto-decline rules to
focus underwriters on in-appetite risks.
New business issuance, endorsements, cancellations, and renewals with strict SLA tracking.
Compliance-ready documentation and regulatory filings to reduce E&O risk.
FNOL setup, claim data entry, and loss run preparation.
Performance dashboards with loss ratio trends and carrier KPI tracking.
Carriers
Wholesalers
MGAs
PEOs
Retail Agencies / Brokers
Carriers
99.2% Accuracy, <24h Turnaround
Eligibility checks, class code/NAICS verification, appetite matching, and auto-decline rules to
focus underwriters on in-appetite risks.
New business issuance, endorsements, cancellations, and renewals with strict SLA tracking.
Compliance-ready documentation and regulatory filings to reduce E&O risk.
FNOL setup, claim data entry, and loss run preparation.
Performance dashboards with loss ratio trends and carrier KPI tracking.
Carriers
Wholesalers
MGAs
PEOs
Retail Agencies / Brokers
Carriers
99.2% Accuracy, <24h Turnaround
Eligibility checks, class code/NAICS verification, appetite matching, and auto-decline rules to
focus underwriters on in-appetite risks.
New business issuance, endorsements, cancellations, and renewals with strict SLA tracking.
Compliance-ready documentation and regulatory filings to reduce E&O risk.
FNOL setup, claim data entry, and loss run preparation.
Performance dashboards with loss ratio trends and carrier KPI tracking.
How We Work
How We Work
Intake
Securely receive analyst
inputs via FTP, email, or
shared drive.
Securely receive analyst
inputs via FTP, email, or
shared drive.
Intake
Securely receive analyst
inputs via FTP, email, or
shared drive.
Validation
Team lead validates data,
logs in i-Flow, requests
missing information.
Team lead validates data,
logs in i-Flow, requests
missing information.
Validation
Team lead validates data,
logs in i-Flow, requests
missing information.
Processing
Specialists handle
underwriting, policy, COI, or audit tasks per SLA.
Specialists handle
underwriting, policy, COI, or audit tasks per SLA.
Processing
Specialists handle
underwriting, policy, COI, or audit tasks per SLA.
Quality Check
Independent QC review
ensures 99%+ accuracy and compliance.
Independent QC review
ensures 99%+ accuracy and compliance.
Quality Check
Independent QC review
ensures 99%+ accuracy and compliance.
Client Delivery
Final output delivered
securely via FTP, email, or
client portal.
Final output delivered
securely via FTP, email, or
client portal.
Client Delivery
Final output delivered
securely via FTP, email, or
client portal.
KPI Dashboard
i-Flow tracks SLAs,
turnaround, and accuracy in real time.
i-Flow tracks SLAs,
turnaround, and accuracy in real time.
KPI Dashboard
i-Flow tracks SLAs,
turnaround, and accuracy in real time.
Every workflow is monitored, measured, and optimized — so you always know where things stand.
Every workflow is monitored, measured, and optimized - so you always know where things stand.
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Copyright © Insurepro Services | All rights reserved
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Copyright © Insurepro Services | All rights reserved