Delivering
High Quality

We specialize in providing top-tier outsourced insurance underwriting and processing services. Our commitment to delivering the highest quality extends to benefiting various sectors, including Insurance Carriers, PEOs, PAGAs/Wholesalers, Retail Agencies, and other Service Providers/Intermediaries

What we offer

Certificate Admin	Policy Administration		Underwriting Support		Claims Admin	Agency Support	Other Functions
	Policy Issuance	Policy Endorsement	New Business	Renewals
95% Cert System Master Setup Client Adds Client Terms Client Reinstate New Policy Renewal Policy Changes Issue Certs - Standard, Waivers, Special Wording	90% System Updates Issue Quote Issue Binder Confirm Requirement Verify/Validate New policy Issuance Renew Policy Issuance Policy Checking	90% System Updates Client Adds Client Terms Client Reinstate Confirm Requirements Other Policy Changes Endorsement Issuance Endorsement Checking	80% Assess Exposure Pull E-Mods Scrub Losses Search Web Calculate Premium Generate Quote Package Proposal	85% Annualize Payroll Assess Exposure Pull E-Mods Scrub Losses Search Web Calculate Premium Generate Quote Package Renewal	60% Get First Loss Notification Update System Info Track Progress Settlement Payment Accounting	70% Manage info Make System Updates Agent Registration Book & Manage Commissions Billing & Invoicing Client Review	50% Finance & Accounting Reporting Data Warehousing & Analytics Payroll Audits Premium Audits
ALLOCATION OF PROCESSES: OUTOURCED VS RETAINED
5%	10%	10%	Loss Pick Make Decision 20%	Make Decision 15%	Investigate & Examine Review & adjust Resolution 40%	Broker/Agent Enquiries Payroll HR & Benefits 30%	Actuarial Services Risk Mgt Services Vendor support IT/Tech Support 50%

OUTSOURCED : INSURE PRO FUNCTION

RETAINED CLIENT FUNCTION

OUTSOURCED OR RETAINED FUNCTION

% OF TASKS THAT CAN BE OUTSOURCED vs RETAINED

Data Protection & Information Confidentiality

Information Security

Deployment of Centralized Hardware Firewall & Antivirus Management Console
Desktop Antivirus Restricted Website Access / Usage
Access to client networks / servers via Secure VPNs / Remote Desktop Connection
No access to local disk drives or removable media
Disabled Ports, Password Protected BIOS, No Access to Personal Mailboxes
Automatic download & deployment of operating system patches
‘No paper-in no paper-out’ policy
No sub-contracting

Physical Security

Office Located in Software Technology Park with State-of-the-Art Infrastructure
Centralized Security Team with 24-hour surveillance
Random physical checks of all employee belongings at all entry and exit points
Deployment of Surveillance Cameras at All Entry & Exit Access Points Within & Outside Building
Deployment of Surveillance Cameras in Operations Floor & Continuous Monitoring

Employee Measures

Detailed Background Checks conducted for all employees at the time of on-boarding
Valid Photo ID cards issued to all employees, without which they cannot access the premises
Biometric Access & Fingerprint Scanning at All Entry & Exit Points in Office
Ethics Policy Training & Certification conducted annually
All employees are full-time hires on permanent rolls of the organization

Now Avail your Secure, ‘No Obligation’ 30-Day Risk-Free
Trial within a week, in 6 Easy Steps:

Please fill the form below to get started

Step - 1

Express Interest by completing a Small Form

Step - 2

Sign a Non-Disclosure Agreement

Step - 3

Discuss High-Level Scope of Work

Step - 4

Establish Basic Connectivity Requirements

Step - 5

We Mobilize Resources

Step - 6

Provide Basic Training Over a Webex Session

What we offer

95%

90%

90%

80%

85%

60%

70%

50%

5%

10%

10%

20%

15%

40%

30%

50%

Data Protection & Information Confidentiality

Now Avail your Secure, ‘No Obligation’ 30-Day Risk-FreeTrial within a week, in 6 Easy Steps:

Now Avail your Secure, ‘No Obligation’ 30-Day Risk-Free
Trial within a week, in 6 Easy Steps: