Policy administration
Issuance, endorsements, renewals, cancellations, reinstatements, and lapse management. The policy record stays accurate from bind to close, and the audit trail comes with it.
Services
Everything after
the signature.
We take administration off your desk and run it as a discipline. Engagements are scoped to what you actually need — a single function, or the whole back office.
A
What we administer
Six files, one drawer.
Billing & premium accounting
Invoicing and premium collection on any mode you bill. Reconciliation, trust accounting, commission statements, refunds, and delinquency notices handled on schedule.
Enrollment & new business
Application intake, data capture, requirement chasing, and a clean, complete file delivered to your underwriting desk. Fewer things come back to you unfinished.
Claims administration support
First notice of loss, document collection, status tracking, claimant correspondence, and escalation to your adjusters when a file needs a decision.
Policyholder service center
Inbound calls, email, and written correspondence answered under your name. Coverage and billing questions, ID cards, beneficiary and address changes.
Compliance & reporting
Regulatory filings, carrier reporting packages, and records kept to the standard an examiner expects — so an audit is a request, not an emergency.
B
Engagement
Take a piece, or take the floor.
Most clients start with the one function that is hurting, then hand over more once the reporting proves out.
01
Single function
One capability — billing, or the service center — carved out and run by us.
02
Full back office
End-to-end administration of a line or a program, from enrollment through claims.
03
Closed-block runoff
A book that is no longer sold still has to be serviced correctly. We service it.
04
Overflow capacity
Seasonal enrollment surges and conversion projects, without permanent headcount.
Not sure which file it falls under?
Describe the problem in plain terms and we will tell you honestly whether it is something we should be handling.