Supercharge your policy lifecycle management (PLM) and underwriting (UW) operations support in one go. Our PLM and UW services ensure robustness across all processes to improve customer satisfaction and business efficiency.

• Manage submissions, tasks, and communication for agents and underwriters.
• Handle digital ID cards and certificates for policyholders.
• Verify third-party data and update underwriting notes for informed decision-making.
• Automate notifications and alerts to generate quotes and follow up with customers, optimizing your renewal process.
• Oversee customer notices, reports, loss run downloads, and verifications for efficient workflows.
• Extract loss run data and utilize it for accurate policy processing.
• Leverage automated tools to process submissions and renewals, generating reports for underwriters.

Ensure a seamless omnichannel customer experience powered by our advanced digital assistants and AI chatbots. Our services simplify customer acquisition and retention across multiple digital touchpoints for personalized engagement and onboarding.

Lead Generation

• Identify ideal customers through multi-channel digital marketing campaigns, including email blasts, tele-calling, SEO optimization, referral programs, and targeted ads.
• Detect emerging trends and opportunities for targeting new insurance products.
• Customize lead generation strategies for specific insurance lines, such as auto, commercial, and specialty products — to maximize ROI.

Customer Retention

• Streamline pre- and post-renewal processes to support operations and underwriting teams for efficient renewal processing and customer delight.
• Sustain long-term relationships by ensuring ongoing support and communication after policy renewals.

A successful insurance business demands investing in your agent and intermediary network. Our best-in-class Agent and Intermediary Support benefits insurers with effortless onboarding and offboarding experiences.

• Facilitate efficient compliance with W-9 form collection and processing.
• Schedule and process agent commissions accurately and on time.
• Simplify data extraction and submission of ACORD forms.
• Provide daily file download support and real-time workflow tracking.
• Offer customized reports for actionable intelligence on customer churn, renewals, agency performance, and sweep accounts.

Managing insurance data regulations and compliance can feel like navigating a maze. Our Data Quality and Compliance services provide a comprehensive solution for managing all aspects of statistical reporting and rate filings.

• Ensure rate filings and regular reports meet all compliance requirements.
• Verify and certify compliance reports and policy forms to meet all regulatory standards.
• Analyze regulatory circulars, identify potential impacts on policies, and provide timely reports for informed decision-making.
• Cleanse, organize, and validate policy, billing, claims, and reinsurance agreement data, ensuring it meets all reporting requirements.
• Ensure data formatting according to regulatory and third-party specifications.
• Secure the accuracy and integrity of your reported information with our rigorous data validation process.

Stay on top of complex reports and manual data entry while reducing the chances of errors. Our hybrid Data Entry & Reporting Services help insurers automate legacy insurance processes to accelerate productivity.

• Streamline submission requests from agencies and brokers, eliminating manual processing and delays.
• Get accurate and customized reports at the account, regional, and product levels to make informed decisions.
• Resolve commission and agency/producer issues with transparent commission reports.

Explore our IDP Solution

Optimize your claims process and improve customer experience with our Claims Management Services.

(a) Streamlined First Notice of Loss (FNOL) Reporting

Accelerate claims processing with a seamless First Notice of Loss (FNOL) experience.

• Minimize delays with timely claims reports through various channels such as customer service, email, phone, online portals, and mobile apps.
• Our BPS team expertly manages multi-loss claim handling, registering them in the system for quick review by the claims department.

(b) Proactive Claims Management with Automated Workflow

Enrich customer experiences and claims decision-making with our combined automation and human expertise approach.

• Our experienced team tackles exceptions, large claims, and intricate situations with personalized attention and unmatched expertise.
• We actively track claim progress, dynamically create tasks, and assign them to the right team members for swift resolutions.
• From initial filing to finalization, our services adapt to the unique lifecycles of every claim, ensuring a disruption-free and efficient process.

(c) Data-Driven Fraud Detection & Analytics

Safeguard your business and your policyholders with intuitive claims fraud detection and analytics.

• Track all checklist items during claim assessment, ensuring no element is overlooked.
• Access sweeping fraud analytics reports to support strategic decision-making and protect your bottom line.