BPO Policy Servicing | Schedule a Consultation

Eliminate the Administrative Backlog with BPO

Policy Servicing

Customer service doesn’t end at onboarding. Your customers need fast, responsive, accurate service throughout the entire relationship. Solartis offers support for a variety of policy servicing processes to help your business support customers from issuance to termination.

Solartis has the expert resources you need to review and understand your current processes, optimize them with the best combination of human and technology resources, and deliver rapid, accurate, high-quality results.

Our team of highly-trained specialists in P&C policy administration outsourcing can always take on additional tasks, or special projects as needed. Contact us today to learn more about how Solartis Administer can make your business more efficient, profitable, and customer-focused!.

Schedule Your BPO Consultation to Learn More

Ongoing Policy Services Include

1. Endorse

Issue Premium / Non-Premium
Endorsements
Verification and Stamping

2. Renew

Generate Non-Renewal Notices
Generate Renewal Submission
Renewal File Setup

3. Cancel

Generate Direct Notice of Cancellation
Issue Cancellation Endorsements
Issue Rescission Endorsements
Issue Lost Policy Release

4. Inspections

Inspection Ordering
Inspection Report Review
Inspection Recs / Discrepancy Follow Ups

5. Loss Runs

Renewal Loss Runs
Ad-hoc Loss Runs

6. Claims

Send Acknowledgement to Agent
Send Notice to Carrier

7. CRM

Maintain Broker / Agent Details
Email to Agents
Filing, Sorting, Categorizing & Labeling Correspondence
Maintain Insured Details

8. Accounting/Invoice to Cash

Data Entry
Billing Corrections
Commission Corrections
Carrier Receivable Reconciliation
Carrier Disbursement Reconciliation
Vendor Invoice Reconciliation

9. Tax

Audit Tax Affidavits
File Tax Affidavits
Tax Entry to State Systems
Tax Entry to Customer Systems
Retrieval of Tax Forms for State Submission
Send Required Tax Documents to States

10. Data Capture/Data Cleansing

Labeling and FIling Documents
Policy Entry to Client Database
Data Capture for Analytic Reporting

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