The Endorsement Agent gathers every detail of a mid-term change, files it with the carrier and confirms it in writing, so no change slips through.
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The Retention Agent spots at-risk accounts early, runs a consistent save campaign and shops other markets, so producers spend their time with the client.
The Claims Documentation Agent chases claim documents, files them in order with consistent names and routes each claim to the right adjuster for your CSRs.
The Certificate of Insurance Issuance Agent checks coverage, adds the right additional insured and delivers each COI, so your CSR can serve policyholders.
The Policy Renewal Agent pulls each renewal, reviews loss history, flags premium increases and starts remarketing, so account managers stay with clients.
The First Notice of Loss Agent takes the claim call, collects what the carrier needs, confirms coverage, files the claim and tells the client what's next.
The Pricing Agent reads every carrier quote line by line, lines up deductibles, exclusions and endorsements, and hands your producer a ready comparison.
The Certificate of Insurance Issuance Agent takes COI requests, checks limits and additional insured wording against the contract, and sends the COI.
The Client Onboarding Agent collects signatures, binds coverage, sets up billing and sends the welcome packet so account managers stay with the client.
The Claims Analytics Agent pulls claims data from every carrier, works out loss ratios by client and warns producers about a worsening account in time.
The Endorsement Agent takes policy change requests, finds the carrier form, submits it and sends the client updated declarations with changes marked.
The Risk Assessment Data Gathering Agent builds a checklist by risk type, chases loss runs and schedules, and assembles a package for underwriters.