Broker Support
We pride ourselves on developing long-term relationships
with our clients and understanding clients’ culture
and hiring requirements. For decades we have built on our
success by staying current with the insurance underwriting
marketplace and the changing service function of the agency.
We provide support to agencies of all sizes and specialties
and bring expertise to all agency functions, including underwriting,
servicing, marketing, claims and insurance accounting. Through
the years, each client has broadened our industry knowledge
and enhanced our ability to bring value to our assignments.
Our network of industry contacts and resources adds tremendous
value and efficiency to the work we do.
In addition to the usual agency management systems, we are
proficient in Microsoft Excel, Access, Power Point, Quickbooks,
Outlook and Lotus Notes. We are comfortable working in paper-based,
paperless or hybrid environments.
Account
Management
Claims
Programs
Loss Review
and Analysis
Special
Projects
Workers’ Compensation
- Risk Management
Database Management |
Broker Support Services
Click the links to the left to learn
about the many and varied Broker Support Services
we offer.
Account Management
- Marketing
- Invoicing / Premium Finance
- Policy Review
- Certificate management
- Filings
- Bonds
- Insured Support
- Premium Audits
- Premium Allocations
- Proposals and Summaries
- Accounting Issues
- Coverage changes and issues
- Underwriting analysis
- Underwriting strategy
- OCIP Compliance and Management
- Loss Review and Analysis
- Backlog
Claims
- First Reports
- Follow-up
- Loss runs
- Insured Support and Advocacy
- Coverage research
- Negotiations and Resolution
Programs
- Marketing
- Loss Data Analysis
- Underwriting Analysis
- Program Underwriting and Processing
- Carrier Compliance
- Captive liaison (if applicable)
- Data management,
including rating
Loss Review & Analysis
- Loss Stratification
- Maximizing TPA data
- Coordination of entities / carriers / coverages
into single and combined reports
Recently Completed Special Projects
- Technical writing – developed a road
map for an outsourced team for accurate transfer
of data from agency management system to
insurance company rating websites
- Employee training – designed programs
to provide technical knowledge, computer
and systems skills, and continuing education
- Contract and lease review
- Marketing consultation / Risk analysis
- Management reports, including design
- Coordinated transfer of book of business
to another branch/location
- Integrated incoming book of business
- Implemented new agency management system
Workers' Compensation - Risk Management
- Experience Modification Management (from
unit stat filings to projections)
- Claims Analysis
- Trend Reports (developed from TPA data)
- Marketing and submissions
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