We’ve Got Your Back (Office)

We’re your support staff that takes care of all the routine and time-consuming work, so your in-house staff can focus on sales and improving the customer experience for your clients. We also provide flexible staffing to address seasonal peak periods during operations.

We Provide Insurance Back Office Services to

  • Agents
  • Brokers

  • MGAs / MGUs
  • Program Managers

  • Carriers
  • Wholesalers

Policy Setup

Rating, Quoting & Proposals

Policy Administration

Binder Issuance, Policy Issuance, Renewals, Quality Checks

Invoicing & Billing

Installment Billing, Reconciliation, Billing Notices & Surplus Line Taxes

Data Gathering

Order Loss Runs, MVRs, CLUE, CAB, OFAC, Build Loss Summaries

Endorsements & Certificates

Premium & Non-Premium, Issue COIs

Claims

Coverage Verification, Claims Entry, Claims Analysis & Documentation

Cancellations

Process Cancellations & Reinstatements

OX ZION

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