Policy Checking

verify new business or perhaps individual policies, same-carrier renewal insurance policies, renewal policies with a different provider, and much more.

• Reviewing customer documents and checking for missing/incomplete information.

• Submit findings to underwriters in case of any missing or incomplete information.

• Entering/verifying customer and policy details.

• Checking the policy status.

• Filling out other details required to generate the policy document.

• Generating the final policy based on underwriter's input.

• Accepting any adjustment requests from clients.

• Analyzing the changes requested by the client.

• Evaluating the changes suggested by the client.

• Checking if the change request will affect the policy premium.

• Issuing insurance certificates.

• Generating quotes.

• Verification of the details in the Quote, Proposal, and Policy.

• Requesting loss runs.

• Reviewing policy accounting history.