Property & Casuality

Certificate Issuance: While issuing certificates of insurance is a critical service for insured and certificate holders, the process of verifying and distributing certificates is time consuming. Agency account managers can spend the majority of their work day on certificate processing alone. SheildInsuratakes certificate processing off your desks, allowing agency staff to focus on growth and revenue generating activities.

Data Management: Clean and accurate data is crucial for sound business decisions, effective customer management, and maximizing revenue opportunities. In the insurance industry, with its complex systems and unique workflows, retail brokers, wholesalers, MGAs, and carriers often face challenges in managing data, including data migration, cleaning, and management. Our scalable and flexible workflows efficiently support all data entry functions across Property & Casualty (P&C) and Employee Benefits processes.

Docment Retrieval: A complete solution for document management, from Retrieval to delivery

• Put the right processes in place to increase accuracy, compliance, and productivity.

• Our document processing solutions are designed to seamlessly adapt to diverse workflows for managing policy documents. Whether retrieving a Notice of Cancellation (NOC) from a carrier website or pulling loss run reports for proposals, Going provides your agency with a dedicated team and unified workflow to efficiently retrieve, index, and issue essential policy documents.

Endorsements Processing: From exclusions and coverage changes to updates, we prioritize accuracy and efficiency.

• Endorsement processing is crucial within a policy term. Going experts streamline retrieval, indexing, setup, and issuance of endorsements, optimizing workflows to enhance reclaim times and free up capacity for customer relations and revenue generation.

• Our best-in-class workflows, refined through years of experience, ensure accurate processing of all endorsements, whether at purchase, mid-term, or renewal

Submission Clearance

• Timing and accuracy are crucial for processing submissions, especially during peak renewal periods. Going seamlessly extends your team, with experts working around the clock to review, validate, and pre-qualify submissions

• We retrieve submission information, determine agent authority, and assess the need for a broker of record.

• We validate against the required clearance process for the specific coverage and gather any additional information needed

• We handle secondary clearance and update your team on the submission status.