How it works

Good and sustainable service requires very precise preparation, starting from defining the scope of service, verification and setting up of communication, and reporting procedures, specifics of the agency management system and access level, channels of communication and technology levels and differences.

Full scale of Customer Service includes the following services:

We provide personnel and structure for:

We adopt your processes;
We clone your procedures;
We synchronize technology;
We execute shadow process of taking over your duties;
We save your time by eliminating headache and focusing on indirect procedures;
We help you to have more time to sell and communicate with clients;
We help you grow your business and become more profitable;
We help your clients to become more loyal to you but not your specific producer or employee

Onboarding Process For Data Processing Support

Initial meeting to discuss scope of service, communication channels and reporting procedures. Setting up a communication channel (non personalized email, phone or extension). We will set up how existing valuable documents can be scanned, forwarded and organized. If necessary, additional tools such as scanners, phone lines can be provided and installed. Verification of IT processes and ways to access the system in week one. Our IT specialists can provide solutions for existing systems, communication channels, etc., based on your individual specific, technology, AMS and procedures. We can help and advise with AMS, technology, data, and phone systems to make them useful and cost efficient. Week one shall be training with the system. Non personalized Data Processing Support specialists take over responsibility. Work begins, testing and transition in week two; getting into comfort level in weeks three and four.

Onboarding Process For Customer Service Support

Initial meeting to discuss the scope of service, communication channels, and reporting procedures. Setting up a communication channel (non personalized email, phone or extension). We will set it up in a way that Customer Service Support would not look like personalized employees, but general company Customer Service Representatives. Verification of IT processes and ways to access the system in week one. Our IT specialists can provide solutions for existing systems, communication channels, etc., based on your individual specific technology, AMS, and procedures. We can help and advise with AMS, technology, data, and phone systems to make them useful and cost efficient. Defining and setting up access levels to the AMS and different systems. Week one shall be training with the system. Non personalized Customer Service Support specialists take over responsibility. Work begins, testing and transition in week two; getting into comfort level in weeks three and four.

Onboarding Process For Underwriting Support

Initial meeting to discuss the scope of service, communication channels, and reporting procedures. Setting up a communication channel (personalized email, phone or extension). We will set it up in a way that our UW specialist would become like a member of your team. Their communication channel will be tested. UW specialists will have to feel trusted; they will be communicating on a daily basis with your sales team and carriers. Verification of IT processes and ways to access the system, raters, websites, etc. in week one. Our IT specialists can provide solutions to synchronize existing systems, communication channels, etc., based on your individual specific technology, AMS, and procedures. We can help and advise with AMS, technology, data, and phone systems to make them useful and cost efficient. Defining and setting up access levels to the AMS and different systems in week one. System training in week one. UW specialist takes over responsibility. Beginning of work, testing, and transition in week two Getting comfort level in weeks three and four.