DaDa Insurance BPO Task List
With 16 years of experience in insurance BPO services, the DaDa Insurance BPO team is equipped to handle nearly all aspects of insurance data processing. Our team specializes in providing comprehensive solutions tailored to meet the diverse needs of the insurance industry. From claims processing and policy administration to data entry and analytics, we ensure efficiency, accuracy, and security in every task we undertake.
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Sale!
Upon receiving each request, we will visit the respective website and enter details including the insured’s name, mailing address, location… -
Sale!
We will locate the policy, retrieve the loss runs from the carrier's website, or contact the carrier via email to request the loss runs… -
Sale!
We will generate the proposal to include core information such as premium, limits, deductibles, coverage, exposures, endorsements, exclusions, conditions.. -
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If discrepancies are found, we will notify the carrier for correction and schedule a follow-up to complete the endorsement accurately… -
We will cross-check the policy against the agent management system, binder, quote, expired policies… -
This will include locating the insured, choosing the correct policy, entering the date of loss, a detailed description… -
We will verify that the total amount entered aligns with the statement and promptly notify the agent of any discrepancies identified… -
We will locate the policy, update the agent management system based on the final audit, incorporating changes to premiums (additional premium or return premium) and exposures (gross sales or payroll)… -
Sale!
Upon receipt, we will locate the insured, extract the certificate holder’s name, address, additional insured wording, waiver of subrogation requirements, and any other specified details from the request… -
The email will include the payment receipt and quote to assist us in billing. We will make sure the parent and writing company, policy term is correct. If not, we will update… -
Sale!
Upon receipt, we will identity the changes needed, update the agent management system as per the change request…