Frequently Asked Questions
The process begins by understanding the task, required documentation, workflow expectations, and the procedures your agency would like our team to follow.
The service workflow can be structured around your existing procedures, documentation requirements, internal instructions, and preferred way of completing each task.
Requirements depend on the service. Relevant policy, billing, client, carrier, application, or supporting documentation may be needed so the requested task can be processed correctly.
A defined workflow helps keep task requirements, documentation, processing steps, and completion standards consistent with the procedures established for your agency.
The working arrangement can be adjusted around different operational needs and processing volumes as your agency's workload changes.
Online Rating
Original price was: $1,800.00.$1,500.00Current price is: $1,500.00.
Online Rating
Online Rating
Reference Material：Carrier websites. Acord Applications. Prior Policy. Loss Runs. Agent Management System
Average Time：15-30 Mins
The agent will send requests to rate on various websites to us via email.
Upon receiving each request, we will visit the respective website and enter details including the insured’s name, mailing address, location, coverage, limits, deductibles, and any other underwriting information to get a quote.
After obtaining the quotes, we will promptly email the results to the agent.
By outsourcing the online rating to us, the agent can reduce operational costs,
enhance operational efficiency and reduce turnaround times, allowing them to focus on core business functions such as strategy development, customer service, and product innovation.
Carriers we can rate
• C N A
• Hartford
• Hanover
• Travelers
• Liberty Mutual
Coverages we can rate
• Commercial Property
• General Liability
• Business Auto
• Workers Compensation
• Umbrella
Online Rating
Related Products
Related products
- DaDa Insurance BPO Tasks
Issue Certificate
Original price was: $1,600.00.$1,400.00Current price is: $1,400.00. Add to cart
