Back Office for Insurance Companies

Being an unpredictable and complex industry, it is essential for an insurance business to have a robust system and quality back office management. Whether it is generating a quote summary, or policy management, policy checking and generating a renewal exposure summary, our team is capable enough for handling back office tasks for insurance agencies, serving different sections of the market including general and life insurance.

Our services include:

  • Quote Summary, Proposal and Certificate of Insurance (COI)
  • Document Segregation, Easy retrieval, Indexing and Summarizing for future references.
  • Reviewing policy documents, Renewals, Variance Recordings, Revision of Policy and Final Policy Delivery.
  • Reminders and follow ups
  • Renewal Exposure Summary.
  • Endorsements, Deleting or Limiting the coverage of a policy, Midterm additions and Premium adjustments.