Underwriting agent with your underwriter Service agent with your service team Claims intake agent with your claims team Adjusting agent with your adjuster Renewals agent with your underwriter Placement agent with your producer Finance agent with your finance team Compliance agent with your compliance officer Underwriting agent Works beside your underwriter Prepares each submission so your underwriter can decide, then drafts the terms and the quote letter.
It takes on Pulling loss runs and property data Drafting terms and subjectivities Writing the quote letter Your people keep The risk decision Referrals to the carrier Where it works in Submission to bind, inside delegated authority Intake, your person signs off Underwrite, the agent works here, your person signs off Rate and quote, the agent works here, your person signs off Bind, your person signs off Report See the whole process → Service agent Works beside your service team Reads each new submission and keeps the paperwork moving, so your team spends its time on customers.
It takes on Reading the submission and documents Matching or creating the account Collecting the signed application and payment Your people keep Underwriting sign-off Conversations with customers Where it works in Personal auto new business Intake, the agent works here Underwrite, your person signs off Rate and quote, the agent works here, your person signs off Bind, the agent works here, your person signs off Issue See the whole process → Claims intake agent Works beside your claims team Running at a customer Answers the claims line at any hour and opens the claim before the caller hangs up.
It takes on Answering on the first ring Checking the policy was in force Capturing the loss and reading it back Your people keep Any caller who is hurt or upset, at once Every claim decision Where it works in Claims by phone, 24/7 Answer, the agent works here Verify, the agent works here Capture, the agent works here Confirm, the agent works here Hand over, the agent works here, your person signs off See the whole process → Adjusting agent Works beside your adjuster Builds the claim file and a first estimate, so your adjuster starts from the whole picture.
It takes on Gathering statements, photos, and the police report Drafting the estimate Flagging possible fraud to your SIU Your people keep Setting the reserve The settlement Where it works in First notice to first payment Notice Set up, the agent works here, your person signs off Investigate, the agent works here, your person signs off Resolve, the agent works here, your person signs off Recover, the agent works here See the whole process → Renewals agent Works beside your underwriter Refreshes every renewal and moves the straight ones along, so your underwriter sees only those that need judgment.
It takes on Refreshing exposures, losses, and driver records Preparing straight renewals Drafting the renewal offer Your people keep Referred renewals Non-renewal decisions Where it works in Renewal 120 days out, the agent works here Decide, the agent works here, your person signs off Notify, the agent works here, your person signs off Renew See the whole process → Placement agent Works beside your producer Builds the submission and lines up the quotes, so your producer spends the day with clients.
It takes on Building the submission package Collecting quotes from each market Comparing price, limits, and exclusions Your people keep The recommendation The client relationship Where it works in Marketing a commercial account Gather, the agent works here Prepare, the agent works here, your person signs off Market, the agent works here Compare, the agent works here, your person signs off Bind, the agent works here, your person signs off See the whole process → Finance agent Works beside your finance team Turns each month's business into the bordereau every carrier expects, and answers their queries.
It takes on Mapping to each carrier's template Answering carrier queries Reconciling the trust account Your people keep Approving the remittance Signing off each file Where it works in Bordereaux to carriers Collect Map, the agent works here, your person signs off Carrier review, the agent works here Submit, the agent works here, your person signs off Reconcile, the agent works here See the whole process → Compliance agent Works beside your compliance officer Collects and checks each new producer's paperwork, so appointments move and nothing is missed.
It takes on Collecting agreements, W-9s, and E&O certificates Running the background check Preparing the carrier appointment Where it works in Producer onboarding Apply, the agent works here Verify, the agent works here Appoint, the agent works here, your person signs off Activate, your person signs off Keep current See the whole process → 
