Concept & Practice Technology Benefits Service Continuing Education About Us Sample Market Reports

Sample Market Reports About Us Continuing Education Service Benefits Technology Concept & Practice Sample Market Reports

Scope of Service

  Data entry

  Process and manage:

o    Premium payments, including short payments and NSF checks

o    Bank deposits

o    Endorsements: both AP and RP and cancellations endorsements

o    Agency earned and lost commission

o    Premium remittance to insurance carriers and/or general managing agents

o    Return premium credit and refunds

  Process, monitor and control

o    Producer commission

o    Direct bill commission

o    Personal (non-fiduciary funds) funds

  Continuous source document management support to agency personnel

  Continuous assistance to agency managers on the use of production and financial solvency reports


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