Back-Office Support for Independent Insurance Agency
Below is a modified rendering of the review: private info excluded, innate facts kept.
Introductory information
A few words almost your organisation and individualal responsibilities
Click Insurance is a little independent agency representing over 30 of the USA',s most jutting carriers for commercial and individualal lines.
My role in the agency is to be the acting highest, effectively gauging new business incoming, underwriting, managing and creating new business processes, while managing a team of 2 agents, 1 FT labor likeness, and 1 FT likeness from Cogneesol, Hridyesh.
Desired goal
What issue was the provider supposed to deal with?
Cogneesol?Back labor support. Primary tasks include:
-Pulling and delivering electronic copies of client documents
-Managing our renewals upcoming for 60 days out and sending reminder emails with renewal documents and ensuring these renewals get fully processed.
-Creating and issuing COIs, Binders, Acords, etc.
-Updating program premiums in Book of Business and updating expiring policies to a ",renewed", status
What were your objectives for this project?
To befit more efficient and regood our workflow while outsourcing wearisome work that would delay my power to form workflows and processes.
Provided solution
What were the reasons for choosing Cogneesol?
We were referred to you by a helper in another agency who had used your labors and establish it helpful.
Describe the project in detail.
Back labor support. Primary tasks include:
-Pulling and delivering electronic copies of client documents
-Managing our renewals upcoming for 60 days out and sending reminder emails with renewal documents and ensuring these renewals get fully processed.
-Creating and issuing COIs, Binders, Acords, etc.
-Updating program premiums in Book of Business and updating expiring policies to a ",renewed", status
Were there any dedicated managers or teams that you worked with?
Click Insurance is comprised of a team of 2 agents, 1 FT labor likeness, and 1 FT likeness from Cogneesol, Hridyesh.
Results accomplishd
What results did you accomplish unitedly with Cogneesol?
Implemented renewals process that keeps our insureds more implicated with their policies. So far it',s been a achievement!
How do you rate the interaction and interaction with Cogneesol?
Hridyesh is incredibly keen, intuitive, proactive, and an excellent asset to our team. He has shown the drive and desire to go over and over for Click, and interactes incredibly well with the rest of the team. Thank you for all you do, Hridyesh. We are honored to have you!
What precisely do you attend to be the key specialty of Cogneesol?
Level of professionalism, but not lacking in individualality. In our agency, we find a individualal junction goes a very long way in developing relationships not only within our team, but also with our clients. Hriyesh has shown that he',s not just a ",robot", taking orders, but a individual with a perception of disposition and we esteem that! :)
What should be done better, if there are any desired improvements?
Not veritably, we are very impressed with Cogneesol',s solution and Hridyesh in particular. He',s really amazing to work with!