Filling out ACORD Forms and Quoting for Personal Lines
- Preparing ACORD Forms and othersupplemental documents - Quoting with different Carrier Websites and multi-rater
Policy Issuance/Retrieval
- Retrieving Current and Renewal Declarations Page and sending to Insured or Mortgagee.
Endorsements
- Processing amendment requestsof the Insured.
Invoice & Payments
- Checking of Payments and Extracting Invoices from Carrier Websites - Sending Invoices, payments, and/or renewal reminders to the Insured via email and SMS
Cancellations/Reinstatements
- Retrieving NOCs, Notice of Non-Renewals, Notice of Expirations/Withdrawals, and Notice of Rescission of Cancellation from different Carrier Websites - Accomplishing cancellation or reinstatement forms
Recommendations
- Extracting UW Actions, Notices,Memos, Activities or Notes from Carrier websites
Other Servicing Tasks
- Recording of Commission Statements in the AMS - Webpulls from Various Carrier Websites - Handling daily downloads in the AMS
