I will assist personal lines and commercial lines agents expert

I give stunning assistance to insurance agencies and companies for all kinds of processes as i have six years of experience in this relevant sector. I am well-acquainted with all Commercial, Personal Lines & Trucking. I can help with implementing workflows for new agencies.

Below are known processes:

Driver verification

Certification verification

Maintain CMS

Pre-renewals Process (Standard and Wholesale carriers)

Quoting

Prepare Proposals

Binders Process

Review policies & identifying discrepancies

Requesting and Processing Endorsements

NOC & reinstatement process

Process Cancellation requests & Cancellation documents

Audits

Invoicing

Payments follow-up

Finance Agreements

Request Loss runs

Generate Accords

Obtain documents from carrier portals

Delivering policies to insured

Handling home page activities

Issue Certificate

And know the navigation for all client applications that are Sagitta, EPIC, TAM, and AMS360.

Please reach me out for more details and I'm glad to help you