What 
Provide
With WorkExchange you get complete back-office support for your insurance agency. Need multiple workers? Scale up with us! Hit certain staffing levels and receive a discount off ALL Virtual Account Managers under contract. Ask us about the details.
HOME
- New business quoting
- Remarketing renewals
- Building customer proposals
- Data entry and data management
- Creating policy documents and forms
- Claim processing assistance
- Billing investigation and changes
- Policy Cancellation/Lapse Monitoring
- Reporting and analytics
- Mortgagee updates
- Endorsement Review
AUTO
- New Business Quoting/Remarketing
- Adding or removing drivers
- Adjusting coverage on auto policies
- Updating addresses on policies
- Billing Assistance
- Collecting signatures for exclusions or applications
- Reviewing policy increases
- Building policy documents and forms
- Data entry and data management
- Updating VINs or other corrections
COMMERCIAL
- Screening company appetites
- Direct company rating
- Creating Acord Apps
- Communicating with underwriting
- Completing certificates of insurance
- Ordering loss runs
- Building policy documents and forms
- Distributing memos and processing cancellations
- Making policy edits and corrections
- Handling policy downloads
- Reviewing policy increases
- Claim processing assistance
PROCESS
Our Basic Work Process
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