We are often asked what kind of tasks we do for our clients. Since we follow our clients' procedures, every case is unique. But here are some examples of back office tasks that we routinely process.

New Business Submission	ReSource Pro Tasks
Producer Collects Exposure Survey, Loss Data, Financials and Other Critical Data	Enter Acord application information Develop Loss Analysis and Loss Summaries Assemble submission for marketing Distribute submission to marketplace via email according to producer or CSR instruction
Producer or Account Manager Negotiates Terms for Quotation	Compare incoming quotes to application and develop proposal Online access to premium finance company to execute premium finance contract
Producer Sells Account	Execute binder to company, type certificates and send activities to various agency departments Check policy against bound quote and summarize differences to CSR or producer
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Billing	Email and fax payment reminders to clients Transmit and invoices monthly reporting payment plans to companies and enter invoice in agency system
Claims, Certificates, MVRs, Loss Runs	Transmit incoming claims and complete accord claim notices for distribution to carriers Issue certificates of insurance to clients that require no specific wording Order MVR's for insured's upon request, clear and approve drivers Order loss runs upon insured request and download those available from company sites for distribution to customer Input general accord endorsement requests upon instruction from licensed CSR
Accounting	Input incoming agency payables into payable system Conduct direct bill reconciliation Review agency company statements against invoicing in agency system for accuracy Confirm reconciliation prior to payment

ReSource Pro can do anything but transact a change to an insurance contract which must be done by a licensed insurance professional, and speak to the US customer about coverage and risk management questions. We can do most other processing tasks.

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