Here is a sampling of the types of tasks we perform:

Retail Tasks

Client Sample Tasks            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

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

MGA Tasks

Client Sample Tasks            ReSource Pro Tasks

Receive Application Application data received by e-mail/e-fax is entered in Agency/Carrier systems ReSource Pro (RSP) clears submissions in agency and carrier systems If data is missing, RSP sets up a request for additional information RSP sends e-mail acknowledging receipt of application Underwriter notifies RSP to enter underwriting data into agency system RSP pulls additional information from other sources such as Price Digest (vehicle information) & Silver Plume (territory code)

Analyze Data Quick analysis about suitability, based on agency guidelines RSP forwards application & letter to Underwriter to review and qualify account If account qualifies, Underwriter notifies RSP to enter underwriting data into agency system

Generate Quote RSP conducts Boeckh's building valuation Rates Rackley ISO CGL for base premium Sends worksheets to underwriter Underwriter conducts analysis to rate premiums RSP enters premium data into Agency system to generate quote RSP e-mails quote document to broker Follow up with broker via e-mail (RSP) or phone(non-RSP)

Bind Submission Bind order received from broker by e-mail or e-fax RSP enters into agency system to generate binder and invoice Sends e-mail or fax to broker

Issue Policy RSP enters all information on insured, risk characteristics into Agency system Sends bind request to Carrier Gets confirmation number from carrier and enters in Agency system Generates policy from Agency system e-mails/Issues policy to broker

Invoicing, Payment & Notice of Cancellation RSP sets up invoice in Agency System and sends pdf invoice to broker If payment not received, RSP e-mails account due notice After 20 days - Notice of Cancellation e-mailed to broker Hard copy mailed by client (non-RSP) to carrier After 10 days e-mail reminder (RSP) or phonecall (non-RSP) Payment received - accounting or RSP enters data into agency system RSP generates recission notice and e-mails to broker