New Business

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Accelerate new business. Improve accuracy. Reduce handoff friction.

Optimize your new business workflows for clarity, speed, and scale – freeing up your teams to focus on strategic growth while we handle the operational lift.

Winning new business shouldn't strain your operations.

When quoting and onboarding slow down, growth suffers. Manual handoffs, missing information, and siloed systems cost time, create errors, and frustrate producers.

Built for Insurance Growth Workflows

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Accelerate Speed to Quote 
& Bind

Eliminate processing bottlenecks and reduce new business turnaround time

Ensure Accuracy 
& Completeness

Support each submission with timely, accurate policy, audit, and loss control data

Stay profitable
Scale Without Adding
Headcount

Expand capability during peak seasons or high growth periods with operational flexibility

Policy Servicing

Keep policy workflows moving

We handle the administrative lift that comes with quoting, policy issuance, endorsements, and document processing, so your underwriters and ops teams can focus on decision-making, not paperwork. Our specialists operate across your systems, forms, and guidelines to ensure submission packages are complete, accurate, and processed fast.

Premium Audit Complete

Audit smarter, not harder

We help close the loop on premium audits by supporting scheduling, data collection, reconciliation, and carrier communication. Whether you’re dealing with voluntary or mandatory audits, our teams make sure the right data is captured, calculations are accurate, and customers are informed – with a 80% + accuracy rate in all 50 states.

Loss Control Complete

Stay ahead of risk, not behind it

Our specialists support loss control coordination from initial survey scheduling to final report intake and system updates. We help you manage the data, timelines, and follow-ups involved in closing out loss control recommendations—reducing downstream risk exposure and ensuring stronger underwriting decisions.

Ready to streamline your new business workflows and reduce cycle time?