Submission-to-Issue

Keeping the business you want

A Winning First Impression

The submission-to-issue process is often the first stage of what you hope will be a long-lasting, mutually beneficial relationship. We ensure that’s the case by enabling great customer service that exceeds expectations.

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Clients expect to get answers quickly – ones that meet their needs and provide them options. We understand that. By infusing best practices into your insurance processes, we’ll get your proposals out faster, as we increase accuracy and help you to identify opportunities.

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Here’s your challenge today: effectively reviewing every piece of potential business while spending minimal time on what doesn’t meet your criteria. We’ll expedite relevant submissions, so everyone can spend time servicing the most qualified accounts.

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Proactively anticipate and address your clients’ needs. That means you need to have clear communication and assure accuracy at every point. And show your clients why you’re the best partner for their insurance business.

Additional Resources

To learn more about transforming your operations to support profitable growth, read, view or listen to below resources.

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BUSINESS PROCESS MANAGEMENT

FOCUS ON REVENUE-GENERATING ACTIVITIES

Learn how to create more time so that your people can build stronger relationships.

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ReSource Pro OVERVIEW

GET AN OVERVIEW OF HOW WE CAN HELP

Delight your customers, maintain your relevance, improve your performance.

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SUBMISSION-TO-ISSUE DATASHEET

GET THE DETAILS ON HOW WE CAN HELP

We'll ensure you’re focusing on the right submissions to win the right business.