Quality Assurance

Mitigating E&O Exposure

Better Service, Reduced Risk

Your clients rely on your accuracy, as do your partners. Identifying mistakes and opportunities for improvement reduces your exposure to E&O risk and improves the service you provide your insurance clients.

 

Identifying and correcting mistakes is important. Understanding why mistakes happen is just as important as identifying them. We’ll help you uncover reasons why the same kinds of mistakes keep happening and stop them at the root cause.

On average, we uncover nine mistakes per insurance policy for our new clients. Each one of those represents potential risk. By checking your processes against source documentation, we’ll help you identify and remediate risk-prone mistakes.

With the largest library of insurance industry best practices, we’ll be able to help you optimize your processes to avoid mistakes from the outset. That’s better for your clients, partners, and business.

Additional Resources

To learn more about transforming your operations to support profitable growth, read, view or listen to below resources.
FOCUS ON REVENUE-GENERATING ACTIVITIES

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

GET AN OVERVIEW OF HOW WE CAN HELP

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

REDUCING YOUR E&O EXPOSURE

Policy accuracy (your promise) is critical to both your business and your clients.

SOLUTIONS

We help you execute your most complex business objectives with solutions designed to boost performance, productivity, and profitability.
the magnifying glass is showing the texts that are on the page.

New Business

Accelerate growth by improving sales performance and streamlining sales and service.

There is a set date to achieve the goal in the calendar.

Renewals

Increase retention rates through best-in-class renewals management.

The star illustrates that the prize will be going to the most deserved person.

Claims

Win client loyalty with responsive, rapid claims management.

The dollar sign is inside the wheel to describe that the wheel will be useful

Accounting

Gain a trusted partner with automation capabilities to assure accurate billing and revenue capture.

There are lists of items that needs to be checked and some of them are not complete yet.

Policy Servicing

Improve the customer experience while reducing the cost of policy servicing.

The puzzles all come together to make a one big piece.

Custom Solutions

Tackle challenges unique to your insurance organization, including growth, profitability, and scale.