Our team of insurance experts has over 25 years of experience in the field of case management. They work closely with clients to develop streamlined processes that meet clients’ unique needs without disrupting corporate culture. Their goal is to unlock value through faster time service, good customer experience, and the adoption of industry best practices.
We simplify the agency’s role by managing Life Insurance cases from submission to commission. Unconditional case follow-ups, constant touch-bases with insurance carriers’ case coordinators, better reviews by underwriters, and satisfactory premiums lead to quick case completion and a high placement ratio.
For inforce policies, we benefit insurance agents with premium reminders, grace period notifications, lapse follow-ups, conversion options, and surrender values.
We also support brokerages by contracting agents with insurance carriers, commission reconciliations, reimbursement, and debt recovery.
Case Management Activities
eNoah performs the following case management services for insurance carriers, agents, BGAs, and case managers.
1) Review, Scrub & Process Insurance Applications
- Identify NIGO (Not in Good Order) & IGO (In Good Order) applications & process accordingly.
- Determine what information is received on the application and what information is missing, outstanding or required.
- Data entry of applications into CRM.
- Submit applications to carrier.
2) Place Orders
- For medical exams and APS/medical records.
- Download and update additional forms as requested by the Carriers.
3) Coordinate with Agents or with BGA Case Manager
- On requirement replies, questions, and form requests.
4) Provide Feedback to BGA Case Manager
- On any negative action taken by the carrier.
5) Update Modal and Target Premiums
- Face value and plan details before placing case in force.
6) Check Carrier Websites
- Update changes to the cases in CMS overnight.
7) Post Updates and Send To-Do List to Case Managers
Case Management Services
Commission Management Services
Medical Records Summarization
Medical Records Retrieval
Licensing and Contracting
Insurance Illustration Support
Policy Owner Services
Inforce Policy ServicesFamiliarity with Latest Tools and Methods
eNoah’s case workers are qualified, highly trained professionals familiar with carrier and vendor portals and cognizant with the use of common industry applications and tools, including:
Value Proposition
Turnaround time for the vast majority of case management services is 48 hours, depending on the complexity of the job. Almost 98% of the cases are completed during the same business day. Day-end orders are delivered before the start of the next business day.
Improved Profitability
Improved Process Efficiency
Improved Cash flow
Reduce Cycle Time
Reduce Cost
Case Management Customer Success Stories
eNoah Supports You to Best Support Your Customers
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Accreditation / Certifications
eNoah is here to help during this time of crisis.
We have remodeled our IT and back office operations keeping the safety of our employees and security of your data in mind. Set your corona worries aside and bank on us to keep your processes up and running at all times.
