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.
eNoah performs the following case management services for insurance carriers, agents, BGAs, and case managers.
1) Review, Scrub & Process Insurance Applications
2) Place Orders
3) Coordinate with Agents or with BGA Case Manager
4) Provide Feedback to BGA Case Manager
5) Update Modal and Target Premiums
6) Check Carrier Websites
7) Post Updates and Send To-Do List to Case Managers
Stacey Paulson has been in the Insurance Services Industry for 20 years. She previously worked at Diversified Brokerage Services Inc., one of the largest national brokerage agencies in the United States... Read more
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:
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.