Insurance Licensing & Contracting Services

Case Management Process & License and Contract Management:

• Review insurance application to determine what information is received and what is missing, outstanding or required
• Scrub the data, cure issues, and submit applications. Identify NiGo and IGo applications and process accordingly
• Place an order for medical exams and records. Download and update additional forms requested by the carriers
• Coordinate with agents on requirement replies and forms, requests, and questions.
• Order medical records at carrier request.
• Check carrier websites & update changes to the cases in CMS overnight.
• Update modal and target premiums, face value, and plan details before placing case in force.
• Post updates and send to-do list to case managers to work on urgent activities first thing in the morning
• Provide feedback to BGA case manager on any negative action taken by the carrier.
• Work on commission modules and deliver accurate statement reports to your sales force
• Verify broker contracts and licenses. Follow up with brokers, BGAs, and insurance companies to ensure that all compliances are met