Insurance Licensing & Contracting Services

We take care of the time-consuming tasks associated with the licensing and contracting of your associates and agents. Our dedication to detail-oriented processes and standards, allow us to provide a wholistic support team to assist and monitor requirements and applications, while maintaining low costs and complete transparency.

Other Key Services Include

Case Management Services

Commission Management Services

Medical Records Retrieval

Medical Records Summarization

Insurance Illustration Support

Policy Owner Services

Inforce Policy 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