Insurance Licensing & Contracting Services

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.

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

Licensing and Contracting – Process Flow


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