GENERAL INSURANCE RELATED – Working Since 2010
Comprehensive Knowledge of different Line of Businesses including:
Home: Homeowners (Form: HO3, HOB, HOA), Renters (HO4), Dwelling Fire (TDP1, TDP2, TDP3), Condo (HO6, HOB-CON), Vacant Dwelling.
Auto: Vehicles, Motorcycle, Boat, Trailer & Commercial Auto.
Other LOBs: Earthquake, Flood, Commercial. And their terminologies, underwriting guidelines, quoting methodologies, policy writing processes.
AGENCY PROCESS RELATED – Working Since 2010
Extensive experience & knowledge gained over 12 years working with multiple independent insurance agencies, we have learned Insurance policies comprise a significant amount of detailing and are marked by several terms and conditions. right from taking over information from the new customer till payment processing and policy renewals, our team goes through several processes such as Customer data Validation, Customer data research over multiple sites to get authentic inputs, Quote reviews, coverage & premium preference/analysis, coordination with underwriters, generating policy set up a document, making changes on existing policies, taking payments and much more.
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