Policy administration and back-office operations
We handle day-to-day policy processing, certificates, renewals and claims file intake under your licence and authority, freeing underwriters to focus on risk.
How it works
- 01
Intake
Submissions, endorsement requests and First Notice of Loss (FNOL) documents are captured and indexed.
- 02
Process
Endorsements, policy certificates and renewal schedules are drafted under your operational rules.
- 03
Review
A second reviewer verifies accuracy against binding terms and underwriting instructions.
- 04
Dispatch
Final documents are dispatched to brokers or policyholders and logged in your management system.
- Policy issuance and endorsement processing
- Certificate of insurance (COI) generation
- Renewal intake and schedule preparation
- First Notice of Loss indexing and claim file set-up
- Agency management system data clean-up
Included in the MGA Back Office package. We operate under your authority guidelines, with all underwriting and claim settlement decisions staying with you.
See insurance operations packagesSee it on your own work
Start with a fixed-price project or a paid pilot on your own data. You judge the work before you commit to a monthly package.
