Personal / Commercial Insurance Services

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CRM :

• Create Personal/Commercial account
• Create / Manage Folder ( Upload file to specific folder )
• Create Certificate of Insurance (COI) 
• Run Auto Quotes
• Run Homeowners Quotes
• Update Personal Information of Customer
• ACORD forms and supplemental applications​ 

Others:

•  Inbound/Outbound Phone Calls​ 
•  Processing Mortgagee Changes ​ 
•  Adding/Removing Scheduled Coverage​ 
•  Updating Policy Discounts 
•  Sending Documents for E-signature​ 
•  Distributing Memos and Processing Cancellations​ 
•  Calling Carriers to fix Underwriting Issues. 
•  Reviewing Policy Increases​ 
•  Distributing Memos and Processing Cancellations​