Our Services

I am a:
  • Implement Policy Administration Software to ensure compliance with filings. We do this by working directly with compliance, operations, and underwriting to ensure systems are in sync with requirements.
    • ISO/NCCI bureau adoptions by state and company
    • Carrier specific rating values
    • Form maintenance and development
    • Taxes, Surcharges, and Fee maintenance
  • Ongoing maintenance to ensure compliance with filings.
  • Create designs, and specifications for complicated client and bureau requirements.
  • System Training and consulting including operational reviews, use of best practices.
  • Troubleshooting user issues and communication with vendor.
  • Testing vendor releases and manage release cadence with vendors as well as the movement of releases from Test through Production.
  • Work with compliance and filing partners to ensure filings are created in a way that long term maintenance costs are optimized while preserving the business intent of the content.
  • Work with carriers MGA’s to vet choice of Policy Administrator Software to ensure capabilities meet requirements.

Pleasecontact usto discuss these and any other services we may be able to provide.