Services


Providing high quality services with our fast, experienced, accurate and efficient man-power.

Insurance Support Services


Services For Insurance Agencies

The insurance industry is going through an economic decline, forcing insurance carriers to radically change their cost structures. Instead of the traditional methods that relied on interpersonal relationships and mutual trust, now there is a substantial rise in the number of insurance carriers promoting online approach to sell insurance. As a result, insurance agencies now are making lesser margins.

Customer expectations are going over the roof and this is compelling the insurance agencies and firms to customize their services to the highest level. For an insurance agency to stay relevant in these testing times, it has to operate economically and efficiently while automating as many processes as possible. However, even with the latest online marketing strategies and real time quoting tools, there are many tasks which just cannot be performed by automated systems and need human intervention.To achieve these customer demands in the best possible manner, outsourcing back-office management to an experienced service provider is the most fruitful option. As your outsourcing partner, we, at Allegiance Data Solutions, can leverage our deep expertise in the Insurance domain to provide affordable, fast, and scalable solutions for your business processes.


Services we Offer to Insurance Agencies

Allegiance Data Solutions provides the best-in-class insurance back-office management services to insurance agencies, brokers, and insurance carrier companies in USA. This provides them some free time on their hands to focus on their core competencies. Our services help our clients to increase productivity and efficiency and provide their customers with great service and hassle-free customer experience.

You can benefit from the following services offered by us –

  • Receiving Accord Forms
  • Uploading of the documents
  • Application/Accord information data entry
  • Record Perils Insurance requirements
  • Requirement gathering from Insurance Companies
  • Insurance Quote Creations
  • Generating Proposals
  • Client Receipts, Certificates of Insurance
  • Insurance Policy Issuance Services
  • Record Payment details
  • Invoice Data Entry Services
  • Insurance Policy Checking Services
  • Policy Renewal Services
  • Policy Checking Services
  • Order Loss Runs
  • Coordinate with Finance Companies on Premium Finance Agreements
  • Insurance Endorsements
  • Policy Maintenance and Administration Services
  • Policy Cancellation and Reinstatements Services
  • Billing Services
  • Insurance payments reminders
  • Accounts Receivable and Recording Services
  • Maintaining and cataloguing accounts receivable invoices
  • Reporting on account activity
  • Agent Commission Detail Reports
  • Accounting and Finance Reports
  • Customized Reporting
  • Active Policy Listing
  • Mortgage Claim Data Entry Services
  • Life Insurance, Health Insurance, Auto insurance, Home Insurance or Business Insurance Data Entry
  • Claims Adjuster Data Entry
  • Claims Verification and Validation
  • Claims Processing Services
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