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Our Insurance Back Office Support Services

Property | General Liability | Workers Compensation | Business Auto | Excess Liability | Marine
 

View our list of services that we offer here at Virtual Insurance Service. With our certified team of agents, we have a wide range of specialized services that each person brings to our team. We choose to take advantage of the technology that is so rapidly advancing in today’s world by applying it to everything that we do. The internet is a strong resource for businesses in every industry across the world. Here are some ways we use this technology to help us service you and your agency.

   POLICY SERVICES
   Send Renewal Letter
   Renewal Proposal, Summaries, Spreadsheets
   Renewal Policy Retrieval
   Renewal Policy Processing
   Renewal Policy Electronic Delivery
   Certificates, Evidences & Auto ID Cards*
   Policy Audit Processing
   Policy Endorsement Processing
   Policy Cancellation Processing
   Claims Follow Up
   Company Inspection Follow Up
   Gather Renewal Information & Applications
   Premium Due Follow-Up
   Renewal Policy Binding/Ordering
   Renewal Remarketing
   Manage Renewal List
   NEW BUSINESS MARKETING & PROCESSING
   Prepare Proposals
   Complete On-Line Rating
   Obtain Relevant Information From Client or Agent
   ACCOUNTING SERVICES
   Process Commission Deposits
   Process Direct Bill Reconciliation
   Process Vendor Payables
   Reconcile Operating Account
   Process Agency Bill Premium Deposits
   Manage Agency Bill Company Invoices and Customer Payments
   Process Company Invoice Payment
   Reconcile Trust Account
   Reconcile Trust Account, Company Accounts Payable Report and Customer Receivables Report
   Close Day/Close Month/Close Year
   Process Period End Accounting Reports
   Journal and Ledger Maintenance
   HR SERVICES
   HR – Employee Time and Attendance Including Time Clock Edits
   HR - Payroll Processing
   HR – Benefits
   REPORTS
   Daily:
    Operating Account Reconciliation
    Trust Account Reconciliation
   Weekly:
    Income Statement
    Balance Sheet
    Cash Report
   Monthly:
    Producer Commissions Report
    Expiration Lists CSR
    Expiration Lists Agents
    Missed Renewal List

Call us today to see how our insurance back office support can help you!
(844) 464-1792