Our Service FAQs
PolicyAssist – Underwriting Support FAQs
What tasks does PolicyAssist handle?
Our P&C-certified team manages document intake, policy transactions, third-party verifications, inspections, and exception processing—all directly within your policy system.
Does your staff follow our specific underwriting rules?
Yes. We work inside your systems, adhering to your business rules and workflows, just like an internal team member would.
How do you ensure data accuracy and compliance?
All tasks are completed by bonded, U.S.-based staff certified in P&C operations. We maintain audit trails and service-level reporting for transparency.
Can you handle inspection summaries and follow-ups?
Absolutely. We review and summarize inspection reports, flag underwriting concerns, and log recommendations in your system.
How does this service reduce our expense ratio?
By outsourcing routine admin tasks, your underwriting staff can focus on decision-making and risk evaluation, improving productivity without increasing headcount.
Distribution – Print & Mail Services FAQs
What types of documents do you print and mail?
We handle policy declarations, cancellation notices, renewal offers, billing statements, certified mail, and more.
Can you support daily, batched, and ad-hoc mailings?
Yes. We support all distribution schedules and can tailor workflows to match your operational cadence.
Do you offer certified mail or proof-of-mail services?
Yes. We offer USPS-certified mail with tracking and return receipt capabilities where required.
How do you ensure accuracy in what’s sent?
Each document is reconciled to your system of record before print and tracked through a secure, auditable process.
Is this service integrated with Nautix or other platforms?
It integrates seamlessly with Nautix and can be configured to support other Policy Administration System platforms via file transfer or API.
PaymentOffice – Payment Processing FAQs
What does the Payment Office service include?
We post and reconcile premium payments, process NSF transactions, disburse refunds and return premium checks, and manage payment exceptions.
Can you access our bank account?
Funds are disbursed from a client-designated account. We operate under strict controls with full transparency, using secure banking procedures.
Do you handle digital and check payments?
Yes. We process all payment types, including checks, EFTs, credit cards, and online payments from your platform or third-party vendor.
How does this reduce workload for our accounting staff?
We handle the daily reconciliation, transaction posting, and disbursements—freeing your team to focus on oversight and strategic finance.
Can we monitor the activity?
Yes. Real-time dashboards and daily logs are provided, offering full visibility into all payment operations.
ServiceConnect – Phone & Chat Support for Agents FAQs
What kind of support do your agents provide?
Our trained support team handles agent inquiries related to underwriting guidelines, document status, billing issues, and basic policy information.
Is this inbound only?
Yes. We currently offer inbound phone and chat support during business hours, with customization based on your needs.
How are calls and chats tracked?
We log all interactions in your CRM or service desk system, and can provide transcripts and summaries on request.
Do you use scripts or knowledge bases?
We tailor scripts and reference materials based on your underwriting guidelines and systems, ensuring consistency and accuracy.
How do you staff and train your support team?
All support agents are U.S.-based, bonded, and trained in your products and systems prior to going live.