New Business Review

Writing profitable policies starts with strong underwriting. We will identify risks before they become liabilities. Our team reviews applications, spots red flags, and ensures policies align with underwriting standards. With limited time to accept or cancel a new policy, quick and thorough reviews are essential. We work fast to help you write good business that stays on the books long-term.

MVR Reviews

We will evaluate MVRs for violations, accidents, and licensing classifications so your underwriters spend less time analyzing reports and more time helping clients. Our team is trained on state-specific DMV scoring and driver eligibility requirements and can determine if a driver qualifies for discounts or if their record affects coverage eligibility.

Inspection Reviews

Verifying property conditions is critical in determining risk acceptability and reducing loss ratios. This task enables our specially trained staff to break down the risk according to company standards to ensure that you only insure qualifying properties. We review acceptability, process pending cancellations, and work with insureds to meet compliance requirements.

Endorsement Processing

Processing endorsements is a data entry task that takes staff away from higher-value work. We can handle policy changes from online requests, email, snail mail, and fax, ensuring updates are accurate and processed efficiently. Our team handles the heavy lifting so your underwriters and customer service team can stay focused on delivering expert guidance.

Renewal processing

A structured, proactive renewal process is key to customer retention and long-term profitability. We update client information, process renewals, and ensure policies align with underwriting standards, saving you time and money while keeping clients. By reviewing accounts for renewal, non-renewal, or conditional renewal, we help you make informed decisions.

Quality Control

Accuracy is crucial to prevent Errors & Omissions (E&O) claims. Let us serve as your second set of eyes for quality assurance. We double-check policies against your checklist, ensuring all terms, exclusions, and details are correct. With our policy audit services, your team gains peace of mind knowing policies are accurate. If errors occur, we help correct them before they become costly.

Pending Cancellations (NOC calls)

Keeping policies active is as important as writing them. We’ll help you prevent cancellations with proactive outreach. Our team makes live courtesy calls to ensure insureds receive notices and have a chance to resolve issues. We also cross-check policy records to confirm clients were adequately notified.

Reinstatements

Losing policies to cancellation is costly. We can assist you in the reinstatement process, ensuring policies return to good standing, whether pending for underwriting reasons or non-payment. We’ll follow up to ensure the policy is back on track and that all of the necessary documentation and attachments are included

Payment Processing

Outsourcing payment tasks to Staff Boom improves efficiency while securing client information. We process credit/debit payments, ACH transactions, and payment plan adjustments while ensuring complete security and confidentiality. We know each MGA and carrier’s payment processing requirements and handle the details accurately.

Mail Processing

Even in the digital age, businesses still use snail mail. We will ensure your mail is handled efficiently. We review documents, determine routing, and forward them to the appropriate departments. Simply scan incoming mail into a folder, and our team will do the rest.