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Carrier Policy Servicing on Carrier Dashboard/Site See Below

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Agent Service Assistance:

Refer Request and Clients Billing, ID Card, COI, and any Policy Servicing

(855) 357-7463 option 2

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For Help with any of the following on QQ Catalyst System use Phone and Information below:

  • Technical Support Call (800) 444-4813
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Finance Company Service Portals:

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Our Service Team:

Answers and Communicates Inbound calls, emails, and messages

Checks for Daily Alerts and Cancellations

Assists with Renewal questions and notification to agents

Communicates at Renewal and Offers Review and Cross Sell Opportunities.

Alerts Clients of Workers Comp Audits and Underwriting Issues (Agent Alert also)

Gathers Required Documents (Agent Alert if client unreachable- Agent should get signatures up front-Best Practice for E&O)

Alerts Agent of Policy Cancellation or High Renewal Alert

 

Service PDFs

QQ- Using Acord Forms

QQ COI- Add Certificate Holder

COI Example

QQ COI - lienholder Training Video

QQ How to add new policy

 


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852 Church St
Royston, GA 306
62
Phone: 1-855-357-7463
Fax: 706-425-0803

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