Policy Administration automations

Agent and Broker License Verification Tracking

NIPR, Vertafore, AMS360

Recalculating Premium After Mid-Term Endorsements

Guidewire, Duck Creek, internal rating engines

Group Benefits Enrollment Reconciliation

EDI 834 feeds, internal group benefits admin systems, employer HRIS platforms

Cancellation and Non-Renewal Notice Compliance Tracking

internal policy admin systems, state DOI portals, print/mail vendors

Policy Document Version Control Across Renewals

Guidewire, Duck Creek, SharePoint

Policy Renewal Reminders and Lapse Tracking

internal policy admin systems

Premium Audit Scheduling and Documentation

internal policy admin systems, NCCI, payroll data providers

Underwriting Referral Routing for Out-of-Appetite Risks

Guidewire, Duck Creek, Salesforce