Our hardworking group focuses on creating and managing agency and agent profiles. We deftly handle the intricacies of the contracting process, from monitoring missing or necessary papers to cleansing and processing agent and agency appointments. We also promise to follow up thoroughly until writing codes are granted so that our clients have a smooth experience. Furthermore, a wide range of duties are covered by our virtual support services, such as processing bulk hierarchy movements, managing agent address changes, inspecting non-production lists, updating E&O and AML renewals, and taking on unique projects.
* Build and maintain agent/agency profiles in AMS * Scrubbing and processing agent/agency appointments * Managing missing/needed requirements * Conducting follow-ups until writing code is issued