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Eliminate the Administrative Backlog with BPO

New Business

New customer onboarding is one of the most important stages in the customer lifecycle, setting the tone for the entire relationship. A fast, responsive, accurate execution of new policy administration helps to build trust between you and your customer from the start.

Solartis has the expert resources you need to review and understand your current processes, optimize them with the best combination of human and technology resources, and deliver rapid, accurate, high-quality results.

Our team of highly-trained specialists in P&C policy administration outsourcing can always take on additional tasks, or special projects as needed. Contact us today to learn more about how Solartis Administer can make your business more efficient, profitable, and customer-focused!.


Schedule Your BPO Consultation to Learn More

New Business Services Include

1. Submissions

  • Sanctions Check
  • Clear and Log Submissions
  • Clearance in Carrier System
  • Supplemental Entry for Automation
  • CRM Submission Entry

2. Rate

  • Rackley Rating
  • Rater Setup
  • Geo-Coding

3. Quote

  • Quote Shell Creation

4. Bind

  • Bind & Invoice New / Renewal

5. Issuance

  • Policy Issuance
  • Policy Issuance in Carrier Portal
  • Stamping for Surplus Lines
  • Send Documents to Carrier
  • Bordereaux Data Entry
  • Policy Verification and Stamping
  • Follow-up for MIssing Policies
  • Generate Certificate of Insurance
  • Premium Finance Agreement Entry
  • Generate Auto ID Card