Our Services  |  Supported Insurance Processes

Outsource your insurance administration processes to free up internal resources for better customer service and improved underwriting.

Solartis Administer processed over 1.5 million transactions in 2018 alone.

Solartis excels at creating a BPO partnership which results in the elimination of your administrative backlog. Many insurance organizations are burdened by an overwhelming number of outstanding clerical tasks and administrative deliverables. Solartis Administer was founded to solve these issues. 

You’ll find the complete list of our supported processes below, but most of our partners start with one of the following transaction types:

  • Submission / Clearance/Blocking processes
  • Brokerage business quote and policy lifecycle - Request-for-quote management, policy verification, stamping and distribution, endorsements, renewals and cancellations
  • Binding Authority business policy lifecycle - Issue binders, issue policies, quality control, stamping, and distribution, issue endorsements, renewals and cancellations
  • Inspections - ordering, follow up, review
  • Loss runs - ordering, pulling, emailing out

Solartis Administer guarantees best-in-class turnaround time and transaction quality. Our partners receive monthly reports which provide performance data for these metrics and more.

View Our Supported Processes Catalog

Choose Solartis as your BPO partner for
handling the following supported processes:

Category

Process Details

Turn Around Time (TAT)

All Departments

Projects as needed

as directed by customer

All Departments

Update Broker / Agent details in system

24 hr

All Departments

Updating Broker License details

24 hr

Accounting

Accounting data entry processes

24 hr

Accounting

Billing Corrections

72 hr

Binding Authority

Rackley Rating (New and Renewal)

24 hr

Binding Authority

Policy Issuance

varies by carrier

Binding Authority

Policy Stamping for Surplus Lines Policies

24 hr

Binding Authority

Endorsements (premium and non-premium/all lines of business)

72 hr

Binding Authority

Send required documentation to Carrier

24 hr

Binding Authority

Lloyds Bordereaux data entry and submittal

monthly

Brokerage

Brokerage Policy - verification, stamping, email to agent

24-48 hr

Brokerage

Brokerage Endorsements - billing, verification, stamping, email to agent

24-48 hr

Brokerage

Policy Follow ups for missing Brokerage policies

24 hr

Brokerage/Binding

Non-Renewal Notices

24 hr

Brokerage/Binding

Direct Notice of Cancellation

24 hr

Brokerage/Binding

Cancellation Rescissions

24 hr

Brokerage/Binding

Lost Policy Release

24 hr

Brokerage/Binding

Email to Retail Agents

24 hr

Brokerage/Binding

Premium Finance Agreement Entry

72 hr

Brokerage/Binding

Renewal submission

24 hr

Brokerage/Binding

Renewal file setup (rater, quote, loss runs, request app)

24 hr

Brokerage/Binding

Quote shell creation (New and Renewal)

24 hr

Brokerage/Binding

Filing, sorting, categorizing correspondence for sales staff

24 hr

Brokerage/Binding

Bind and invoice new and renewal business

8 to 24 hrs

Brokerage/Binding

Follow up for completed Tax Forms from agent

24 hr

Brokerage/Binding

Auto ID Card generation

8 hr

Brokerage/Binding

Renewal Loss Runs

24 hr

Brokerage/Binding

Adhoc Loss Runs

24 hr

Inspections

Inspection Ordering

24 hr

Inspections

Inspection Report Review (all lines of business)

72 hr

Inspections

Follow up for completed Inspections Recommendations

24 hr

Submissions

Submissions (clearance, setup, email acknowledgement to agent/UW)

30 min to 2 hrs

Submissions

Submission clearance in carrier system

2 hr

Submissions

Submission blocking

2 hr to 24 hrs

Tax

File Tax Affidavits (all states)

24 hr

Tax

Tax entry into state systems

24 hr

Tax

Send required Tax documents to states

24 hr

Schedule Your BPO Consultation to see how our organizations can collaborate for remarkable results.

Schedule Your BPO Consultation