Our Services | Supported Insurance Processes
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:
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.
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 |