Solartis team members work side by side with your operational and underwriting staff. Our goal is to free up your staff from time consuming administrative activities. We are experienced in every task associated with policy administration.

Example BPO Services / Processes:

• Key in and clear new and renewal Submissions/Applications
• Quoting – Create quote shell
• Generate Loss Run (from carrier, from websites and MGA systems)
• Perform OFAC and D&B checks
• Issue Binders
• Direct Bill Payment Processing
• Complete and Issue Policies and Endorsements
• Activate and log Premium Finance Agreements
• Verify, complete and send carrier issued policies to broker
• Verify, complete and send carrier issued endorsements to broker
• Key in and verify policy transaction data
• Key in and verify commission/receipt data
• Email Carrier Documentation
• Review received Telephone and Physical inspection reports, broker notifications, flag for underwriter review
• Tax affidavit verification and state filing
• Certificate of Insurance issuance
• Auto ID Card issuance
• Cancellation, Non-Renewal and Reinstatement Processing
• Update Broker/agent details
• Indexing / filing documents
• Key in SERFF product filing updates
• TPA claims data import
• Agency bordereau data import
• Key in and process Payroll Reports