Services and Skills

Service Type 01 - Back-Office Services with Flexible Execution Windows

Tasks Covered

  • Personal Lines Renewal Remarkets
  • Billing checks and payment follow ups
  • Carrier Notification Tracking
  • AMS Data management including download processing
  • Policy document/Coverage Audits

Service Type 02 - Agent-initiated Time Critical Services

Tasks Covered

  • Personal Lines New Business quoting
  • Mid-Term remarkets
  • Mortgagee/Lienholder Changes
  • Personal Lines Policy changes
  • Certificates of Insurance
  • Application generation
  • e-signature envelope administration

Service Type 03 - Renewal Remarkets

Tasks Covered

  • Reviewing renewal lists and identifying policies for remarket
  • Applying agency-defined remarketing criteria and guidelines
  • Updating client/policy information prior to remarketing
  • Carrier re-quoting using preferred carriers and agency workflows
  • Preparing remarket quotes with comparison details
  • Delivering trial quotes and refining based on agent feedback
  • Daily remarket processing with defined quote capacity
  • Maintaining live remarket tracker with daily updates
  • Updating remarket status and actions in Growth.insure platform
  • Uploading “Remarket Summary Sheet” and deliverables in HawkSoft
  • Logging all remarket activities as notes in HawkSoft
  • Coordinating with agents for review, approvals, or next steps
  • Supporting cross-sell opportunities during remarketing
  • Monitoring renewals to ensure timelines are met and no policies are missed

Agency Process Skills

KNOWLEDGE OF LINES OF BUSINESS AND POLICY FORMS
  • Home : Homeowners ( HO3, HOB, HOA) Renters (HO4) Dwelling Fire (TDP1, TDP3) Condo (HO6, HOB-CON) Vacant Dwelling.
  • Auto: Vehicles, Motorcycle, Boat, Trailer & Commercial Auto.
QUOTE PREPARATION
  • Underwriting
  • Guidelines
  • Quoting
  • Methodologies
  • Running and Interpretation of Clue, MVR, RCE reports Coverage Endorsements
  • Premium preference/analysis
POLICY ISSUANCE AND CHANGE PROCESSING
  • Application
  • Processing
  • Underwriter
  • Coordination Policy
  • Change Processing
  • Post Policy Issuance Tasks
CUSTOMER DATA & DOCUMENTATION
  • Data Research
  • Document Management
  • Customer Record Updates
  • Payment Processing
  • Remarketing and Its Parameters
  • Customer Qualification

Agency Tools and Carriers

SOFTWARE AND TOOLS
The Growth.Insure team is well-versed with the tools commonly used by insurance agencies.
  • Comparative Raters: EZLynx, PL Rater, Applied Rater
  • Electronic Signature Platforms: DocuSign, Foxit eSign, PandaDoc
  • Agency Management Systems: HawkSoft, AMS360, EZLynx
  • CRM Software: AgencyZoom, InsuredMine
  • Collaboration Tools: Microsoft Teams, Missive
  • Others: PDF editors, document editors, Office365
CARRIER WEBSITES
The Growth.Insure team is experienced with the quoting and underwriting guidelines of the following carriers.

Travelers, National General, Safeco, Progressive, Foremost, American Modern, Tower Hill, VacantExpress, RLI, PersonalUmbrella.com, American National, The Hartford, Stillwater, American Risk Insurance, Branch, ASI, Atlas, Hagerty, TWICO, State Auto, Mercury, Kemper, Dairyland, Allstate, Universal Property & Casualty, Hippo, GEICO, National Lloyds, Centauri, Citizens Property Insurance Corporation, SageSure, Amwins, California FAIR Plan, Aegis, Chubb, Bamboo, Lightspeed, ePremium, Delos, Obie, Steadily

Hawksoft Skills

hawksoft image
  • Download Processing
  • Task Management in HawkSoft
  • Client, Carrier, and Vendor Record Management
  • Usage of HawkLink Browser Integration
  • HawkSoft Virtual Printer Operations
  • Document Handling & Management
  • Integration with Phone Systems, Email Clients, and Other Tools
  • Certificate of Insurance (COI) Printing
  • Invoice Generation and Printing
  • Printing Evidence of Insurance (EOI) and Auto ID Cards
  • Creating and Managing Client Tags
  • Building and Using Correspondence Templates
  • Adding and Managing Prospects
  • Logging Notes and Client Interactions
  • Advanced Reporting Capabilities
  • Sales and Retention Report Generation
  • Agency Intelligence Report Analysis

AMS360

ams360 image
  • Download Processing
  • Activity & Task Management
  • Client Record Management
  • Policy Entry & Servicing
  • eForms & ACORD Form Handling
  • Certificate of Insurance (COI) Issuance
  • Evidence of Insurance (EOI) & Auto ID Card Printing
  • Invoice & Billing Processing
  • Document Management & Attachments
  • AMS360 Virtual Printer Usage
  • Creating Client Tags
  • Report Generation (Standard & Custom Reports)
  • Sales & Retention Reporting
  • Expiration List & Renewal Management
  • Suspense Management
  • Prospect & Lead Entry
  • Logging Notes & Documentation
  • Data Clean-Up & Record Auditing
  • Activity Logs & Audit Trails
  • Dashboard Utilization & Agency Analytics

Service List

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