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ESL Office Contact Management
Contact Management is a central application linking business partners to marketing, underwriting, and administration. These links enable efficient communication to clients for proposals, policy documents, premium collection, claims auditing, follow-up letters, and other correspondence through a single information repository. It also allows easy selection and grouping of information for management and reporting requirements on the block of business.
Business Partners
Track information about companies and individuals the MGU or Carrier works with, including Carriers, Reinsurers, Producers, TPAs, PPO Networks, Health Care Providers, Cost Containment Vendors, Large Case Management Vendors, etc.
Maintain and track information specific to an entity or business partner, including:
- Carrier state limitations
- Licensed Agent insurance state licenses and the carrier’s with which they have been appointed
- TPA licenses
- E & O Insurance and coverage limits
- Fidelity Bonds and coverage limits
- PPO Network and area discounts for underwriting
- Required documentation to approve a partner as a TPA and/or Producer
Query and report on this information to manage the information requirements of all business partners. Follow-up on required documentation and expired licenses, or inadequate coverage limits on insurance and bonds.
Correspondence
Maintain address, phone, email, contacts, etc for correspondence with multiple departments and offices, including:
- Underwriting
- Policy Administration
- Premium Administration
- Commissions
- Claim Administration
Produce letters and mailing labels through a Microsoft Word interface, or send an email through Microsoft Outlook.
ESL Office Integration
Contact Management integrates with all other ESL Office applications for quick access to on-line information.
- All information may be accessed with a button-click on a TPA, Producer, or other business partner, allowing for quick access to telephone numbers and address information
- Business partners are selected from Contact Management to indicate the TPA, Producer, Carrier, PPO Network, etc for an underwriting proposal or a contract
- Commission and Sub-Producer checks are printed for mailing to the Commission Address
- Claim Checks are printed for mailing to the Claim Administration Address
Reports
Click on the following link to download examples of all reports available for Contact Management.