TPA Office Contact Management
Contact Management is a central application component linking business partners to marketing, underwriting, and administration. This enables 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.
- Maintain business-partner information on companies and individuals
- Query partners for quick and easy-to-use ad-hoc reporting and analysis
- Create custom reports
- Create distribution lists for communication
- Manage partner documents and requirements with tasks and checklists
- Track insurance licenses, E & O insurance, fidelity bonds, carrier limitations, and approved states
- Integrated with other TPAOffice applications for one-click access.