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.

Communicate

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.