An integrated communication and marketing tool for interfacing with all business associates and prospects including brokers, producers, third party administrators, groups and health care vendors.

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Business Associates

Track information about the companies and individuals who are business associates of the Carrier/MGU, including Underwriting Offices, Reinsurers, Producers, TPAs, PPO Networks, Health Care Providers, Cost Containment Vendors and Large Case Management Vendor.

Maintain and track information specific to a 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 associates. Follow-up on required documentation and expired licenses, or inadequate coverage limits on insurance and bonds.

Correspondence

Maintain address, phone, email, contacts for correspondence with multiple departments and offices, including:

  • Underwriting
  • Policy Administration
  • Premium Administration
  • Commissions
  • Claim Administration

Interface with Microsoft® Word to produce letters and mailing labels and send an email through Microsoft® Outlook.

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 associate, allowing for quick access to telephone numbers and address information
  • Business associates are selected from Contact Management to indicate the TPA, Producer, Carrier and PPO Network 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
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