AutoPilot
Packages

SERVICE OPTIONS

Choose from any of the following sets of services—or choose our Full Service Autopilot option and let us take care of everything for you and your customers!

AUTOPILOT PROACTIVE PACKAGE

Every agency has daily activities that should be completed to help retain customers.  Most daily task lists would be collected from either the AMS or Carrier page depending on the operation of the agency.  By simply providing credentials our team can login to your systems and carriers to get task lists.

  • Late payments, Cancellations, Claims,
  • Underwriting notices and follow u
  • Review accuracy of notices
  • Attach all documents to AMS
  • Data clean up for accurate information in AMS
  • Via text and email
  • Trail documents requested by UW
  • Update AMS
  • Send welcome greeting and documents
  • Via text and/or email
    • Monitor inbound email inbox for request
    • Confirm all needed information
    • Complete all certificates, send to agent or customer and attach to AMS

AUTOPILOT REACTIVE PACKAGE

As work is received by the team receiving phone service requests or email requests.  This work can be assigned to work queues monitored by our service team.  Reactive team member reps are trained to be able to receive incoming work requests from within the agency’s AMS and Email. Staff are assigned to be able to resolve queues within the 24-hour guarantee. Though the goal is to resolve service requests within a few hours.

  • 30-60 days before renewal obtain list from client and review all risks, changes, losses, coverages and credits.
  • Confirm agency set paramets to reshop
  • Rate with 3 carriers upon request & prepare comparison sheet
  • Review agent quote intake form
  • Quote with rater and 3 carriers
  • Provide complete quotes to agent
  • Agency provides carrier placement/appetite guide
  • Process all requested policy changes with carrier
  • Confrim changes are done correctly
  • Send confirmation of endorsement

PHONE SERVICE PACKAGE

Being the face of an insurance agency is an enormous responsibility. This is often when customers make critical decision, and every interaction could win or lose an account.  When answering inbound calls for an agency it is critical that reps maintain a relaxed almost familiar dialogue with the customer.  Attempting to help every single customer is critical to not passing on calls back to agents and distracting them from their valuable income producing activities to gain new clients.

  • Process payments
  • Resolve billing issues
  • Initiate claim requests and warm transfer to carriers
  • Confirm policy coverages and answer questions
  • Collect COI information
  • Send ID cards and policy documents
  • Complete new business intake forms
  • Process endorsements
  • Customer follow up for non pays, cancellations underwriting requests, moretgagee requests
  • Welcome call to new clients and review OB process

Exclusions

  • New Sales directly with a customer
  • Quoting new business that is not P&C
  • Quoting new business over the package limit
  • Binding policies
  • Determine carrier appetite for new insurance quotes
  • Complex Supplemental applications
  • Sales campaigns
  • Consumer reports
  • Negotiate rate or present new rate to customer
  • Provide risk advice or coverage adivce to customer
  • Process policy change requirements due to UW
  • No Cold Calling
  • Proactive must be included with phone service

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ONE OF OUR REPRESENTATIVES