New Business Services
New Business Services
When a new insurance agency sets up its business, it can face countless problems in procuring accurate information from its clients. Moreover not having set up standardized payroll or compensation procedures, getting a foothold in the market and scaling up can be quite a Herculean task, not to mention overwhelming.
At SGTech, we have seen, studied and understood the teething problems that new insurance agencies face.
Hence, to streamline their activities and ensure a successful take-off, we offer the following benefits :
- Receiving Accord Forms
- Uploading documents
- Recording Risks in Insurance requirements
- Creating Insurance Quotes
- Receiving and indexing documents for instant retrieval
- Invoice Data Entry Services
- Insurance Policy Issuance Services
- Insurance Policy Checking Services
- Client Receipts, Certificates of Insurance
- Verifying accuracy of information
- Application/Accord information data entry
- Procuring Requirements from Insurance Companies
- Data entry to the quoting tool
- Generating Proposals
- Recording Payment details