Policy administration
Issue, endorse, renew, cancel, reinstate. We keep the policy record accurate from the day it binds to the day it closes.
Clearwater, Florida
We handle the paperwork behind the policy — enrollment, billing, claims support, and the service calls that follow. Carriers and agencies bring us the administration so they can get back to underwriting and selling.
A policy is sold in an afternoon and administered for years. That long middle — the billing cycles, the endorsements, the address changes, the questions at 4:45 on a Friday — is what we do, and all we do.
Issue, endorse, renew, cancel, reinstate. We keep the policy record accurate from the day it binds to the day it closes.
Invoicing, premium collection, reconciliation, commission statements, and lapse notices — on a cycle that runs without being watched.
Application intake, data entry, missing-information follow-up, and clean handoff to the underwriting desk.
First notice of loss, documentation, status tracking, and correspondence — so nothing sits in a queue unattended.
A phone number that a person answers. Coverage questions, billing questions, ID cards, and changes of address.
Regulatory filings, carrier reporting, and audit-ready records maintained to the standard your examiners expect.
Transitioning administration is the part everyone dreads. We run it in four stages, and you know at every point what has moved and what has not.
We look at the book as it exists today — volume, systems, service history, and where it is currently breaking.
Plans, rates, forms, and workflows are built to match your product, not bent to fit ours.
Records migrate on a fixed schedule, reconciled against your file. Nothing goes live unbalanced.
Day-to-day operation with reporting you actually read, and a named contact who knows your book.
We work behind our clients' names, not in front of them. Your policyholders experience your brand; we make sure the experience holds up.
Outsourced administration for a line, a block, or a closed book.
Back-office capacity without adding headcount to your own floor.
Policy issuance, billing, and service under your program's paper.
Enrollment and member servicing for group and voluntary products.
One call is usually enough to know whether we are a fit. Douglas Price takes these directly.