What can SOS do for you and your business?
A selection of services we can offer are below. please ask should you require any administrative services that are not listed.
Insurance Services Offered |
What is involved |
| Manage the after sale process for all your applications. | •Send application to insurer•Manage underwriting including contact with clients/insurers as required
•Manage cancellation of existing policies once new cover has been issued |
| Facilitate Your Compliance Process | •Provide administration as required using your own process and templates |
| Create Mail merges | •To send to newly purchased or existing databases |
| Manage Annual Review Process | • Help you to run your Annual Review process |
| Manage Arrears Process | •Help you to run your arrears process |
| Phone Calling | •Annual Reviews |
| Campaigns | •Existing Database Marketing emails and phone calls |
| Lending Services Offered | What is involved |
| Application Process | •Liaise with clients/lenders to gather all information required during the application process |
| Facilitate Your Compliance Process | • Provide administration as required using your own process and templates |
| Rate Reviews | • Manage the rate review process as required |
Other services we can assist with:
- Practice Management and Personal Assistant training
- Scan client file onto CRM
