Contact Management
Contact Management
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.
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
© 2015 Young Consulting, Inc.