ELEVATE VA LLC provides you the service to delegate tasks to our best skilled, trained and experienced Virtual assistants to handle your Commercial Lines for quoting and servicing. They will help you save time and focus on the activities that Drive Your Success.
Commercial Quoting
Review and analyze policy applications
COI Issuance
Generating Proposals
Completing Acord Forms
Remarketing Policies prior to renewal
Invoicing
Generating Premium Finance Agreements
Processing Endorsements
Requesting Loss Runs
Sending DocuSigns
Assisting with Audits
Checking payment status
Processing of endorsement
And many more!
For example: You have a commercial policy renewal that needs to be remarketed. You assign this task to your VA/commercial lines specialist. The VA/commercial lines specialist can fill out the Acord 125, 126 and 140 for you to review prior to submission. And then they can order the loss runs from all carriers if necessary. This frees you up to focus on revenue generating activities.
ELEVATE VA LLC provides you the service to delegate tasks to our best skilled, trained and experienced Virtual assistants to handle your Commercial Lines for quoting and servicing. They will help you save time and focus on the activities that Drive Your Success.
Commercial Quoting
Review and analyze policy applications
COI Issuance
Generating Proposals
Completing Acord Forms
Remarketing Policies prior to renewal
Invoicing
Generating Premium Finance Agreements
Processing Endorsements
Requesting Loss Runs
Sending DocuSigns
Assisting with Audits
Checking payment status
Processing of endorsement
And many more!
For example: You have a commercial policy renewal that needs to be remarketed. You assign this task to your VA/commercial lines specialist. The VA/commercial lines specialist can fill out the Acord 125, 126 and 140 for you to review prior to submission. And then they can order the loss runs from all carriers if necessary. This frees you up to focus on revenue generating activities.
CONTACTS
Toll Free Number: 888-505-5715
Fax Number: 817-888-8748
service@elevateagencyva.com
info@elevateagencyva.com
ADDRESS
9500 Ray White Rd Ste 200, Fort Worth, TX 76244
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