Contact Management

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 ESLoffice 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

Contact Management

Business Associates

Correspondence

Integration

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