Sourc-it Policy Administration is designed to cost-effectively deliver high quality back office services to the insurance industry. Trumbull's capabilities extend to commercial, personal and specialty lines of business for all states.

Experienced People
Trumbull's staff is comprised of trained insurance professionals, educated about the specifics of our clients' programs, knowledgeable in regulatory requirements and committed to service excellence.

Proven Processes
Trumbull has refined its processes to create best practice workflows designed to provide high quality services to our clients and our clients' customers. Trumbull has the capability to provide all the functions associated with policy administration including:

  • data entry
  • mail center
  • new business
  • endorsements
  • cancellations
  • rate/quote
  • renewals
  • expirations
  • reinstatements
  • requests for audits
  • audit endorsements
  • issuance and distribution
  • customer care
  • outbound interfaces

All transactions performed by Trumbull are monitored against predetermined service standards and policy files are reviewed for thoroughness and accuracy.

In addition to processing transactions, Trumbull's staff responds in a professional and timely manner to all customer service calls relative to policy services. Trumbull's clients are provided a dedicated toll-free number(s) to allow agents and insureds to easily make policy inquiries. Call hours are customized to meet client requirements.

Trumbull provides monthly management reports to our clients measuring performance against all service level agreements. Web based reporting that allows for access to immediate reports is available as well.

Bureau and Statistical Reporting
Reporting to state and bureau organizations tends to drain companies of valuable resources and leave staff with the stress of trying to race the compliance calendar. At Trumbull, your reporting will be handled with strict attention to timeliness and accuracy, satisfying all statistical reporting requirements. The scope of Trumbull's service includes all activities associated with bureau reporting.

Enabling Technology
Supporting Trumbull's staff is enabling technology; technology that automates policy edits for processing accuracy and thoroughness; that allows real time access for our clients to policy data; and technology that provides us with an electronic policy library to easily access all policies and forms.

 

 






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