EP Comprehensive Agent Contracting

Our dedicated team specializes in building and maintaining agent and agency profiles. From scrubbing and processing agent and agency appointments to overseeing missing or required documentation, we navigate the complexities of the contracting process with finesse. Our commitment extends to conducting thorough follow-ups until writing codes are issued, providing a seamless experience for our clients. Additionally, our virtual assistance services cover a spectrum of tasks, including managing agent address changes, EFT bank modifications, updating E&O and AML renewals, processing bulk hierarchy moves, auditing non-production lists, and undertaking special projects.

Service Features

Building and maintaining agent/agency profiles in AMS

Scrubbing and processing agent/agency appointments

Managing missing/needed requirements

Conducting follow-ups until writing code is issued

Virtual Assistance