Inquiry / Order Form

Our unique outsourcing approach and capabilities align with insurance companies and TPAs to help them lower costs, improve efficiency, increase productivity and generate predictable outcomes.

Customer Service

 Phone reception duties including filtering of voicemails and callbacks

 Email: Sending, filtering, replying and forwarding

 Transaction processing and invoicing

Office Coordination

 Meeting scheduling

 Appointment setting

 Travel arrangement bookings

 Sending reminders

Accounting & HR

 Accounting system posting and maintenance (accounting system license not including)

 Billing and collections

 Assist with talent recruitment

 New hire orientation

 Assist with Client onboarding

 Enforcement of policies

 Employee timekeeping and scheduling

Supply Management

 Inventory maintenance and reporting

 Supply maintenance and ordering

 Vendor maintenance and management

CRM Management

 Updating and maintenance of database including scrubbing of leads via DNC database (if contacting residential customers)

 Adding new contacts

 Logging of activities in spreadsheet or CRM (CRM licenses not included)