Struggling with time-consuming tasks and backend processes that diverts your team's attention from your core business activities?
I GOT YOU!
> 4 Years of Solid Experience
> Professional Support & Correspondence
> Tech Savvy Creative
ADEPT WITH THE FOLLOWING TOOLS & PROCESS:
> Agency Management System
AMS360
BindHQ
Insight
ZohoOne
> Insurance Carriers
Progressive
Travelers
Atlantic Casualty Insurance Company
Liberty Mutual
Safeco
Hartford
Markel
Allianz
> Document Processing
AdobeSign
DocuSign
Microsoft Office
Google Suite
>
Outlook
Gmail
> Messaging & Communication
Teams
Slack<8efe80624d780eba0c6493ec45140364
Zoom
RingCentral
WhatsApp
> Rating / Quoting
Direct Carrier Quoting
SCTP
Applied Rater
Better Agency
> Binding
Fulfilling binding subjectivities
Creating and issuing invoices
> Policy Issuance & Servicing
Sending policy documents to insureds
Processing policy changes and endorsements
Renewals
Claims
Audit
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
SEE MORE REAL RESULTS“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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