Driving Efficiencies and Transforming Day-to-day Operations
We offer the entire gamut of insurance agency solutions helping insurers save time, resources and costs.

Insurance Agency Management Services

Historically, insurance agency management outsourcing continues to be regarded as a means to minimize operational expenses by leveraging the advantages of labor arbitrage. Outsourcing can entirely transform your insurance processes, presenting increased flexibility by freeing up useful assets.

We, at Cogneesol, have substantial experience in insurance agency administration services since 2008. Our management solutions for insurance agencies empower and boost the internal business processes across the entire insurance lifecycle for all insurance groups – property and casualty, life and annuities, reinsurance, etc.

Insurance Agency Management

"Since Cogneesol took over all our back-office tasks, our operations have been more productive."

- An Insurance Agency, Jersey City, NJ

Our Insurance Agency Management Services

New Business Services

  • Receiving Accord Forms
  • Uploading of the Documents
  • Application/Accord Information Data Entry
  • Record Perils Insurance Requirements
  • Requirement Gathering from Insurance Companies
  • Insurance Quote Creations
  • Generating Proposals
  • Client Receipts, Certificates of Insurance
  • Insurance Policy Issuance Services
  • Record Payment Details
  • Invoice Data Entry Services
  • Insurance Policy Checking Services
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Policy Management Services

  • Policy Renewal Services
  • Filings with the State Government Websites (e.g.: Stamping Office)
  • Order Loss Runs
  • Coordinate with Finance Companies on Premium Finance Agreements
  • Policy Issuance Services
  • Insurance Endorsements
  • Insurance Policy Checking Services
  • Policy Maintenance and Administration Services
  • Policy Cancellation and Reinstatements Services
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Commission Management Services

  • Commissions Data Entry
  • Payable Commission for Producers
  • Commission Systems Enhancement and Maintenance of Applications
  • Commissions Accounting Services
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Insurance Reporting

  • Agent Commission Detail Reports
  • Accounting and Finance Reports
  • Customized Reporting
  • Active Policy Listing
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Insurance Claims Data Entry

  • Mortgage Claim Data Entry Services
  • Life Insurance, Health Insurance or General Insurance Data Entry
  • Claims Adjuster Data Entry
  • Data Entry for Claims Settlement
  • Data Entry Service for Workers Compensation Insurance

Claims Management Services

  • First Notice of Loss (FNOL) Management Services
  • Claims Verification and Validation
  • Claims Processing Services
  • Assessment — Desktop and Physical
  • Claims Adjudication Services
  • Subrogation
  • Maturities Processing
  • Early Retirement
  • Withdrawals
  • Reconciliations
  • File Closure & Portfolio Management
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Insurance Accounting

  • Billing of Premium Balance Services
  • Document (Invoice Cycle) Management
  • Accounts Payable Services
  • Accounts Receivable Services
  • Bank Account Reconciliation
  • Tax Preparation Services
  • Financial Reporting
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We Support Multiple Insurance Software

With expertise in every Insurance software and platform, our team of highly skilled professionals offer fast learning curves and swift implementation of solutions.
VertaFore Software
NexSure Software
Aspire Software
Insurance Pro Software
HawkSoft Software
Agency Matrix Software
Applied Software
Newton Software
Agency Software Inc.

Every Business is Unique. Find Out How We Can Help Yours.

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Our Key Differentiators

With Our Experience, Take Your Business To New Heights

Growing customer needs for best-in-class solutions make the insurance marketplace a lot difficult. Working in this kind of environment is a challenging proposition.

However, outsourcing insurance agency management services to Cogneesol could be your smartest step toward business growth and expansion. For the past 15 years, we at Cogneesol have operated in tandem with the worlds’ several established insurance agencies; we have assisted a large number of clients in distinct industries.

Cogneesol is reckoned by many industry experts, third-party consultants and insurance agencies themselves as being one of the major insurance outsourcing companies across the globe. Top insurers progressively outsource insurance agency administration to Cogneesol to consolidate and simplify operations—not merely to keep costs down, but to increase agility and liberate resources in ways that help their companies yield new business opportunities.

Client Testimonials

It is always a pleasure to learn that the work we do has positively impacted our clients and that they are happy to share their experiences.

Get in Touch With Us

We look forward to building long-term relationships with our clients through our customized insurance solutions that will make processes agile and cost-efficient. Have specific questions, or want a guided tour of our services? Get in touch with us!
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