Claims Tracking

Claims Tracking

Forensic Financial Services

Our firm specializes in claim services for Insurance Brokers. We are uniquely structured to provide your clients and producers with a higher level of service after experiencing a claim. Our goal is to assist in client retention through communication that will exceed your client’s expectations on customer care.

Our licensed team of professionals will submit, track and circulate correspondence received on a claim to all parties involved. As your claims intake team, we will work on your client’s behalf allowing account managers to perform more premium driven work. We are proficient in various agency management systems; such as AMS 360, Sagitta, ImageRight, and Epic so all correspondence is filed in your system. When it comes to communication, we will further establish a direct dial phone line along with an email so our staff is transparent when working with your clients.