Insurance Services

We pride ourselves on being more than a service provider - we are strategic partners committed to collaborating with insurance companies to navigate industry complexities successfully. By choosing Insurance Sage as your backend ally, you're investing in a transformative partnership that goes beyond traditional support, with a focus on elevating your performance and customer satisfaction.

Expertise

• Clinet Aquisition

  Collecting Requirement

  Collecting Requirement

  Exposure Summary

  Requesting Quote

  Quote Summary

  Set up account - AMS

  Welcome Letter

  Premium Collection

  Final Policy to Client

• Endorsement

  Policy Changes

  Carrier Coordination

  Confirmation Letter

  Change account - AMS

  Endorse Dec to Client

• Renewal

  Remainder on Policy Renewal

  Premium Payment Collection

  Basic Policy Check

  Remarket

  Loss Runs / Claim History

• Cancellation

  Client Cancellation

  Carrier Cancellation

  Retention