Services

OUR EXPERIENCE & KNOWLEDGE AT A GLANCE

Property | General Liability | Workers Compensation | Business Auto | Excess Liability | Marine

Our Insurance Back Office Support Services

View our list of services that we offer here at Virtual Insurance Service. With our certified team of agents, we have a wide range of specialized services that each person brings to our team. We choose to take advantage of the technology that is so rapidly advancing in today’s world by applying it to everything that we do. The internet is a strong resource for businesses in every industry across the world. Here are some ways we use this technology to help us service you and your agency.



POLICY SERVICES
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MARKETING & PROCESSING
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ACCOUNTING SERVICES
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REPORTS
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POLICY SERVICES

  • Send Renewal Letter
  • Renewal Proposal, Summaries, Spreadsheets
  • Renewal Policy Retrieval
  • Renewal Policy Processing
  • Renewal Policy Electronic Delivery
  • Certificates, Evidences & Auto ID Cards
  • Policy Audit Processing
  • Policy Endorsement Processing
  • Policy Cancellation Processing
  • Claims Follow Up
  • Company Inspection Follow Up
  • Gather Renewal Information & Applications
  • Premium Due Follow-Up
  • Renewal Policy Binding/Ordering
  • Renewal Policy Binding/Ordering
  • Manage Renewal List

NEW BUSINESS MARKETING & PROCESSING

  • Prepare Proposals
  • Complete On-Line Rating
  • Obtain Relevant Information From Client or Agent

ACCOUNTING SERVICES

  • Process Commission Deposits
  • Process Direct Bill Reconciliation
  • Process Vendor Payables
  • Reconcile Operating Account
  • Process Agency Bill Premium Deposits
  • Manage Agency Bill Company Invoices and Customer Payments
  • Process Company Invoice Payment
  • Reconcile Trust Account
  • Reconcile Trust Account, Company Accounts Payable Report and Customer Receivables Report
  • Close Day/Close Month/Close Year
  • Process Period End Accounting Reports
  • Journal and Ledger Maintenance

Reports

Daily
  • Operating Account Reconciliation
  • Trust Account Reconciliation
Weekly
  • Income Statement
  • Balance Sheet
  • Cash Report
Monthly
  • Producer Commissions Report
  • Expiration Lists CSR
  • Expiration Lists Agents
  • Missed Renewal List

We’d love to hear from you

Call our office, our professional assistants will improve your bottom line.
  • (844) 464-1792
Or fill out our contact form, and our staff will get right back to you.
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