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Our policy services provide carriers with efficient back-office support throughout all stages of the policy lifecycle—from policy processing, rating, and underwriting to policy issuance and customer support. Our knowledgeable and experienced team members undergo rigorous training to ensure exceptional customer service is always extended to agents and policyholders on behalf of the client. Services include:

Underwriting

Our proven, refined processes create best practice workflows that enable our underwriters to process “clean” risks automatically and efficiently, allowing clients to administer more business and lessen everyday operating costs.

Our knowledgeable and experienced team members undergo rigorous training to ensure exceptional customer service is always extended to agents and policyholders on behalf of the client. All transactions performed are monitored against predetermined service standards.

Supported processes associated with underwriting include:

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Rate/Quote

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Endorsements, Renewals, Cancellations, and Reinstatements

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New Business Issuance

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Inspections and Audits

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Third Party Interfaces

Contact Center

We are committed to maintaining high service level standards. Our Contact Center representatives undergo extensive training so your company and brand are always well represented. Our Contact Center team members quickly answer calls, update customer and agent portals, and provide outstanding service to all callers, policyholders, and agents.

We utilize a cloud-based telephone system to offer customized scripts and voice recordings, full call reporting capabilities, and quality assurance metrics. This allows us to monitor service levels, telephone conversations, and the number of calls received within specified times to ensure that policyholders are extended the quickest and most professional service possible.

Document Management

Our document management services drive business value for our clients. By leveraging a complementary suite of content management solutions, our clients improve business agility, enhance operations, and transform their customer experience.

Policy Services Benefits

Improved agency relations

Improved customer service levels

Elevated operations

Refined processes encourage best practice workflows

"The underwriters and customer service people working in Columbia are among the best I've 
done business with. It's nice to get someone 
who is not only friendly but knows what they're talking about."

From an Agent

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