Insurance Process Services
From consulting and strategy development to implementation and support, our comprehensive services can help your business thrive. Access specialized expertise without overhead costs while increasing operational efficiency, enhancing client service quality, expanding capabilities, accelerating growth, and maintaining focus on core business development activities.
Claims Management Services
We manage end-to-end claims processes—from FNOL to settlement—enhancing efficiency, improving policyholder satisfaction, and reducing operational costs with streamlined documentation, validation, and reporting services.
Policy Administration
Uniphoenix handles policy issuance, endorsements, renewals, and cancellations, ensuring accuracy, faster processing, and seamless integration with broker systems to improve customer experience and reduce administrative burden.
Policy Renewal Services
Systematic management of renewal cycles, including data collection, exposure updates, and market negotiations to maintain continuous coverage.
Claims Advocacy Support
Expert representation during complex claim negotiations, dispute resolution, and settlement discussions to maximize recovery outcomes.
Client Submission Support
Structured management of opportunity tracking and detailed quote comparison reporting to facilitate informed client decision-making.
Customer Service & Renewal Support
Our team offers multilingual support for customer queries, policy renewals, service requests and retention efforts, boosting client satisfaction and loyalty while enabling brokers to focus on core advisory roles.
Product Training
Comprehensive educational programs equipping brokers with in-depth knowledge of insurance products, markets, and technical underwriting considerations.
Accounting & Reconciliation
Specialized financial administration including premium processing, premium collection, commission reconciliation, and regulatory financial reporting compliance.
Risk Analysis & Reporting
We generate detailed risk reports, analytics, and insights that empower brokers to present stronger cases to underwriters and offer clients better risk mitigation and placement strategies.
Underwriting Support
Uniphoenix provides accurate, timely underwriting assistance, including risk assessments, documentation, and data analysis, helping brokers make informed decisions while reducing turnaround time and ensuring regulatory compliance.
Data Entry & Document Management
We ensure clean, structured data through meticulous entry, scanning, indexing, and document control, enabling brokers to access accurate information when they need it—securely and reliably.
Claims Accounting
Claims accounting for insurance brokers involve managing client claims, liaising with insurers, ensuring timely settlements, and maintaining records to support client satisfaction and regulatory compliance.
