- All data entry, including slips and endorsements
- Processing BDX
- Filing
- Aggregation monitoring
- Completion of RDS and preparing data for Lloyds returns
- Logging all enquiries, and creating reports for conversion and bind rates
- Management of queries
- Preparation for renewal meetings
- Sending initial invoices, reminders, and chasing late payments
- Chasing renewals
This is not a definitive list, please contact us for any bespoke requirements.