BACKROOM ADMINISTRATION
Transactional horsepower.
Operational efficiencies.
Streamlined automation.
At Lockton Affinity, we build automated, scalable, efficient processing solutions to service your high-volume insurance transactions like certificate and policy issuance, ID card generation, billing and other related policy documentation.
WHAT WE DO
Our backroom services
Serving a wide range of clients with high volume insurance-related transactions, we have unique processes in place that are customizable for your needs.
Certificate portal
Our configurable, self-service certificate portal enables clients to request large numbers of certificates efficiently. Certificates are issued within two business days, if not faster.
APIs
We build software to connect our system and our clients’ systems to ensure seamless, automatic communication. This removes many manual aspects associated with high-volume transactions, ensuring faster turnaround and increased accuracy.
Operational efficiency
If we are unable to create an automated process for a certain transaction, we create efficient, operational processes, leveraging our dedicated, knowledgeable Associates.
Who we serve
Professional Employer Organizations (PEOs)
We have authority to issue policies on a carrier’s behalf, streamlining insurance documentation for items like policy issuance, certificate issuance, billing and more.
Agency captives and risk purchasing groups
We can scale policy and document processing for our captive clients, helping support administrators in their efficient management of the captive.
Carriers
With our in-house underwriting team, we have the knowledge and expertise to assist our carrier partners by issuing policies and completing high-volume insurance transactions on their behalf.
Anyone with a high volume of
insurance-related transactions
We have manual and automated processes in place to complete high-volume insurance transactions efficiently, allowing our partners to focus on other aspects of their business.
WORK WITH US
Looking to optimize your
insurance-related documentation?
Before we become an automated and operational workhorse for you, we are first an innovative, knowledgeable thought partner. Together we can create a unique, business-changing solution.
OUR PARTNERSHIP PROCESS:
DISCOVERY—We’ll learn about each other.
PROPOSAL—We’ll discuss solutions that best serve you.
CONTRACT—We’ll make it official.
SERVE—We’ll work together to ensure success.
