Operations

Our Operations Department is formed by independent multitask operational teams, individually assigned to a specific group of regional markets. Tasks performed by each team include : New Business Processing, Premium Collection and Policy Servicing.

The regional segmentation of operational teams provides a customized service to a limited group of financial advisers, contemplating regional regulations, local language and other market requirements.

Operational teams send both queries and transaction orders in bulk files to the different carriers or strategic partners. This process is inverted to receive queries or transaction details from carriers and forwarded to the financial advisers network. All information related to these processes is available in real time to carriers and financial advisers networks through our TotalProvider platform