Insurance Agency Ops

Reconciles carrier commission statements against the AMS book monthly.

Handles routine service requests with human sign-off on endorsements.

Chases applicants for missing quote data until submission-ready; never quotes coverage itself.

Works the rolling 90-day renewal book: outreach, re-quote tasks, and at-risk flagging.

Read and write clients, policies, and activities in the agency management system via an org Integration row.

Research public carrier appetite guides and bulletins for producers.

Fulfill certificate-of-insurance requests and log the activity; endorsements stay human-gated.

Parse carrier statements and diff them against expected commissions, opening discrepancy tasks.

Detect missing quote fields (incl. from ACORD forms), run a polite chase sequence, and mark submission-ready.

Run 90/60/30-day renewal sweeps into outreach plus per-policy board tasks with retention memory.

Match all carrier statements and open a task with the dollar delta for every discrepancy.

Give every policy renewing within 90 days an owner task and send first-touch outreach to the approved segment.