Discovery & fit
Define change types, volumes, SLAs, QA metrics
Services
Policy Administration & Client Services
We manage end-to-end policy updates, renewals, cancellations, client onboarding, and system entries—ensuring a smooth experience for both your clients and your internal team.
What we help you do
- Process policy changes, endorsements, renewals, and cancellations per SOP
- Handle client onboarding and maintain accurate client and pet records
- Manage system entries and verify data and documents
- Send templated communications; schedule follow-ups and reminders
- Liaise with internal teams to resolve exceptions and data mismatches
Capabilities / Scope
Real-time system updates in your policy/admin systems with named accounts
Back-office consistency through standardized processes and controls
Seamless member lifecycle support from onboarding through policy changes
Follow your controls and audit requirements; maintain change logs
No pricing or underwriting decisions; we execute your defined steps
Ideal for
Pet insurers and wellness plan providers seeking operational consistency.
How it works (3 steps)
Pilot
Limited transaction types; daily QA and sign-off
Scale
Add transaction families; implement dashboards and regular reviews
Tools & Integration
Your policy/admin systems and communications stack; no vendor names in public copy.
Quality & Controls
- SOPs with checklists and dual-control where needed
- Access reviews and audit trails for all updates
- Weekly reporting on timeliness, rework, and accuracy
Documented procedures and access controls suitable for audit review.
Frequently Asked Questions
Yes—per your SOPs and approval thresholds.