Services & Pricing
Our Process
We have partnered with SPEED Training to make all of our templates. Our team members will have access to professional templates branded and made specifically for your office that are always up to date with the latest information.
We make three attempts on any task we work. Attempt 1 & 2 are a text and an email. Attempt 3 is a text an email and a phone call.
If it is an item that we work and we get the information back from the customer we will complete the change. *Exceptions apply
Shared Folders
Auto Underwriting, Fire Underwriting & Billing Shared Folders
BOD/Service Tasks and Cases
Late Pays
Credit Card Expiration
Return Payment
Return Mail
DSS
Forms
Policies Issued and Mailed
Premium Decreases
Premium Increases
*This list is not all encompassing of what might come into ECRM.
Take inbound customer calls
Call out or chat with underwriting, service, claims or billing
Quotes
Applications
Homeowners ERC’s
Mortgagee and lienholder changes
Address changes
Certificates of Insurance
Fix other team members applications
What We Do
What We Don't Do
Pricing
Fee to ATP
$750 non-refundable set up fee
$185 per month for a 6 month commitment
$225 per month for month to month
Fee to the Team Member
0000-1000= $1000 per month
1001-1500= $1150 per month
1501-2000= $1300 per month
2001-2500= $1450 per month
2501-3000= $1600 per month
3001-3500= $1750 per month
3501-4000= $1900 per month
4001 and over= negotiated
*There is a $250 charge to Michigan agents per month if you want help with PIP renewal forms.
*MOA’s and TASP’s are one sign on fee and one monthly fee to ATP. The fee to the team member will be based on total combined households.
*If the team member isn’t licensed in your state, you will be responsible for paying for the licensing fee.
Also, more than likely you will have to get an unemployment tax ID in the state the team member is located in if they are not in your state.