ü  Data entry

ü  Process and manage:

o    Premium payments, including short payments and NSF checks

o    Bank deposits

o    Endorsements: both AP and RP and cancellations endorsements

o    Agency earned and lost commission

o    Premium remittance to insurance carriers and/or general managing agents

o    Return premium credit and refunds

ü  Process, monitor and control

o    Producer commission

o    Direct bill commission

o    Personal (non-fiduciary funds) funds

ü  Continuous source document management support to agency personnel

ü  Continuous assistance to agency managers on the use of production and financial solvency reports