What we can do for you.

Account handler support

 

If you are in need of extra hands on deck, our experienced account handlers can support you with all your administration requirements.

Our account handlers liaise with clients, insurers and networks and below is a flavour of some of the services they typically help with:

  • update Acturis with new quote and client information

  • request pre-renewal updates

  • prepare renewal invites

  • check and send policy documents

  • mid-term adjustments

  • assist with client communications and marketing initiatives

  • reporting

  • prepare and send invoices

  • chase debtors

  • data migration

We make sure everyone is kept in the loop and nothing gets left behind; making your life easier and ensuring the smooth running of your business, the way you like it done.

How it works.

We like to keep things simple, so we offer three ways of working with us. And if you’d like to mix some account handler support in with some claims and/or compliance support, no problem. We can create a bespoke package to give you what you need.

Services are based on a fixed hourly rate and this will be discussed with you up front before we start so you know exactly where you are.

 

01 - No ties trial

Come and try us out for 1 or 2 months to get a feel for how we work and the difference it could make to you.

Simply select the number of hours you would like across a month, if you would like some help figuring this out, we’re happy to help guide you. But as a handy hint we do find that a minimum of 10 hours a month is usually a good bet for a trial.

After the trial period we can move to a retained basis or if you decide this isn’t for you then you can simply walk away.

02 - Retainer pick ‘n’ mix service

This is our most popular service. On our retainer service we guarantee the support hours that you require each month in a format that works for you.

Our current clients vary between 20 and 65 hours per month, but we can discuss your requirements and agree a level of support in a format that is right for you.

We will always try to accommodate changes to hours that are needed to fit your business needs. All we ask for is 30 days’ notice should you wish to make a change or end the agreement.

03 - Ad Hoc

This caters for those times where you just need some extra hands-on deck for a specific time period.

Got a member of staff going on maternity/paternity leave? Someone on holiday or absent due to illness? Or are you embarking on a project?

Whatever it is we can help you get it over the line.

Let us know the hours you need and over what period and we can provide additional, temporary resource to help keep things moving.