Virtual Assistance for Insurance Agencies

Our Services

Insurance

Xcontable delivers precise accounting, finance, and taxation services for sustained financial success worldwide.

Applications:

1. Preparation of ACORD forms 2. Enter Account Details into the Management System
3. Manage Quoting Processes

Quoting:

1. Provide quotes via direct carriers through portals or comparative raters,
2. Submit accounts to agencies for quotes.
3.Send proposals to insureds.

Binding:

1. Assemble binding documents,
2. Bind quotes with direct carriers,
3. Submit bind requests to Agencies.

Policy Issuance:

1. Issue policies to insureds,
2. File policy information, and manage COIs (Certificates of Insurance).

Servicing:

1. Handle audits, endorsements,
2. Cancellations, Reinstatements, Invoices, and payments.

Additional Support:

1. Commission reconciliations, renewal monitoring, inbound/outbound calls, customer service, and outbound sales calls.
2. Schedule appointments for producers and process evidence of insurance.

Our Process

Simplify the Process for Your Tailored Solutions.

Navigate effortlessly through our streamlined process to unlock tailored solutions seamlessly

01. Schedule Your Appointment

Book an appointment effortlessly to kickstart your financial transformation journey

02.

Expert Consultation

Meet our professionals for personalized insights and tailored financial solutions to address specific challenges.

03.

Experience Problem Solving

Witness effective solutions as we address and resolve your financial challenges

Testimonials

Xcontable's personalized financial solutions have truly transformed our business. Their attention to detail and expert guidance have made them an invaluable partner in our journey to financial success.

Manwinder

Working with Xcontable has been a game-changer for our company. Their global expertise and local insight have streamlined our financial processes, making them an indispensable asset to our growth.

Siddhart

Xcontable exceeded our expectations with their professionalism and commitment to excellence. Their team's expertise in accounting and taxation has significantly contributed to our financial stability and success. We highly recommend their services.

Mr Kalra

Xcontable made our accounting process seamless and stress-free. Their expertise in tax planning saved us both time and money.

Karl

The team at Xcontable exceeded our expectations with their personalized financial solutions. Highly reliable and professional!

John

Elevating Finances, Empowering Success

US Office

Quick Links

India Office

Work Hours

Schedule your consultation effortlessly and take the first step towards transformative solutions by booking an appointment with us.

Accounting