Policy e-Engagement Services

Policy e-Engagement Services

Bridgewater has a wide range of experience and expertise in the e-initiatives space, from e-submission Case Management all the way through to Policy e-Delivery. We're acquainted with the differences between traditional and drop ticket submissions and understand the nuanced ways these differences affect the life of an application. We can help you engage with the right areas of distribution at the right time and in the right way. This saving you time, enhancing your customer's experiences, and empowering your team to focus on what is most important to your agency.

In the current environment, you have the unique opportunity to grow your business by adopting eDelivery.

Policy eDelivery is not new to the insurance space, but many carriers and agencies have felt that more traditional policy delivery is best for the organization and customer base. Transitioning into the world of eDelivery can be a complicated process because most carriers have chosen to develop their own proprietary platforms. While some share certain similarities, there are still many different rules that vary from carrier to carrier.

However, Bridgewater has been in the trenches, assisting agency customers with Policy eDelivery, for years. We are familiar with the different platforms and keep up to speed with the many changes that are constantly coming into play. We know how to navigate the space and would love to support your team in this tricky environment. By partnering with us, you have the opportunity to leverage our expertise and grow your business.

  • Interim Management
  • Process Analysis and Improvement
  • System Automation and Development
  • Contestable Claims Review
  • Quick Quotes
  • Audits

Our affordable hourly rates and flexible contracts help you achieve your goals while minimizing recruiting and training costs.

Familiarity with Latest Tools and Methods

Bridgewater's case workers are qualified, highly trained professionals familiar with carrier and vendor portals and cognizant with the use of common industry applications and tools, including:

Familiarity with Insurance Carrier's eDelivery Procedures

  • American General
  • Lincoln National
  • SBLI
  • Pacific Life
  • Principal
  • Prudential
  • Legal & General

Other Key Services

  • Commission Management Services

  • Medical Records Summarization

  • Medical Records Retrieval

  • Licensing and Contracting

  • Insurance Illustration Support

  • Policy Owner Services

  • Inforce Policy Services