Third-Party Administrator (TPA)

Our comprehensive Third-Party Administrator (TPA) services cater to a diverse range of clients, from industry-leading providers to startups looking to seize timely market opportunities. Our global delivery model is highly adaptable, featuring offshore, nearshore, and onshore service centers designed to meet your operational requirements seamlessly.

Distinctive features of our TPA:

  • AI-first operations
  • Robust and scalable business process management (BPM) service model that not only meets but exceeds industry benchmarks for policy servicing, thereby elevating the customer experience.
  • High-performance team dedicated to excellence
  • Service delivery fueled by innovation
  • Rapid scaling capabilities
  • A global presence with 35 advanced delivery centers, ensuring cost-effective services and access to a vast talent pool
  • A digital platform that supports all products, enabling low-touch and zero-touch straight-through processing
  • State-of-the-art call center technology that delivers a futuristic customer experience and a performance-driven delivery model

We provide TPA services for the following areas: 

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Key Solutions

AI business operations

AI business operations
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Life and annuity

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Nonqualified retirement services

Nonqualified retirement services
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Producer management and compensation

Onboarding
Agent Profile Additions
Regulatory Compliance Tracking
  • Insurance License
  • State Appointments
  • County Appointments
  • Continuing Education
  • Securities Registration
Certifications
  • AML
  • E&O
Maintenance of Agent Profiles
NIPR/PDB Synchronization
Background Investigation
Producer Management Work Items
Agent License Renewal Processing
Hierarchy Updates
Agent New Business Validation
Deceased Agent/Dissolved Agency Processing
Commission and Disbursement Reconciliation financial services

Commission Cycle Processing
Commission Processing Schedule
  • Disbursements
  • Statements
Commission Manual Adjustments
Off-Cycle Processing
Alternate Payees
Agent Debt Collection
Garnishment/Levy Processing
Commission Disbursement Escheatment Processing
Commission and Disbursement Reconciliation financial services

Mailroom
Workflow
Scan and Index
Quality

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Employer sponsorship

Employer sponsorship

Request for services

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