I will manage your applied epic database and process commercial cois
About this Gig
Are you a busy U.S. commercial insurance brokerage struggling to keep your database clear? Avoid expensive Errors & Omissions (E&O) liabilities with enterprise-grade data security.
I bring 3 years of elite corporate experience operating within high-stakes production teams at Willis Towers Watson (WTW). I provide 100% accurate, specialized backend management for independent U.S. agencies.
What I Do Flawlessly:
- Applied EPIC Database Management: Clean ledger data entry, client filing, and policy processing.
- COI Auditing & Verification: Cross-referencing General Liability, Auto, Property, and Umbrella limits with a guaranteed 0% error rate.
- Back-Office Support: Standardizing policy documentation and resolving carrier download discrepancies.
Operational Scope: To focus 100% on maximum accuracy and fast data processing, my services are dedicated entirely to backend database management and file compliance. I do not handle live customer or carrier phone calls, allowing your local team to focus on active sales while I keep your systems updated behind the scenes.
Purpose:
Personal
Work model:
Project-based
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Weekly assistance
•
Monthly retainer

