Content by Ebix, Inc.
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COI Tracking Challenges in Real Estate & Property Management
Managing the collection and validation of incoming certificates of insurance (COI’s) is a time consuming and costly burden for most organizations. This is particularly true for real estate / property management clients who must collect certificates of insurance from tenants, who must present... -
Industry's first DOL ready Annuity Maintenance Platform (AMP)
Annuity maintenance Platform (AMP) allows carriers to do in-force transactions – both Financial and Non-Financial. These include Withdrawals, Fund Transfers, Dollar Cost Averaging, Asset Re-balancing and changes in Name, Contact Details etc. With the recent DOL changes, AMP is continuing to grow...
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Client Success Stories- COI Tracking / Insurance Compliance
Some of the success stories which enabled a client to achieve higher compliance percentage and at the same time improved their process efficiency resulting in mitigation of claims in the best possible way. Contact us to find out how we can help you to achieve your RM goals- [email protected]
