Unified TPA provides the following Business Process and Operations behind the scenes so you can focus on growing your business!
COMPLIANCE
- E-Signature Confirmation
- Brochure and Fulfillment review to match carrier requirements
- DOI Complaint Resolution
CARRIER MANAGEMENT
- Carrier interactions – inquiries
- Content Management
- Fulfillment and Brochure Compliance Reviews
- Coordination of Carrier Scripting, Training, Processes
MERCHANT BANKING
- Returned Items Processing
- ACH and Credit Card Chargebacks
- Payments and Remittance Processing
ACCOUNTING PROCESSES
- Vendor Payables and Reconciliation
- Commission Payment
- CC and ACH Payment Processing
- List Bill for Groups
AGENT ADMINISTRATION
- License Confirmation, Appointment Updates
- Manage Agent Commission Set-up, Hierarchy and changes
- Agent Back Office Training
- Agent Service Issues for Members
CUSTOMER SERVICE
- Warm transfers back to Agent for retention purpose
- Metrics (call volumes, complaints, agent exceptions)
- Single Point of Contact Customer Service
- Account Management
SYSTEM ADMINISTRATION
- Full Back-office Operations
- Product Builds with Vendor Costs, Content, Member Portal
- Product Changes after Build and Testing
- Email Templates and Scheduling