How Difficult Is the Transition From a Current Management System to the TA Service?
Posted on19 Jan 2016
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TA Service is implemented with new business and renewals. There will be no disruption to the agency’s ongoing business. TA Service will... Read More
What Does An Agency Need to Do to Retain the TA Service?
Posted on19 Jan 2016
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To retain TA Service an Agency needs: (1) Internet connection, (2) standard hardware requirements, (3) designate an agency point of contact to... Read More
How Is TA Service Provided?
Posted on19 Jan 2016
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TA Service is provided online from the Paulmar remote office location. TA Service software application is downloaded and installed on the agency... Read More
Do Agency Personnel Require Training?
Posted on19 Jan 2016
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Agency CSRs will be trained to manage several source documents such as: policy transactions, endorsements and audits. Accounting personnel will be trained... Read More
What Is the TA Service Scope of Work?
Posted on19 Jan 2016
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TA Service will manage (1) transacted premiums and endorsements until they are received and deposited in the trust bank account, (2) agency... Read More