INSURANCE OUTSOURCING

Aylin Castañeda 

Operations Manager

Aylin started with Ventas Outsourcing Partners in 2021 and quickly adapted to her new role as a virtual insurance assistant.  She started as a telemarketer for a trucking insurance agency then proceeded take on more account management duties that did not require a license to perform.  After two years, she was promoted to Operations Manager overseeing our Zacatecas and Aguascalientes offices. Her leadership and time management skills have allowed her to flourish and currently works closely with a large commercial insurance agency based out of Texas.  

Martina Mikulic

Protostar Program Director

Ventas Outsourcing Partners has a working relationship with local Universities whose degrees range from Foreign Language, Law, Engineering, to Marketing, etc. We put together a 3-week insurance training course that university students participate in as part of their internship requirements. We then seek out USA/Canada-based agencies interested in a free work trial with individuals graduating from our insurance program. Martina is responsible for maintaining university relationships, training and teaching students or graduates, and assessing final exams. Our ProtoStar Program is relatively new but we expect it grow rapidly as we consider it a win/win for both agency partners and university graduates/students. Insurance agencies receive a free trial while our graduates earn the opportunity to prove themselves and obtain a career afterwards.

Ventas Outsourcing

Outsourcing Services

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Certificate Processing:

  • Issuing certificates of
    insurance.
  • Reviewing contracts for insurance requirments.
  • Creating master certificates.
  • Collecting certificates and reviewing for compliance.
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Policy Management:

  • Policy Checking.
  • Endorsement.
  • Processing.
  • Manual Policy Entry.
  • Cancellation and
    reinstatement processing.
  • Carrier downloads.

Claims:

  • First notice of loss entry
  • Claims document
    management
  • Claims set up, verification
    and validation
  • Claims adjudication services
  • Subrogation
  • Maturities processing
  • Early retirement/ Withdrawls/
  • Reconciliations

Sales Support:

  • Preparing quotes on carrier websites or comparative raters.
  • Entering data in.
  • Acord forms.
  • Surplus lines renewal quote requests.
  • Generating proposals
  • Lead Generation
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Underwriting Support:

  • Ordering loss runs.
  • Ordering MVRs.
  • Following up on loss control recommendations.

Premiums and Commissions:

  • Direct bill reconciliations.
  • Invoicing.
  • Commissions data entry.