At White Cloud Insurance, we pride on our staff members.

The Customer Satisfaction approach that we have for our daily operation and interaction with all our current and potential clients is the based of a system that conforms a cohesive and integrative team.

Our departmental internal structure allows us to assist our clients in a more effective and efficient manner while enhancing our relationship with other stakeholders like the insurance carriers, and finance companies for only mentioning a few.

In general, our team is organized as follows:

Management

Management is the department responsible for the successful coordination and assignation of roles and tasks to other department as well as for planning, organizing, leading and controlling every action in the organization to make sure that the company can reach the goals, and objective in a timely manner. The main focus of this department is the Integration of the functional parts of the system.

Customer Service Department

The Customer Service Department is the one responsible for assisting the client during the policy term. Any change, modification/endorsement requests received while the policy is in-force, will be handled by a customer service specialist(s). This is the contact that clients will have with the agency and the transition between the inception to the renewal. The main focus of this department is Clients’ Satisfaction.

Sales/New Business

Sales/New Business department is composed by the producing agents in charge of capturing, processing and binding the new business for the agency. This department will be the first contact and experience that clients (“public”) and other “Stakeholder” (including but not limited to: realtors, mortgage broker, loan originators, bank representative, other sources of referrals) will have with the agency. Their scope of operations includes among other functions, prospecting and providing quotes to the above-mentioned parties as they are being requested; they might also be involved in data entry as they create client’s profiles. The main focus of this department is Production.

Renewal Department

The Renewal Department is the responsible party of making the client stay for at least one additional policy term and optimally until there is a need on the client for that specific line of insurance. The renewal specialist is responsible for data verification and optimization, as they are supposed to ask for, and process all the changes that happened during the policy term that neither were processed nor reported to the agency or the company during the policy term. Finding alternative coverage options, and making sure that the best quotes in the market are made available to the client falls within the scope of this department. The main focus of this department is Retention.

Franchising Department

The Franchising Department is the one in charge of assisting the potential Franchisees in setting up and running the White Cloud Insurance Franchise Agency effectively and efficiently. Making sure that all Franchisees are properly trained, and that have the Support from the Franchisor is he main focus for this department. They will assist the clients during all the steps and thereafter to make sure that each new Franchise added abides by the terms and conditions of the Franchise contract. This includes but is not limited to Accounting, MK and Advertising Support, Training, Management, etc.