TSP acts on your behalf to manage the whole process, including scrubbing, quoting, auditing, custom relations, and process management and reporting.
Identifies what accounts are coming up for renewal and generates the backup documents used to prepare the quote.
Prepares the initial quote as well as any requested revisions received.
Reviews all materials and performs a quality audit to determine if there are corrections that need to be made before the quote is passed on to the client.
Makes initial contact with the client sales representative and collects necessary information about the client.
Fields any major issues throughout the process that might require escalation including, but not limited to pulling, analyzing and reporting metrics about the process.