• Tax Insourcing Overview

    With QBE FIRST, insourced tax servicing is easier than ever

    Servicers need just four things to make tax servicing a smooth operation: software, data, training /support, and people.

    Software

    FIRST Property Tax System is our proprietary tax servicing platform. With built-in interfaces to all major servicing systems, your servicing system is the system of record. This easy-to-use software is the only one of its kind and has a 10-year track record of maintaining over 99% accuracy on more than nine million tax lines built. Learn more about FIRST Property Tax System  

    Data

    QBE FIRST knows that to be of value to our customers, property tax data must be reliable, timely, accurate, and warranted. Servicers can be assured that the data in FIRST Property Tax System’s database meets your needs with extensive property and jurisdiction data from coast to coast. In those areas where automated data is not available, we will manually create tax lines for you.

    Insourcing training and support

    Insourcing with QBE FIRST means you’re never on your own. FIRST Property Tax System users have access to an extensive training program on how to use the system as well as all aspects of tax servicing. In addition, QBE FIRST's tax specialists provide you with ongoing support to ensure your success. We offer:

    • Implementation planning and project manager support to ensure a smooth conversion
    • Extensive on-site tax servicing training for your employees to learn all aspects of tax servicing using FIRST Property Tax System  
    • Phone support
    • Client support for your tax team
    • Follow-up training and ongoing operational meetings


    People

    The quality and comprehensiveness of QBE FIRST's approach to tax services enables you to maintain full control over the customer experience by using your own employees. The combination of FIRST Property Tax System's data, technology tools, and reporting means greater efficiency for each employee. In fact, FIRST Property Tax System users are able to process tens of thousands of loans each.