Insurance Back Office Services Specialists
Choose Only the Services You Need
Our service is customized based on our workflow analysis of your agency. We review your daily workflow to determine how its day-to-day operation functions.
Add On-Demand Staff At Half the Cost
Add staff with no added cost for employee benefits, workers compensation requirements, or paid vacations - at about half the cost of hiring one person. Scale services up or down based on your agency's needs.
Licensed Experienced Industry Professionals
Our licensed staff is experienced in personal and commercial lines. Having our capable, skilled, and trained staff available to your agency at a much lower cost will improve your efficiency and customer service.
Our Customized Approach
Start With A Free Workflow Analysis
Our service is customized based on our workflow analysis
of your agency. We review your daily workflow to determine how its day-to-day operation functions.
We Adapt to Your System
Our custom approach is based on each agency's specific needs. We work with your communications, AMS, or other systems - you don't have to adapt to ours.
To learn More
To learn how our BPO insurance support services can benefit your agency, call 888-906-2624 ext.101 or Contact Us
Insurance Back Office Services Overview
Data & File Maintenance
Document and application management. We perform daily policy and documents downloads you're your agency's AMS. We create cancellation forms (LPRs) to cancel policies for insured and forward signed/dated LPRs to carriers to process cancellations.
Proof of Insurance
Certificates, ID cards, verification. We forward policy-related documents to the insured, and disseminate appropriate ACORD Documents to the agency, insured, vendors, or to the insurance companies.
Billing & Invoicing
Renewals, Applications, Endorsements, create and disseminate ACORD Documents. We handle Insurance Client File management in your agency's AMS System (Policies, Endorsements, Applications, Invoices, etc.)
Claim Process Assistance
Reporting and Follow-up Quoting - Researching, Completing & Processing. We provide Claim Process Assistance to your clients and agency - information collection, dissemination to insurance company, follow ups, etc.
Industry Research and Risk Analysis to Create Marketing Documents. We research specified industries and prepare presentations for agents to identify risks and solutions for end clients in those industries.
How Can We Help You Grow Your Agency?
A shrinking available work force in the insurance industry due to retiring boomers and shortage of young workers with necessary skill sets.
Insurance agencies are becoming more automated and digital. Clients' expectations are increasing. Producers and domestic CSRs are becoming overburdened with more responsibilities.
When remote resources are available to take on the bulk of daily mundane operational workflows, front-end customer-facing personnel can dedicate more time to nurturing client relationships, leading to growth and increased client retention. With the availability of capable, skilled, and trained remote resources at a lower cost, your agency can achieve greater efficiency and enhance customer service.
Reinventing Business Process Outsourcing with Intelligent Operations
Our fully trained and dedicated staff save 35 to 50% compared to the cost of a hiring an employee. We maintain your virtual staff without involvement from the agency.
Add staff with 100% savings on providing employee benefits, workers compensation requirements, or paid vacations - at about half the cost of hiring one person.