Insurance Specialist Services old

Insurance Specialist Services

It costs five times more to acquire a customer than to keep one. After all the money you’ve spent to promote and build your insurance agency, don’t waste your efforts and disappoint your customers with a bad experience. If you give them the immediate attention they deserve, they’ll repay you with repeat business and referrals.

However, agencies are seeing a serious shortage of qualified Account Managers across the board. Secondly, as Account Managers get more expensive, it is more cost effective for agencies to outsource some of the routine functions so that these valuable agency resources spend their time dealing with clients. This is why Angela Adams Consulting Services launched our Insurance Specialist Service to provide Account Management support to our Independent agency clients.

The types of services we offer include project based processing, selective daily processes including download processing, certificate generation, and on-site coordination and processing.

Our Insurance Specialist Services include:

  • Interim Insurance Specialist Services
  • Onsite and Remote Daily Processing
  • Renewal and Endorsement Processing
  • Organize Back Log
  • Forensic CSR Work
  • Crisis Response Team

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  • Certificates of Insurance Issuance & Delivery
  • Certificates & Evidences
  • New Business
  • Blanket & Special Endorsements
  • Renewal Notice Letters
  • Update Masters & Holders

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  • Report Creation & Submission
  • Imaging
  • Quoting Preparation
  • Proposal Preparation
  • Evaluating E & O Exposure
  • Download Management & Processing

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