CSR Back Office Support Outsourcing
Insurance Agency
Back Office Support
Free up your team to focus on what matters most, client relationships and revenue-generating activities, by letting us handle the time-consuming, back-end processing work. Our experienced professionals provide accurate, efficient, and dependable support to keep your operations running smoothly and your data clean.
- Prepare Certificates of Insurance and Evidence of Property Insurance
- Check the accuracy of new, renewal, and rewrite policies
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Process customer change requests
Verify of accuracy of endorsement
Process cancellations, cancellation confirmations, and reinstatements - Verify endorsements/audits received from the insurance companies
- Retrieve and process policy documents from insurance company websites
- Process scanned or emailed files including activities, attachments, and suspense
- Claims data input
- Process mail in AMS360 including activities, attachments, and suspense
- Check download reports and resolve any warnings/errors
- Process daily download assignment
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Let Our Experts Train Your CSRs
Our training programs are designed to instill confidence in both employees and management by ensuring all training aligns with your agency’s procedures and industry best practices. Our 8-hour program equips new hires with essential skills while minimizing the strain on existing staff, maximizing your investment in your team. For those seeking a deeper level of expertise, we also offer an advanced 20-hour CSR training program to further enhance knowledge and performance, empowering your employees to excel in their roles and contribute to your agency’s success.
Need Enhanced Insurance Specialist Services?
Elevate your agency’s customer experience by letting us handle specialized, high-impact services designed to impress your clients and protect your business. From personalized video account reviews that simplify policy details and highlight coverage options, to in-depth needs and coverage analyses that ensure your clients are properly protected, we’re here to enhance your service offering. Our experienced team can even step in to connect directly with insureds, securing or retaining business when your producers are stretched thin. Whether it’s executing a thorough desk audit during staff transitions or delivering personalized client interactions, our services are tailored to help your agency prioritize exceptional client care.
What Do You Do When a CSR Quits or Retires?
When a CSR leaves your agency, it’s essential to maintain continuity and protect your agency from potential E&O exposure. That’s where our Desk Audit services come in. We execute a comprehensive multi-point checklist to review the entire desk of the departing employee, ensuring no details are overlooked. Our thorough process identifies E&O exposures, uncovers opportunities for service improvement, and safeguards the client experience during transitions. Let us help you prioritize your clients and keep your agency running smoothly, even during times of change.
Customer Care Report Card: Is Your Team Taking Care of Clients?
Our Customer Care Report Card provides a clear, data-driven evaluation of how effectively your team is taking care of clients. Gain insights into current performance, identify areas for improvement, and uncover opportunities. This service helps you understand where your agency stands today so you can make impactful changes that drive future success.
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Has Your Insurance Agency Mastered the Foundational Elements for Success?
We’ve noticed that our most successful clients all excel on the same Foundational Elements. Our goal is to share these elements with agencies and help them prioritize their time and initiatives around these pillars to achieve success that will last for years to come.