Enhanced Account Manager Outsourcing
Licensed, Experts On Demand
Enhanced Insurance Specialist Services
Deliver a standout client experience with high-impact services that impress and protect. From personalized video reviews and in-depth coverage analysis, to direct client outreach and desk audits, our team supports your agency in strengthening relationships, retaining business, and ensuring clients are properly covered—especially when your staff is stretched thin.
Video Account Review, Renewal, or Proposal
Elevates and personalizes the client experience with face-to-face interaction.
Reduces the likelihood of misunderstanding between the insured and the agency.
We create a video presentation guiding the insured through the policy, highlighting the most important aspects and limits of the policy.
This also creates an opportunity to present additional coverages.
This service is specific & catered to each insured!
Needs and Coverage Analysis
Enhances protection from E&O claims while improving service to clients.
We endeavor to thoroughly understand client coverage needs and research to ensure current or proposed policies adequately meet those needs.
We will:
- Research available client data
- Review existing policy exclusions & verbiage
- Provide recommendations on policy changes or additions to meet client needs
Interacting with Clients
Expands the power of your team with US-based, expert, licensed insurance professionals.
We’ll interact directly with clients and potential clients to:
- Address service needs
- Manage Renewal conversations or Account Reviews
- Obtain or retain business
- Bind coverage
Customer Service Rep Desk Audit
Prioritize the client experience while protecting the agency from E&O exposure when an agency service staff departs or goes on leave.
We’ll execute a multi-point checklist that reviews the entire desk of the employee.
This service proactively identifies E&O exposures and makes recommendations for service improvement.
Get Started
No Overhead - No Minimums
Our U.S.-based team of Insurance Specialists are extremely proficient in the software you use. Licensed and armed with real agency experience, they know what it takes to get the job done right the first time. Traditional agency office structure doesn’t work for all agencies. Using our Insurance Specialist Services means you only pay for what you need. There’s no overhead, no minimums, no set-up costs, no interviews, no personnel files, no paid breaks… just quality work when you need it, from a firm you trust. You’ll be assigned a dedicated Insurance Specialist ready to provide you with weekly reports documenting work completed and ensure your complete satisfaction!
Let Us Help With Your Renewals
Time and staffing constraints often prevent agencies from conducting thorough renewal reviews and important document conversations with insureds. Our insurance specialists can help you implement video renewal reviews, allowing your agency to deliver critical information quickly and efficiently—without adding to your team’s workload. This streamlined approach enhances client communication, improves retention, and ensures insureds stay informed, all while saving your agency valuable time.
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.
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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Vertafore
AMS360
AgencyZoom
ClientCircle
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.