Expert Outsourcing
Insurance Agency Outsourcing
Licensed, Experienced Customer Service
Servicing and
Processing
Our comprehensive client servicing and processing support covers every aspect of your agency’s needs. This includes managing Certificates of Insurance, Evidence of Property, Auto ID Cards, and Binders. We handle policy entry into your management system, policy checking and processing, endorsement checking and processing, claim filing and updating, and suspense follow-ups. Additionally, we manage notice of cancellation processing, ordering and reviewing loss runs, processing reports and assignments, download processing, and handling incoming mail.
Account Management
Services
Our Account Management Services provide comprehensive support for your agency’s operations. In addition to processing services, we offer expertise in Rating & Quoting, Submissions, Proposal preparation, Endorsement Ordering, Audits, and managing Renewal & Expiration Lists. We also handle Master Certificate/Evidence of Property Insurance creation, Billing & Invoicing, and Researching Past Due Suspenses. Whether you need help with individual tasks or ongoing account management, our team is here to ensure your agency runs smoothly and efficiently.
Enhanced Account Management Services
Our Enhanced Account Manager services are performed by our most highly skilled Insurance Specialists. Enhance your agency’s customer experience with specialized, high-impact services that impress clients and safeguard your business. From personalized video account reviews and in-depth coverage analyses to direct client outreach and desk audits during staff transitions, our experienced team is here to support exceptional service and help retain valuable accounts—especially when your producers are stretched thin.
Specialized Project Support
When your agency faces unique challenges, our specialized project support is here to provide the expertise and relief you need. Whether you’re dealing with a significant Cleanup and Backlog, managing Disaster Recovery Claims Handling, or requiring assistance with Data Entry during a management system conversion, we’re ready to step in. Our team understands the urgency and precision these tasks demand. We work diligently to streamline processes, reduce stress, and keep your operations running smoothly.
CSR Desk Coverage When You Need It
Is your agency short-staffed or facing temporary gaps in coverage? We’re here to step in when you need it most. Whether your CSRs are feeling burned out, taking well-deserved vacations, enjoying holiday time off, or when someone unexpectedly quits or retires, we can seamlessly cover their desk. Our experienced team ensures your clients continue to receive exceptional service, maintaining your agency’s efficiency and reputation. With our flexible support, you can rest assured that your agency will stay on track, no matter the circumstance.
Get the Service Your Clients Deserve
Get Started
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.