Account Manager Outsourcing
Licensed, Experts On Demand
Account Management Services
Expert Account Management Services
Expand your agency’s capacity with a seamless extension of your team. Our experienced professionals handle both front- and back-office functions with precision, freeing your staff to focus on what matters most—building relationships and driving revenue.
Whether you need us to manage house accounts or operate alongside your personal or commercial lines team, we deliver accurate, efficient, and dependable support that enhances productivity and keeps your customers happy.
From processing and client communications to renewals and retention strategies, our account management experts ensure every client touchpoint reflects the same care and professionalism as your own team.
- Prepare and Manage Expiration Reports
- Submission preparation, quoting, and proposals
- Review and research items on the expired policies lists
- Research and advise overdue suspense items
- Assist with initial load setup of customer/policies
- Review and analyze the unbilled policy list
- Attach/activity electronic backlog
Back-End Support
- Check download reports and resolve any warnings/errors
- Check the accuracy of new, renewal, and rewrite policies
- Retrieve and process policy documents from insurance company websites
- Verify endorsements/audits received from the insurance companies
- Process scanned or emailed files
- Prepare Certificates of Insurance and Evidence of Property Insurance
- Process daily download assignment
Front-End Account Management
- Prepare and Manage Expiration Reports
- Submission preparation, quoting, and proposals
- Review and research items on the expired policies lists
- Research and advise overdue suspense items
- Assist with initial load setup of customer/policies
- Review and analyze the unbilled policy list
- Attach/activity electronic backlog
- Process customer change requests Verify of accuracy of endorsement
- Process cancellations, cancellation confirmations, and reinstatements
- Claims data input Process
Renewal Preparation
- Prepare and Manage Expiration Reports
- Submission preparation, quoting, and proposals
- Review and research items on the expired policies lists
- Research and advise overdue suspense items
- Assist with initial load setup of customer/policies
- Review and analyze the unbilled policy list
- Attach/activity electronic backlog
Reliable Back-End Support
House Account Cross-Sales
Commercial Lines Expertise
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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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AMS360
AgencyZoom
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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.