Running an insurance agency is no picnic, right? The tasks never stop piling up, and let’s be honest – some days it feels like your staff is drowning in paperwork. But what if we can offer you a life saver? A full team of experts laser-focused on tackling those grueling back-office duties. We’re talking about crunching data, processing and checking documentation – all the mission-critical yet sleep-inducing work that eats up your day. And we don’t just get it done, we optimize it. Boost efficiency, improve quality, reduce costs. How? By relentlessly analyzing workflows and innovating solutions tailored to your agency’s needs.
So, while we immerse ourselves in the details, your team is freed up to do what they do best – serve your customers with love and care. Empower them to focus on growth. Unlock their potential and watch your agency thrive. Let us lift the burden so you can get back to your purpose.
Back-Office Operations
Policy Administration:
o Quote/Renewal Application entry and processing
o Remarketing for new business and renewals
o Policy checking
o Endorsement checking and handling
o Premium calculations
o Renewal notices and follow-ups
o Policy document issuance
o Issuing certificates & ID card
Claims Processing:
o Claim documentation collection and verification
o Coordination with adjusters
o Claim payment processing
Billing & Collections:
o Generating and sending invoices
o Payment reminders
o Direct Bill reconciliation of received payments
Underwriting Support:
o Data collection and risk assessment
o Premium and coverage recommendation
o Policy term and condition setup
Customer Support:
Policyholder Services:
o FAQ handling
o Status inquiries (claim, policy)
o Processing policy changes & cancellations
Tech Support:
o Troubleshooting online platform issues
o Assisting in app installations and updates
o Guiding on digital claim submissions
Employee Benefits:
o Adds/Deletes/Changes
o Enrollments
o Census Transfers
o New Business Quotes
o Processing Proposals
o COBRA Enrollments
o Data Entry and Claims Administration
o Direct Bill Statements Processing
Data Management and Analysis
Data Entry:
o New applications
o Preparing proposals & Acord applications
o Claim forms
o Endorsement changes
Data Cleansing:
o Duplicate removal
o Data validation and correction
Reporting & Analytics:
o Monthly sales reports
o Claim trends and insights
o Customer retention analytics
IT & Technology Services
IT Infrastructure Management:
o Server maintenance
o Database backup and restore
o Network monitoring
Cybersecurity:
o Threat detection
o Firewall and antivirus setup
o Regular security audits
Software Development:
o Custom CRM development
o Mobile app creation
o Integrations and API development
Document Management
Document Storage & Retrieval:
o Cloud storage solutions
o Document indexing
o Secure access controls
Workflow Automation:
o Process mapping
o Automated task assignments
o Real-time workflow tracking
Marketing and Sales Support
Lead Generation:
o Data mining
o Market research
Digital Marketing:
o Social media campaign management
o Content writing and SEO
o Email marketing campaigns