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
Census Transfers
New Business Quotes
Processing Proposals
COBRA Enrollments
Data Entry and Claims Administration
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


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