If you’re running an insurance agency, you know how crucial it is to have an excellent Customer Service Representative (CSR) on your team. They are the face of your agency, interacting with clients, addressing their concerns, and ensuring that your customers have a seamless experience. However, finding the right CSR can be a challenging task. The hiring process can be time-consuming and expensive, and even then, there’s no guarantee that you’ll find the perfect fit for your agency.  Maybe you have a great CSR, but they are overwhelmed?

That’s where we come in.  At Angela Adams Consulting, we understand the struggles that insurance agencies face. That’s why we offer a solution that can save you time, money, and headaches: outsourcing your CSR needs to us.  We are a US-based team, licensed, and armed with real insurance agency experience, making us uniquely qualified to help you overcome these challenges.

Why Choose Outsourcing?

Outsourcing your CSR needs can be a game-changer for your insurance agency. Here are some compelling reasons to consider this option:

1. Expertise in the Insurance Industry

We specialize in providing top-notch CSR services tailored to the insurance industry. Our team consists of experienced professionals who are well-versed in insurance ready to handle your servicing tasks.

2. Cost-Effective Solution

Hiring an in-house CSR comes with various expenses, including salary, benefits, training, and office space. When you outsource your CSR needs to us, you eliminate these overhead costs. Our services are cost-effective, allowing you to allocate your budget more efficiently.

3. Scalability

Whether you need one CSR or a team of them, we can adapt to your agency’s needs. We provide flexible solutions that allow you to scale up or down as your business evolves. This flexibility ensures that you always have the right level of support.

4. Focus on Core Activities

By outsourcing your CSR functions, you can free up your time and resources to concentrate on what you do best – growing your insurance agency and serving your clients. Leave the service responsibilities to us, and watch your business thrive.

Our Comprehensive CSR Services

At Angela Adams Consulting, we offer a wide range of CSR services to meet your agency’s specific needs. Here are some of the services we provide:

• • Processing: We handle all aspects of client servicing, including Certificates of Insurance, Evidence of Property, Auto ID Cards, Binders, Policy Entry into the management system, Policy Checking & Processing, Endorsement Checking & Processing, Claim Filing & Updating, Suspense Follow-Up, Notice of Cancellation Processing, Ordering Loss Runs, Download Reports, Download Assign, Download Processing, and Processing Incoming Mail.
  • Account Management Services: In addition to processing services, we offer Rating & Quoting, Submissions, Proposals, Endorsement Ordering, Audits, Renewal & Expiration Lists, Master Certificate/ EPI Creation, Billing & Invoicing, and Researching Past Due Suspenses.
  • Special Projects: We can assist your agency with special projects such as Cleanup and Backlog, Disaster Recovery Claims Handling, and Data Entry during management system conversions.
  • Short Term Assignments: If your agency is short-staffed, let us provide support when you need it the most.
  • 8 Hour New Hire Training: Our 8-hour training program instills confidence in employees and management that training is conducted according to procedures and industry best practices, minimizing the strain on existing staff and maximizing the investment in new employees.
  • Staff Assessments: Our tools provide insight into how well employees are leveraging the software to achieve maximum efficiency and accuracy. The results will help you focus on what will make the biggest impact on your success in the future.

  Partner with Angela Adams Consulting Today!

  Outsourcing your CSR needs to Angela Adams Consulting is a strategic move that can enhance your insurance agency’s customer service capabilities. With our industry expertise, cost-effective solutions, and a comprehensive range of services, you can focus on growing your business while we handle the customer service responsibilities with care.

  Ready to elevate your insurance agency’s performance? Contact us today to learn more about our CSR outsourcing services. Visit our website for a detailed overview of the services we offer: Insurance Specialist Services.

  Don’t let the challenges of hiring and training a CSR hold your agency back. Partner with us and experience the benefits of expert customer service that will delight your clients and drive your business forward.