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!
All aspects of client servicing from Certificates of Insurance, Evidence of Property, Auto ID Cards, Binders, Policy Entry in to management system, Policy Checking & Processing, Endorsement Checking & Processing, Claim Filing & Updating, Suspense Follow Up, Notice of Cancellation Processing, Ordering Loss Runs, Download Reports and Download Assign, Download Processing, to Processing Incoming Mail.
Our 8-hour training program instills confidence in employees and management that training is conducted according to procedures, industry best practices, and minimizes the strain on existing staff thus maximizing the investment in new employees!
Tools that provide insight into how well employees are leveraging the software to achieve maximum efficiency and accuracy. Results will bring light to where you are today so that you can focus on what will make the biggest impact on your success in the future.