We will help you control capital cost by increasing efficiency, reduce labor costs, start new projects quickly, focus on core areas, save on infrastructure and technology, all by utilizing our experienced staff, industry experts and skilled remote staffing resources.
For smaller companies utilizing the benefits of remote staffing can be a valuable, even critical tool to facilitate cost-effective growth and stimulate productivity. We are able to provide our clients with a high-quality remote staffing team. Our team is measured and managed on quality, so you and your clients receive the best service possible. Our team uses remote desktop to access your system and you manage the logins. We have experience with a wide array of insurance agency management services, such as AgencyPro, Applied Epic, Nexsure, Vertafore Sagitta, Agency Matrix, ImageRight and many more.
Marketing Blast to Potential Customers
Reservation of Markets
New Business Proposals
Request Information from Customers
Application Data Entry
Request Loss Runs from Carriers
Complete Renewal Loss Summaries with Details
Renewal Proposal
Renewal Policy Processing
Manage Renewal List
Compare the Policy Against
Propose ~ Quote Application
Quote ~ Binder
Compare the Endorsements
Endorsement Request
Issue Certificate of Insurance
Issue Vehicle ID Cards
Portal Entry
Order MVRs
Review MVRs and Complete Driver Summaries
Claims Entry
Reconciliations
Claims Follow-Up Letters
Daily, Weekly, Monthly Activity Reporting
Customized Reporting