For insurance agencies
A servicing team for your independent P&C agency, on retainer.
We take the servicing and back-office work off your producers and account managers, working inside your systems to the procedures you set. You keep the clients, the carriers and every coverage decision.
What the team handles
Servicing
Day-to-day service requests: endorsements and policy changes, ID cards, certificates, and the follow-up with carriers until each request is closed.
Data entry
Client, policy and activity records kept current in your agency management system, so your book is accurate and searchable.
Renewals
Upcoming renewals tracked and prepared ahead of the expiration date, with the information your team needs to review and talk to the client.
Carrier downloads
Download activity worked every day: records matched to the right client and policy, documents filed, and exceptions flagged to your staff.
How an engagement works
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Set up
We walk through your workflows, carriers and systems with you, agree on the tasks we take on, and write them down as procedures. You give us user access to the systems the work needs.
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Run
On retainer, the team works your queue day to day inside your systems. Anything outside the agreed procedure comes back to your staff.
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Review
We review the work with you on a regular schedule (what came in, what got done, what needed your team) and adjust the procedures and scope as the agency changes.
What your agency keeps doing
The retainer covers the work behind the policy. The relationship and the judgment stay with your licensed team.
- Selling, quoting and advising clients on coverage
- Binding, coverage decisions and anything that requires a license
- Carrier appointments and relationships
- Final say on procedures, priorities and exceptions
What we take on
The repeatable work that fills your team's day and pulls them away from clients.
- Service requests worked to your procedures
- Agency management system records kept current
- Renewals prepared ahead of time
- Carrier downloads worked and reconciled
Start with a conversation
Tell us how many people service your book today and where the work piles up. We'll tell you how a retainer would fit.