Insurance Back-Office
Centers of Excellence

A specialized workforce built to handle policy checking, renewals, and claims processing. Scalable, secure, and integrated into your AMS.

The Specialist Difference

Most agencies struggle with “Generalist VAs” who require months of training. We take a different approach.

We deploy Subject Matter Experts. Our teams understand the US insurance lifecycle, meaning we don’t just type data—we validate it against carrier guidelines.

Compatible with:

Applied Epic • AMS360 • EZLynx • Vertafore • HawkSoft

  • Zero Backlog Guarantee: We clear queues overnight.

  • Audit-First Workflow: 100% Quality Check before delivery.

  • No Hourly Minimums: Fractional support available.

  • Fixed Pricing: Predictable operational costs.

  • Data Security: ISO 27001 Certified Environment.

Purpose-Built for
Insurance Workflows

We don’t do social media management or web research. We focus exclusively on high-value insurance administrative tasks.

Policy Checking

Comprehensive review of policies against binders and proposals to identify discrepancies before delivery to the insured.

Renewal Processing

Pre-renewal solicitation, loss run ordering, and carrier quoting to ensure your producers are ready 90 days out.

Certificates (COIs)

Rapid issuance of certificates and evidence of property, ensuring your clients get their documents within hours, not days.

Claims Intake

First Notice of Loss (FNOL) entry and carrier reporting to speed up the claims adjudication process.

New Business Setup

Application entry, supplemental form completion, and submission to carriers to get quotes faster.

Endorsements

Processing mid-term policy changes including driver adds/deletes, vehicle changes, and coverage adjustments.

Implementation Roadmap

We can be live in your system within 72 hours. Our onboarding process is designed to be low-friction for your team.

1

Discovery & Audit

We analyze your current volume and identify the biggest bottlenecks.

2

Secure Access

We set up VPN tunnels and credentialing to access your AMS securely.

3

SOP Transfer

We document your specific workflows into a playbook for our team.

4

Go Live

We begin the 3-week trial period with daily reporting on output.

Frequently Asked Questions

For standard tasks like Certificates and Policy Checking, our TAT is 24 hours. Work received by 5 PM EST is processed and ready by 8 AM EST the next day.

Yes, absolutely. We sign a strict NDA with your agency. Additionally, all our employees sign NDAs with us, and our offices are monitored 24/7 to ensure data security.

We offer a fractional model where you can purchase blocks of hours or per-task pricing. This allows smaller agencies to access enterprise-level support without hiring a full-time employee.

Ready to Clear Your Backlog?

Join the forward-thinking agencies that have reduced operational costs by 40%.