76%
Independent agents complain that they spend more than thirty percent of their time on administrative tasks, affecting their client relationship.
65%
Insurance brokers & agents experience major delays in certificate issuance, policy updates, and quote follow-ups.
58%
Agents report face challenges in keeping up with carrier communications and documentation due to manual follow-ups and scattered emails.
70%
Insurance companies face recurring issues with commission tracking and reconciliation, affecting financial accuracy and trust.
Offload all your time-consuming tasks to insurance outsourcing experts who understand your business well and get your valuable time back for the core activities.
We design custom agents and brokers-focused workflows that cover all your agency needs, from policy servicing to quote intake and COI issuance.
Our insurance team is well-versed in E&O risk reduction, carrier communications, and documentation protocols, handling every task professionally.
Whether preparing a sales proposal or updating CRM, we will handle your administrative tasks so you can improve your revenue and client relationships.
We use a hybrid model of human expertise and AI tools, integrate it within your AMS or CRM system and deliver accurate insurance solutions and support.
Our dedicated insurance broker services providers can be an extension of your team for reliable client servicing, carrier coordination, and admin support.
We’ve helped leading agents and brokers save their valuable time and costs by up to 50% without compromising quality and speed. You can be the next one!
Explore our insights to know what sets us apart
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