Insurance CSR BPO
Your remote insurance service team
We become an extension of your agency
Your producers sell. Your DeskPro team services.
Your DeskPro team works within your processes, systems and workflows while supporting your existing employees and producers. They are not a parallel operation running on their own rules. They are a member of your service team who happens to work remotely.
That distinction matters in insurance. Servicing a book requires greater attention to accuracy, documentation, responsiveness and client communication than general virtual-assistant work, so we recruit and train against the specific lines of business, forms and systems your agency runs.
Whether you need one CSR or an entire service team, we build the staffing solution around your agency, including the shift pattern, the escalation rules and the quality standards you already hold your local staff to.
Average response
14 minutes
Insurance CSR services
What our CSRs handle
15 capabilities, staffed to your volume
- Personal lines customer service
- Commercial lines customer service
- Policy servicing
- Policy changes and endorsements
- Certificates of insurance
- Renewal processing
- Policy verification
- Claims assistance
- Client follow-ups
- Data entry and AMS support
- Email management
- Inbound and outbound calls
- Document processing
- Quality assurance
- Customer retention support
Service pages
Every servicing workload, with its own owner
Personal Lines CSR
Dedicated CSRs servicing homeowners, auto, dwelling fire and umbrella policies inside your AMS.
Commercial Lines CSR
Servicing for BOP, GL, commercial auto and workers' comp accounts, from endorsements to audits
Policy Servicing
A dedicated professional handling new business setup, policy checking, cancellations and billing.
Endorsements & Policy Changes
Endorsement intake, carrier submission, issuance confirmation and AMS updates, handled by trained CSRs.
Certificates of Insurance
Same-day COI issuance, additional insured requests and vendor certificate tracking, handled for you
Renewal Processing
A dedicated renewal desk covering your expiring book from exposure updates to bound renewal proposals
Claims Assistance
FNOL intake, carrier filing, adjuster follow-up and insured status updates handled by a dedicated CSR
AMS Data Entry & Documents
Dedicated support for AMS data entry, document filing, policy verification and ongoing data hygiene
Insurance Quality Assurance
Policy checking, transaction audits, and call scorecards that keep your servicing work accurate.
Retention & Client Follow-Up
Dedicated remote CSRs who run welcome calls, check-ins and cancellation outreach on your book.
Questions
Insurance CSR BPO: common questions
Let's build your team
Ready to add servicing capacity without adding local payroll?
Tell us the lines of business, the systems and the hours. We recruit against your requirements and you choose who joins.
Prefer to talk now? +1 (717) 551-5566