Independent insurance agencies
Increase servicing capacity while allowing producers and account executives to focus on growth.
Solutions
Built for insurance organizations
Insurance staffing is our core specialty. Below is how we typically build teams for each kind of organization we support, and where most of them choose to start.
Who we support
One approach, sized to your operation
A two-producer agency and a national wholesaler have very different problems, even when the job titles look the same. A small agency usually needs one person to permanently own servicing so the owner stops working the queue at night. A wholesaler needs submission intake and clearance to keep pace with retail agent volume.
So we scope the role before we recruit for it: the lines of business, the systems, the volumes, the hours, the escalation rules and the quality standard. Then we recruit against that definition rather than sending you whoever is available.
Audiences
Find your operation
Independent Insurance Agencies
Remote CSRs who absorb daily servicing so a small agency team can get back to writing business.
Insurance Brokerages
Dedicated service pods aligned to your books of business, account teams and service standards.
MGAs & Wholesalers
Submission intake, clearance, quote prep and binding support that keeps your underwriters underwriting.
Insurance Carriers
Remote teams for carrier policyholder service, policy administration and back-office processing
Insurtech Companies
Remote support and operations teams for insurtechs scaling faster than they can hire.
At a glance
What each audience typically gains
The shortest version of what changes operationally.
Insurance brokerages
Build dedicated support teams for larger books of business and named account structures.
MGAs and wholesalers
Expand administrative, underwriting-support and servicing capacity as submission volume grows.
Insurance carriers
Supplement policyholder service and back-office operations with managed overflow capacity.
Insurtech companies
Build scalable customer support and operations teams as your product and volume grow.
Engagement models
One professional, a team, or a department
Every audience above can be served by any of these three models.
1 Professional
One dedicated seat
A single trained professional covering the work that is slowing your team down most: usually policy servicing, certificates or inbound service email.
Dedicated Team
A pod built around your book
A small team of CSRs, assistants, customer-support professionals or back-office specialists working as one unit with shared standards and coverage.
Dedicated Department
A remote operating department
A customized offshore or remote department managed around your business requirements: service, support, back office or a blend of all three.
Let's build your team
Tell us how your operation actually runs
We will tell you which seat to fill first, what it realistically takes to recruit, and what to keep in-house.
Prefer to talk now? +1 (717) 551-5566