Everyone Does Everything
With no service department, two or three people handle whatever the phone dictates.
Solutions
Servicing Capacity for Agencies Where Everyone Does Everything
Dedicated remote CSRs who take the daily servicing load off your owner, producers and service staff.
Independent Insurance Agencies
Remote CSRs who absorb daily servicing so a small agency team can get back to writing business.
Roles we staff
- Personal Lines CSR
- Commercial Lines CSR
- Policy Servicing Specialist
- Certificates of Insurance Coordinator
- Renewal and Remarketing Assistant
- AMS Data Entry Specialist
By reducing our administrative load, The Desk Pro has enabled us to focus on essential projects. Our partnership has been a catalyst for our growth.
H. Pakhtiawal, H2O EnvironmentalThe operational reality
Where independent insurance agencies lose time
The DeskPro staffs daily servicing work at independent agencies with dedicated remote CSRs we recruit, train and manage. It is built for small agencies where two or three people cover personal lines, commercial lines, billing, certificates, renewals and claims intake in whatever order the phone dictates.
Your CSR works inside your agency management system and to your standards, so producers keep the client relationships and the licensed decisions. Start with one professional handling the tasks that repeat every week, and add seats as the book justifies them.
Challenges
What we hear most often
These are the constraints that show up again and again in scoping calls with organizations like yours.
Servicing Always Beats Selling
Producers who should be writing new business spend afternoons on portal submissions and follow-up.
One Absence Empties the Service Desk
When your senior CSR is out, carrier knowledge and half-finished renewals go too.
The Local Hire Never Quite Pencils Out
You need roughly half a person for certificates and half for renewal prep, but can only hire whole ones.
Our approach
How we build the team around your operation
01
Start With the Work That Repeats Every Week
We do not start by reorganizing your agency. We list what consumes your team's hours, then move the highest-volume, most repeatable work to a dedicated CSR: certificates, endorsements, ID cards and billing questions, which rarely require judgment about coverage. Once those close cleanly inside your management system, scope widens to renewal prep, remarketing files and aging suspense items.
- Certificates of insurance, additional insured and holder requests
- Endorsements, address changes, driver and vehicle updates
- Auto ID cards, binders, declarations pages and evidence of insurance
- Billing, installment and cancellation notice research
- Renewal review prep: expiration lists, loss runs, remarketing files
- Carrier follow-up, activity notes and attachments in your AMS
02
Managed by Us, Not Handed to You
A small agency has no service manager with spare capacity to supervise a remote hire, so we carry that layer: recruiting against your requirements, training on your carriers and forms, and assigning a DeskPro team lead for oversight, absence coverage and quality review. The CSR prepares, processes and documents; coverage advice, license-required quoting and binding stay with your licensed staff.
- Managed recruitment and screening against your role requirements
- Written SOPs built with your team during onboarding
- Recorded quality reviews and sampled file audits
- A DeskPro team lead for oversight, coverage and reporting
- Your systems and credentials, least-privilege role access
- Signed NDAs, secure workstations, defined escalation paths
Roles staffed
The positions we build most for this audience
Start with the one costing you the most time. Add the rest once the workflow is documented.
- Personal Lines CSR
- Commercial Lines CSR
- Policy Servicing Specialist
- Certificates of Insurance Coordinator
- Renewal and Remarketing Assistant
- AMS Data Entry Specialist
- Insurance Administrative Assistant
- Retention and Client Follow-Up Specialist
Routine tasks have become effortless thanks to The Desk Pro's virtual assistants, freeing us to focus on expanding our offerings. Their support has been vital to our achievements.
Tasawar, TAB GlobalOutcomes
What changes once the team is live
Not projections: the operational differences clients describe once the workload has a permanent owner.
Requests Worked the Day They Arrive
Certificates, endorsements and billing questions close on a documented turnaround.
Producers Back on New Business
Owner and producers get their mornings back for quoting, referrals and renewals.
An AMS You Can Actually Rely On
Effective dates, carrier confirmations, attachments and activity notes land in the file.
A Service Desk That Survives Absences
Written SOPs and a DeskPro team lead absorb vacations, turnover and seasonal spikes.
Where to start
Services most relevant to you
Insurance CSR BPO
Personal Lines CSR
Dedicated CSRs servicing homeowners, auto, dwelling fire and umbrella policies inside your AMS.
Insurance CSR BPO
Certificates of Insurance
Same-day COI issuance, additional insured requests and vendor certificate tracking, handled for you
Insurance CSR BPO
Policy Servicing
A dedicated professional handling new business setup, policy checking, cancellations and billing.
General BPO Services
Administrative Support
A dedicated professional running calendars, inboxes, documents and expense workflows day to day.
Questions
Independent Insurance Agencies: common questions
One dedicated CSR is the usual starting point for agencies your size. Consolidating certificates, endorsements and billing research with one person removes constant interruption from the people who quote and close.
Let's build your team
Let's scope the right team for your operation
A 30-minute call is usually enough to size the role, the hours and a realistic recruiting timeline.
Prefer to talk now? +1 (717) 551-5566