Volume Arrives in Spikes, Not Increments
Inbound can double in a week; quarterly headcount cannot.
Solutions
Scale Support and Operations as Fast as You Ship
Dedicated remote professionals who know insurance, work in your stack, and scale with volume.
Insurtech Companies
Remote support and operations teams for insurtechs scaling faster than they can hire.
Roles we staff
- Customer Support Specialist
- Policy Operations Associate
- Onboarding and Verification Specialist
- Email and Chat Support Agent
- Claims Support Coordinator
- Back-Office Operations Associate
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 insurtech companies lose time
Insurtech operations rarely strain because the product is wrong, but because the human layer was never staffed on purpose: automation covers the clean path, and the rest waits in a queue. The DeskPro staffs that layer for insurtechs scaling faster than they can hire.
We recruit, screen, train and manage each professional to work inside your admin console, help desk and carrier portals. Many come from insurance servicing backgrounds, so a declarations-page question gets an answer, not an escalation. Start with one professional on the worst queue.
Challenges
What we hear most often
These are the constraints that show up again and again in scoping calls with organizations like yours.
Exceptions Automation Cannot Close
Failed checks, unreadable uploads and pricing edge cases reach engineers.
Support Questions Are Insurance Questions
Generic CX vendors route coverage questions back to you.
Onboarding Backlogs Stall Conversion
Document review and prior-carrier verification sit between quote and bind.
Our approach
How we build the team around your operation
01
A Human Layer Staffed Inside Your Own Stack
Your DeskPro team works in your own systems: the admin console, your help desk and CRM, and your carrier and MGA portals. You provision access at the permission level you choose and revoke it, and we never ask for shared or administrator logins. Policyholder data stays in your systems, and professionals work under signed NDAs.
- Tier 1 and 2 email, chat and phone support
- Identity, document and eligibility review after failed checks
- Application and endorsement data entry between systems
- Inspection, appointment and carrier follow-up scheduling
- First notice of loss intake and claims follow-up
- Manual review and labeling that trains your models
02
Insurance Fluency, With the Licensed Line Drawn Clearly
We recruit for insurance servicing experience, so your team reads declarations pages, endorsements and loss runs without escalating. The SOP draws the regulatory boundary before live work: servicing, documentation and follow-up sit with us, while soliciting, negotiating, binding and coverage advice stay with your licensed staff. Runbooks, macros and QA checklists update the week you ship.
- Written routing rules for license-restricted tasks
- Fluency in ACORD forms and certificates of insurance
- Queue-by-queue runbooks with escalation thresholds
- Macros reviewed against the shipped product
- QA checklists built from errors that occurred
- Weekly accuracy and turnaround reporting per professional
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.
- Customer Support Specialist
- Policy Operations Associate
- Onboarding and Verification Specialist
- Email and Chat Support Agent
- Claims Support Coordinator
- Back-Office Operations Associate
- Quality Assurance Reviewer
- Renewal and Retention 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.
Every Queue Has an Owner
Every queue gets a named owner, a procedure and a turnaround target.
Engineers Back on the Roadmap
Manual review stops consuming your engineering team.
Capacity That Moves With Volume
Capacity grows by adding to an already-trained team.
An Operation You Can Explain
Documented SOPs and per-queue metrics answer carriers and boards.
Where to start
Services most relevant to you
General BPO Services
Customer Support
A dedicated support professional answering phone, email and chat tickets inside your helpdesk
Insurance CSR BPO
Policy Servicing
A dedicated professional handling new business setup, policy checking, cancellations and billing.
Insurance CSR BPO
Claims Assistance
FNOL intake, carrier filing, adjuster follow-up and insured status updates handled by a dedicated CSR
General BPO Services
Back-Office Operations
Dedicated support for order processing, billing follow-up, document control and operational reporting
Questions
Insurtech Companies: common questions
Yes. Declarations pages and endorsements are the same whether your platform or an agency system produces them, and we train that experience on your product.
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