Submissions Arrive Incomplete
Underwriters do intake before they can judge appetite when an ACORD arrives with no loss runs, SOV or effective date.
Solutions
Trained Teams Behind Your Underwriters and Retail Agents
Dedicated remote staff for submission intake, clearance, quote preparation, binding administration and retail agent servicing, working inside your own systems.
MGAs & Wholesalers
Submission intake, clearance, quote prep and binding support that keeps your underwriters underwriting.
Roles we staff
- Submission Intake Coordinator
- Clearance Clerk
- Underwriting Assistant
- Quote Preparation Specialist
- Binding & Issuance Administrator
- Surplus Lines Filing Support
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 mgas & wholesalers lose time
An MGA or wholesale brokerage lives on submission flow, and the account quoted first is very often the account that gets written. The DeskPro builds dedicated remote teams that absorb the documented, repeatable layer of that work: submission intake, clearance, quote preparation, binding administration and retail agent servicing.
Your team members are recruited, screened, trained and managed by us, and they work inside your underwriting platform, your document management system and your agent-facing inboxes, on your shift and to your documented standards. Start with one intake coordinator or underwriting assistant on a defined queue, then add seats as volume and accuracy prove out.
Challenges
What we hear most often
These are the constraints that show up again and again in scoping calls with organizations like yours.
Clearance Is a Gate Everything Waits On
Duplicate submissions, broker of record letters and forgotten prior declinations all have to be resolved before anyone quotes.
Binding and Issuance Pile Up Behind the Quote
Binders, invoicing, policy checking, endorsements and surplus lines filings land after the interesting work and slip first.
Retail Agents Judge You on Turnaround
When status calls and change requests compete with new submissions for underwriting hours, service quality gets traded away.
Our approach
How we build the team around your operation
01
Submission Intake and Clearance Before Underwriting
Your intake team works the submissions inbox as a queue with a clock on it. Each submission is logged, indexed to the right retail agent and producer code, then run through clearance against prior submissions, broker of record status and duplicate agent activity. Completeness is checked against a checklist you define by line of business, and missing items go back to the retail agent as one consolidated request rather than three emails over a week.
- Log and index submissions by producer and effective date
- Clear against prior submissions, declinations and broker of record conflicts
- Verify ACORDs, supplementals, loss runs, SOVs and driver schedules
- Chase missing information and track agent responses
- Route cleared files by appetite, state and program
- Flag out-of-appetite risks for a quick decline
02
Quote Prep, Binding and Agent Servicing
Once a file is cleared, your underwriting assistant enters exposure data, summarizes prior losses, checks carrier and program guidelines, and prepares a draft quote for the underwriter to price and approve. The same person issues the quote letter to your template and follows up before it lapses.
Authority stays where it belongs: your team does not select risk, set price or bind coverage. After a bind order, they run the binder, invoice, policy check and filing preparation on the same tracked queue.
- Enter exposure data and prepare draft quote letters
- Track outstanding subjectivities, fees and expiration dates
- Issue binders and invoices with correct taxes and fees
- Check issued policies against what was quoted and bound
- Prepare surplus lines filing packets and state deadline calendars
- Answer retail agent status, extension and certificate requests
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.
- Submission Intake Coordinator
- Clearance Clerk
- Underwriting Assistant
- Quote Preparation Specialist
- Binding & Issuance Administrator
- Surplus Lines Filing Support
- Retail Agent Service Representative
- Policy Data Entry 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.
More of the Flow Actually Gets Quoted
Clean intake and same-day clearance put submissions in front of an underwriter before the account is placed elsewhere.
Underwriters Back on Risk Selection
Data entry, document chasing and status replies move off underwriting desks, freeing expensive hours for appetite, pricing and carrier relationships.
Retail Agents Get Answers the Same Day
Status questions, quote extensions and certificate requests reach a named person whose job that is, which keeps agents submitting.
Bind-to-Issue Stops Slipping
Binders, invoices, policy checking and filing packets run on a dated queue, not at the end of a busy week.
Where to start
Services most relevant to you
Insurance CSR BPO
Commercial Lines CSR
Servicing for BOP, GL, commercial auto and workers' comp accounts, from endorsements to audits
Insurance CSR BPO
AMS Data Entry & Documents
Dedicated support for AMS data entry, document filing, policy verification and ongoing data hygiene
Insurance CSR BPO
Renewal Processing
A dedicated renewal desk covering your expiring book from exposure updates to bound renewal proposals
General BPO Services
Back-Office Operations
Dedicated support for order processing, billing follow-up, document control and operational reporting
Questions
MGAs & Wholesalers: common questions
No. Underwriting authority, pricing and binding stay with your licensed underwriters, while your DeskPro team members prepare, document, follow up and administer. During onboarding we map where each task hands back to your staff, and that boundary is part of the standard their work is reviewed against.
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