Insurance Back-Office Support
Administrative support for agencies and brokers: ACORD forms, certificates, policy checking, renewals and endorsements.
Insurance
Back-office support for insurance agencies, brokers and MGAs
Insurance operations run on documents, deadlines and accuracy. We support independent agencies, brokerages, MGAs and carrier operations teams with the administrative work behind every policy, from ACORD forms to renewals, while licensed decisions stay with your people.
Who we support
Independent agencies
Certificates, policy checking, renewals and AMS upkeep for growing agency teams.
Brokers & MGAs
Submission preparation, proposal assembly and document coordination at volume.
Carrier operations teams
Document processing and data entry support where appropriate and agreed.
Relevant services
Common starting points for insurance clients.
ACORD Forms Support
Accurate preparation and processing of ACORD applications and supplements from the information you supply.
Certificates of Insurance
Timely COI issuance and tracking, following your agency's rules for holders and wording.
Policy Checking
Line-by-line comparison of issued policies against applications, quotes and binders.
Renewals & Endorsements
Renewal preparation and endorsement processing support so nothing slips through the cracks.
Claims Documentation Support
Administrative claims support: first-notice intake, document collection and status follow-up.
How engagements start
Discovery
We learn how your business works today and which tasks you want to hand over.
Scope
We define tasks, system access, responsibilities and how success will be measured.
Onboarding
We agree the workflow, document procedures, train the team and set up communication.
Delivery
Your dedicated team completes assigned work using the approved procedures.
Review
We monitor quality, workload and feedback, and improve the process together.
Let’s Build a Better Back Office Together.
Tell us about the work you would like to hand over. We will review it with you and propose a practical starting point.