Our services

Back-office and business support services

From insurance administration to help-desk tickets, we take on clearly defined work and deliver it consistently using your systems and procedures.

Insurance back-office support

Administrative support for agencies, brokers and MGAs. Licensed decisions always stay with your team.

Administrative support for agencies and brokers: ACORD forms, certificates, policy checking, renewals and endorsements.

Accurate preparation and processing of ACORD applications and supplements from the information you supply.

Professional proposal preparation and bind-document coordination, subject to your authorization.

Timely COI issuance and tracking, following your agency's rules for holders and wording.

Line-by-line comparison of issued policies against applications, quotes and binders.

Renewal preparation and endorsement processing support so nothing slips through the cracks.

Administrative claims support: first-notice intake, document collection and status follow-up.

Preparation of payroll, sales and exposure documentation ahead of carrier premium audits.

Submission intake, data gathering and file preparation so underwriters can focus on decisions.

Flexible operational support for small and medium businesses and technology teams.

Process support, records management and day-to-day administration handled by a dedicated remote team.

Scheduling, confirmations, reminders and rescheduling so your calendar runs smoothly.

Email and inquiry support with clear escalation to your team when needed.

Ticket intake, first-line troubleshooting and escalation to your IT team.

Accurate data entry, indexing and document processing with built-in validation.

Dedicated virtual assistants for research, scheduling, inbox support and general administration.

Describe the work you want to hand over and we will recommend where to start.