Insurance Back-Office Support
Administrative support for agencies and brokers: ACORD forms, certificates, policy checking, renewals and endorsements.
Insurance Back-Office Support
Agency teams lose hours every week to forms, certificates, document chasing and system updates. Our insurance back-office team takes on the repeatable administrative work, following your agency's procedures and management system, so your licensed staff can spend more time with clients and carriers.
- Checklists for each recurring task type
- Second-person review on agreed high-risk items
- Error and rework tracking reviewed with your team
- Follows your procedures, inside your systems
Challenges we help with
Account managers spend more time on paperwork than on client conversations.
Certificate and endorsement requests pile up during busy renewal seasons.
Policy documents are not consistently checked against what was quoted or requested.
Hiring and training local administrative staff is slow and expensive to scale up or down.
What’s included
- ACORD form preparation from information you provide
- Certificate of insurance (COI) issuance support per your rules
- Policy checking against applications, quotes and binders
- Renewal preparation and endorsement processing support
- Proposal and document preparation
- Claims documentation and follow-up support
- Agency management system data entry and file organization
- Loss-run requests and document indexing
Not included, or only with your approval
- Binding coverage or signing on behalf of a licensed agent
- Coverage recommendations or licensed insurance advice
- Underwriting decisions or claims determinations
How the work flows
- We map the tasks you want to hand over and document each step in a shared procedure.
- Your team grants access to the systems and mailboxes needed, using individual accounts.
- Requests arrive through an agreed channel (shared inbox, AMS task, or ticket) and are worked in order of priority.
- Anything outside the documented procedure is escalated to your designated contact before action.
Quality checks
Checklists for each recurring task type
Second-person review on agreed high-risk items
Error and rework tracking reviewed with your team
Data & access
Please do not send client files, policy documents or personal data through our website forms. We agree a secure channel during onboarding.
Frequently asked questions
Our team provides administrative support only. Work that requires a license, such as binding coverage or giving advice, stays with your licensed staff.
We adapt to the systems you already use. Tell us which AMS, carrier portals and tools are involved and we will confirm fit during discovery.
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.