Back-Office & Administrative Support (BPO)

Offload routine, time-consuming tasks to trained professionals who ensure accuracy, speed, and compliance.

Services Include:

- Client onboarding & KYC processing

- Policy data entry and management

- Claims intake & documentation

- CRM management (e.g., AgencyBloc, EZLynx)

- Email & call support

- Renewal tracking and reminders

- Report generation & compliance tracking

- Free up your licensed agents to focus on selling, not paperwork.

Marketing & Lead Generation for Insurance Agencies

We help agencies attract, convert, and retain clients across personal, health, Medicare, and commercial lines.

Services Include:

- Local SEO & Google My Business optimization

- Paid ad campaigns (Google Ads, Facebook Lead Forms)

- Landing page creation for quote forms

- Social media content & campaigns

- Email nurturing campaigns

- Influencer & referral marketing for niche insurance

- Appointment setting through inbound lead follow-up

- We don’t just generate leads — we help you close them.

Policyholder Communication & Client Retention

Ensure timely, consistent communication that keeps clients informed and loyal.

Touchpoints We Manage:

- Renewal reminders

- Premium due-date alerts

- Claim status updates

- Annual review scheduling

- Birthday/anniversary messages

- Policy add-on and upsell notifications

- Maintain customer satisfaction while reducing churn.

Technology Support & CRM Optimization

We help you make the most of the tools you already use — or set you up with better ones.

Supported Platforms:

- Agency Management Systems (AMS)

- Quoting Tools (e.g., Applied, EZLynx, QQ Catalyst)

- CRM (HubSpot, Salesforce, Zoho)

- Integration with dialers, email tools & DocuSign

- Tech-enabled support that ensures faster and cleaner workflows.