Insurance Back Office Services

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24-hour administrative Insurance back-office outsourcing services

Our services are ideal for





Outsourcing is about growth, not downsizing.

“The best companies outsource to win, not to shrink. They outsource to innovate faster and more cheaply in order to grow larger, gain market share, and hire more and different specialists–not to save money by firing people.” – Thomas Friedman, New York Times Columnist, from his best-selling book, The World Is Flat

About Insuserve-1

Insuserve-1 is an insurance back-office process outsourcing company providing services to insurance agencies, brokers, carriers, and MGA’s through Insurance Virtual Assistants. Our proven methods help businesses achieve cost savings while increasing efficiency and productivity. Through our collaborative approach we customize solutions to fit your business’s needs. We are based in the Dallas metropolitan area, with delivery centers in Vizag, India. Know more


Our Strengths

Our insurance virtual assistants provide the highest quality results. They are tech savvy, accurate, and fast. With both U.S. and India-based personnel, we are available 24 hours a day, 5 days a week and our flexible service model allows us to adapt as your business grows.

Certificate Of Insurance


Policy Checking


Endorsements, Renewals, Cancellations


Quotes, Commission Statements / DBR


Insurance Virtual Assistant Services

Certificate Processing

  • Issuing certificates of insurance
  • Reviewing contracts for insurance requirements
  • Creating master certificates
  • Collecting certificates and reviewing for compliance

Policy Management

  • Policy checking
  • Endorsement processing
  • Manual policy entry
  • Cancellation and reinstatement processing
  • Carrier downloads

Underwriting Support

  • Ordering loss runs
  • Ordering MVRs
  • Following up on loss control recommendations

Sales Support

  • Preparing quotes on carrier websites or comparative raters
  • Entering data in Acord forms
  • Surplus lines renewal quote requests
  • Generating proposals

Premiums and Commissions

  • Direct bill reconciliations
  • Invoicing
  • Commissions data entry


  • First notice of loss entry
  • Claims document management
  • Claims set up, verification and validation
  • Claims adjudication services
  • Subrogation
  • Maturities Processing
  • Early Retirement /Withdrawals /Reconciliations
  • File Closure & Portfolio Management

Why Insuserve-1

Flexible Service Model
Flexible Service Model

Quick Turn-Around Time
Quick Turn-Around Time

Expertise in Multiple Agency Management Systems
Expertise in Multiple Agency Management Systems

24x5 support
24×5 support

Data Security

Cost-Effective Solutions
Cost-Effective Solutions

What Our Clients Say

I have worked with several of the larger BPO companies with somewhat mixed results but Insuserve-1 seems to have it right. They are small by comparison but that benefits them. They are unusually client focused and have a simple straightforward approach to training and implementation, hence, they are very productive.

Jim Anderson

Insuserve-1 has helped us streamline our Policy Checking process. They are very detailed and professional in their communication with us and letting us know of any discrepancies. It’s been a relief to know we are working with such reliable professionals.

Large Insurance Broker

Insuserve-1 Team always provided excellent service responding to our cert requests in a timely manner.
their service is accurate and fast. Their technical background and expertise supported us very punctual with
our daily communication.

Chris Costakis

Working with Insuserve-1 has changed the way we handle the mail. We have been able to consolidate the process and reduce our time with handling and attaching the mail in our agency system. In addition, Insuserve-1’ s team has also been great in setting up the clients in the system,preparing the accord forms and sending to our E & S markets and requesting a quote on behalf of our sales people.

CEO – Insurance Agency