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24-Hour Administrative Back-Office services for Insurance Organizations

Our exclusive services for



Retail Brokers


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.” – The New York Times columnist, Thomas Friedman said it in his best selling book, The World is Flat.

About Insuserve-1

Insuserve-1 is a Insurance back office process outsourcing company provides Insurance BPO Services to Insurance Agencies, Brokers, Carriers, and MGA’s with insights and capabilities that boost their freedom to achieve better-quality results through a unique way of working, which we call the collaborative business experience. We are one of the growing Insurance Outsourcing Services company based in Dallas, TX provides remote CSR’s and Account Management Services for the Insurance Agencies, Brokers & MGA’s with offshore delivery center in India. Know more

Our Strengths

Our exclusive services for insurance organizations are very cost-effective solutions that will assist you in reduction of both labor
and E&O exposure and save you tremendously on your
operating costs.

Certificate Of Insurance

Policy Checking

Endorsements, Renewals, Cancellations

Quotes, Commission Statements / DBR


Cerificate Issuance

  • Processing Certificate of Insurance
  • Reviewing Contract for COI’s
  • Creating Master Certificate / Template

Comission Management

  • Commissions Data Entry
  • Payable Commission for Producers
  • Commission Systems Enhancement and Maintenance of Applications
  • Commissions Accounting Services

Underwriting Support

  • Application Review/ Quotes
  • Loss Run Analysis
  • Premium Calculations

Sales Support - Quotes

  • Preparing Quotes on Carrier Websites
  • Entering Data in Acord Forms
  • Renewal Quotes
  • Insurance Quotes / Generating Proposals


  • Collections
  • Remittance exceptions
  • Direct bill reconciliations
  • Refunds /Billing /Premium mode changes
  • Bank changes /Excess/ deductable management
  • Settlement Agreement
  • 3rd Party Claims (property damage & bodily injury)
  • Subrogation /Recoveries
  • Fraud checks and Claim finalization

New Account

  • Receiving Accord Forms/ Application Data Entry
  • Uploading of the documents
  • Record Payment details
  • Invoice Data Entry Services
  • Downloads, Submissions / Document Retrievals
  • Checking payments
  • MVR Ordering

Policy Management

  • Policy Renewal Services
  • Loss Runs Orders
  • Policy Issuance Services
  • Insurance Endorsements
  • Policy Maintenance and Administration Services
  • Policy Cancellation and Reinstatements Services
  • Insurance Policy checking service


  • First Notice of Loss
  • Claims Set Up, Verification and Validation
  • Claims Processing Services
  • Claims Adjudication Services
  • Subrogation
  • Maturities Processing
  • Early Retirement /Withdrawals /Reconciliations
  • File Closure & Portfolio Management

Why Insuserve-1

Flexible Service Model
Flexible Service Model
Great Turn Around Time
Great Turn Around Time
Multiple Agency Software Experience
Multiple Agency Software Experience
24 x 5 Support
24 x 5 Support
Data Security
Very Cost Effective Solutions
Very 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

Insurance Risk Solutions
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

Insurance Broker
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

Florida, USA

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