Account Management Services

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Account Management Services


Hiring, training, and retaining qualified Account Managers and CSRs can be challenging for insurance agencies, but these roles are a critical component of all successful operations. Insuserve-1 is pleased to announce we now offer remote Account Management services. Unlike our back-office processing, Account Management Services are provided by U.S. based agents, licensed to transact business in your state.

Address Staffing Shortages Before They Become a Problem
Agencies of all types and sizes can experience unexpected staff turnover. When this occurs, it inevitably results in disruptions to normal operations. These disruptions can cause remaining staff to become overwhelmed, create backlogs, and lead to unhappy customers.

Insuserve-1’s Account Managers are carefully screened and selected based on their level of experience, their familiarity with a wide variety of business lines, and their proficiency in Agency Management Systems. We assign our Account Managers to work exclusively for your agency and they’re chosen based on your business’s specific needs.

Considering Transferring Customers to a Carrier Service Center?
Think first about outsourcing to Insuserve-1. Transitioning your clients to being served by a carrier service center can lead to complications and customer dissatisfaction. Many clients may continue to call your office for assistance, and some may feel they are losing the benefits of purchasing their insurance through an agent. When you partner with Insuserve-1, your customers will receive the same level of service and support they have come to expect from your agency employees. Trained to work within the parameters set forth by your agency, our Account Managers function as an extension of your team. Your customers will still have all the benefits of having their account serviced by your agency, but your in-house staff is relieved of the responsibility.

Some agencies decide to carve out a book of smaller, less profitable accounts to be serviced by Insuserve-1. This can allow your in-house Account Managers to focus on larger, more complex accounts that generate higher premiums. Other agencies have a need for Account Managers with skills and experience in handling specific types of accounts and turn to Insuserve-1 to provide the right person for the job. Whether you need assistance with personal lines for high net-worth clients or commercial lines for contractors, agribusiness, or specialty risks – whatever your requirements, we can provide a solution for you.

Increase Profitability and Productivity
For most agencies, their employees represent their greatest resource as well as their greatest expense. But outsourcing Account Management services with Insuserve-1 can help you get the best value out of your employees by allowing them to focus their attention on activities that generate income for your business. By adding us to your team, you add to your workforce without absorbing the full costs of adding a new employee.

Find out more by contacting us today.

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