Outsource Insurance
Policy Administration Services

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Insuserve-1 can provide support at every stage of the insurance policy cycle – from new business, to expiration, to renewal. Each step in the process includes routine processing tasks that can be outsourced to our experienced professionals.

New Business
Our back-office processors can improve quoting turnaround times by assisting your sales team with completing Acord applications, quoting in carrier websites or comparative raters, obtaining loss runs, motor vehicle records, and CLUE reports, and generating proposals. But Insuserve-1’s services don’t have to stop at binding – our processors can manage manual policy entry in agency management systems, policy downloads and distribution, collection and indexing of trailing documents, as well as binders, certificates and evidence of insurance.

In collaboration with you, we can customize a workflow that streamlines the processing work involved in writing new business. That way, your sales team can focus on what they do best – selling.

Policy Servicing
Faster turnaround time on common policy administration and maintenance processes translates to customer satisfaction. Backlogs in handling service requests can lead to unhappy customers when their needs are not met in a timely fashion. Those backlogs can also increase an agency’s risk of E&O claims. If your agency wants to meet and exceed customer expectations, outsourcing with Insuserve-1 may be the answer for you.

Let our processing professionals handle policy and endorsement checking, manual client and policy entry, pending cancellation monitoring and follow up, carrier downloads, and document indexing, and you will see how much more efficient your agency can be. Our team is working 24 hours a day / 5 days a week, so your agency is still productive, even when your office is closed.

Outsourcing policy administration processes can also increase your agency’s profitability. When CSRs, account managers, and producers spend less time on processing tasks they have more time to focus on activities that generate income. You invest time and capital in the hiring, training, and professional development of your in-house employees. You get the most value out of those employees when they can delegate routine processing duties and concentrate their attention on tasks that require their expertise. Our cost-effective solutions save your agency money and allow you to get the most value out of your licensed, higher earning staff.

Our Team Becomes Part of Your Team
When you partner with Insuserve-1, you are assigned a dedicated resource person that services only your agency. Every organization is a little bit different, so we work with you to develop workflows that meet your needs. Our implementation process involves knowledge transfer sessions with your in-house staff, so our team learns your policies and procedures. Before you know it, your Insuserve-1 processing professional will feel like an extension of your team.

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