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Insurance Agency Back Office Support Services

Outsource Insurance Agency Back-office Support Services

Streamline your administrative and back-office tasks by leveraging our expertise in the insurance domain

Does your insurance agency deal with hurdles like product commoditization, dwindling margins, minimized growth, or lack of real-time information?

Most insurance agencies face the brunt of constantly evolving regulatory regimes, reduced customer loyalty, and hard-to-maintain legacy applications. In the last few years, the unstable economic environment and a steadily slow market have negatively impacted insurance agencies. This turn of events has forced insurance agencies to radically modify their cost structures to overcome reduced margins in a non-receptive market. To overcome these hurdles, those in the insurance industry need an insurance service provider who can address their specific support needs – like us.

Our team of licensed insurance agents can provide fast, flexible, and scalable support for insurance agencies across the globe. We can help you to function efficiently and effectively while streamlining as many processes as possible.

Insurance Back-office Services For Insurance Agencies

We understand that the requirements of each insurance agency are different and based on their unique business needs. As a leading back-office support service provider for insurance agency, we promise to deliver services that meet your needs and add value to your enterprise. Some of the insurance back-office services for agencies we offer include -

  1. Insurance Claims Administration

    Insurance Claims Administration

    We can help you set up claims, check eligibility, perform document imaging, handle disbursement, audit, and settle accounts. We use a range of software to detect and remediate problems while enhancing compliance.

  2. Certificate of Insurance (COI)

    Certificate of Insurance (COI)

    We ensure that the procedure of receiving and issuing a certificate of insurance is seamless, quick, and error-free. Our team will make sure that accuracy is maintained through stringent processing of the revised certificates, carried out after the policy is renewed.

  3. Insurance Quote Summary

    Insurance Quote Summary

    Our team of skilled insurance professionals can expertly work with multiple carriers, avail insurance quotes, and then chart out a summary that meets the exact requirements in the client proposal. Additionally, Carrier Financial Ratings for each quote summary can be extracted.

  4. Document Indexing and Filing

    Document Indexing and Filing

    Our document indexing and filing services can help you find a document when you need it. Each document will be segregated, labeled, and indexed according to your naming conventions. This way, you can easily search and retrieve any document at any given time.

  5. Loss Run Processing

    Loss Run Processing

    Our team can help you save time and effort by sending loss run requests to previous insurance carriers and providing loss run data during policy renewal. Before a claim report is prepared, the loss run data will be analyzed and sent to the team of underwriters.

  6. Policy Checking

    Policy Checking

    We will help you with fast and accurate policy checking. Each policy document will be reviewed for errors, correctness, and completeness. If there are variances, they will be recorded and reported to the insurance carrier, along with a request for a revised policy document.

  7. Renewal Exposure Summary

    Renewal Exposure Summary

    Our team can keep a track of renewals and send renewal reminders when needed. Before the renewal process commences, we ensure that any adjustments to the insurance policy are taken into consideration, such as receiving renewal requests or interacting with a carrier for a renewal.

  8. Billing and Accounts Receivable

    Billing and Accounts Receivable

    Our team of insurance billing experts will ensure the timely delivery of all your invoices to the respective carriers. When a payment is received, it will be recorded and then indexed in the database where an archive will be maintained.

  9. Insurance Agency Management Services

    Insurance Agency Management Services

    Our team has the required skills and expertise to provide you with error-free services. We have been helping top insurance agencies with key insurance back-office operations such as policy management, claims management, commission management, and insurance accounting.

  10. Insurance Bookkeeping and Forensic Accounting

    Insurance Bookkeeping and Forensic Accounting

    We ensure that your claimant's account is clean and concise. We will handle insurance bookkeeping to maintain accurate accounts. Additionally, our forensic accounting will investigate discrepancies and resolve errors before they become major complications.

  11. Public Policy Engagement Services

    Public Policy Engagement Services

    We help our partners in public policy engagement by providing well-researched data that streamlines policymaking at all levels. We train and equip our clients with statistics that enable them to educate and deliver messages to advocates and key policymakers about relevant issues.

  12. Policy Owner Services

    Policy Owner Services

    If you are a policy owner, you will need expert help to navigate the policy application, registration, and claims process. Insurers often lack the bandwidth to answer your queries and concerns. However, when you go through us, we ensure you have the necessary process assistance.

  13. Insurance Credentialing Services

    Insurance Credentialing Services

    We validate the insurance request and perform preliminary credential checks on the account to ensure the claims are from legit insurance holders. This will save additional resources, since our client no longer has to run background checks.

  14. Back-Office Automation for Insurance Companies

    Back-Office Automation for Insurance Companies

    Our services help you save time and cut down on costs by automating repetitive tasks and redundant workflows. You can bring back your team’s focus on core business functions by outsourcing insurance back-office process automation to us.

  15. Insurance Underwriting Services

    Insurance Underwriting Services

    We use advanced predictive analytics and sequential workflow algorithms to evaluate submissions based on multiple likelihood indices. Through our intelligent processes, we ensure that your underwriters can focus on key accounts, resulting in increased profitability.

Insurance Software we use

Vertafore Nexsure Aspire InsurancePro HawkSoft Agency Matrix Applied Agency Management Newton Agency Solution Agency Systems Insly SEMCAT A1 Tracker Jenesis Agent & Broker Software (ABS) SIBRO 1app - C2MS Insurance Software AgencyIntel QQCatalyst Board EverString Halo IBM SPSS Infer Insurance Analytics Radius SAS Advanced Analytics Statistica Decisioning Platform A1 Tracker ClickClaims PLEXIS payer platforms Record360 Virtual Claims Adjuster Bitrix24 Commission calculator CommissionsEZ CommissionTrac EvolveSPM GoalPost GreenWave Iconixx Incentive SPM inLOGIC.ca Advanced Insurance System Caseblocks Cases CRM Claims Manager DocuPhase HealthQx HEALTHsuite INSIS PCRS QUICK CAP Intuit QuickBooks Billbooks MYOB Invoice Studio Tradeshift Sage CheckMark MultiLedger Invoicera

Customers We Cater To

We offer several distinctive benefits to our customers as compared to our competitors. As your insurance service partner, we promise to offer services that are crafted to your individual needs and deliver in a timely manner. Serving global insurance agencies for almost two decades now, we have gained enough confidence to cater to clients from different domains. Some of our esteemed clientele includes -

  • Insurance administrators
  • Third-party administrators
  • Property and casualty insurance agencies

Why We Are The Preferred Back-Office Support Service Provider For Insurance Agencies

We can assure quick, seamless, flexible and premium quality insurance back-office services for agencies. Partnering with us for insurance agency solutions can help you leverage the following benefits -

  • Trained & Experienced Team

    A trained team of professional insurance agents with experience and expertise in managing insurance processes will cater to all your needs.

  • Quick Turnaround Time

    We offer lightning-fast turnaround time combined with 24/7 support for insurance agents, insurance agencies, and customers.

  • Compliance

    With us, you get assured compliance with insurance regulations and norms while accessing top-quality services.

  • Affordable Prices

    Our services ensure that there is an increase in productivity with a sharp reduction in overhead costs.

  • Data Security

    We follow complete confidentiality agreements and make sure that all your information is completely safe with us.

  • Assured Revenue Growth

    Our team at guarantees a rapid growth in revenue through multiple distribution channels.

  • Reduced Client Attrition

    We ensure that there is reduced attrition through consistent and rewarding customer experiences

Additional Services You Can Benefit From

Insurance BPO Services for Carriers

Insurance carriers can gain an edge over their competitors with our consolidated services. We help our clients create better business models for policy issuance and administration.

Insurance Services for MGAs

Our back-office support and other insurances services that we offer to MGAs helps them have a comprehensive understanding of market demands and get better results.

Insurance Back-office Management Services

Our back-office management services help insurance agencies, brokers, and carriers streamline processes and boost productivity and efficiency.

Insurance Lead Generation Services

We help our clients with insurance lead generation. We use a combination of data-driven marketing intelligence and effective strategy to generate more qualified leads.

Customer Success Stories

O2I Provided Back-office Support to a Texas-based Insurance Agency

We Provided Back-office Support to a Texas-based Insurance Agency

A reputed insurance agency approached us for managing their unique back-office tasks. Our skilled and experienced resources provided quick, efficient, and cost-effective services.

Read more
O2I Helped a Brokerage Consulting Firm With Policy Checking

We Helped a Brokerage Consulting Firm With Policy Checking

A well-known Chicago-based consulting firm was looking for a policy checking and COI service provider. Our team helped the client with cost-effective services.

Read more

Outsource Insurance Agency Back-office Support Services Needs To Us


Outsource2india has helped my business by providing a reliable and organized back-office team to assist me in my day-to-day activities. They are very responsive, and their communication is excellent.

President, Insurance Agency, Florida More Testimonials »

Over the last 23 years, we have gained extensive experience in working for global insurance agencies across time zones. We have successfully streamlined processes, minimized turnaround time, and reduced overhead costs for our partners. Offshoring your insurance agency back-office support services needs to us will let you take advantage of the following -

  • We can assure our clients of accelerated productivity with our cutting-edge services.
  • We invest in high-quality infrastructure and professional team members.
  • Our services have helped clients to invest in other core competencies of the company and generate better revenues.
  • Our experienced team of insurance agents is well-trained to handle any kind of insurance service request.

Get in touch with us today to find out how we can assist you with services that will be impactful for your enterprise.

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