Policy Administration & Processing
New business application intake and data entry
Quote preparation and comparison across carriers
Policy issuance and documentation
Renewal processing and remarketing
Endorsement requests and policy changes
Binder, certificate, and ID card issuance
Policy cancellation processing and documentation
Client Service & Communication
Responding to client inquiries via phone, email, or SMS
Scheduling policy reviews and renewal appointments
Sending reminders for required documents, payments, or signatures
Providing coverage explanations and documentation to clients (within agency guidelines)
Assisting with claims intake and status tracking
Sales Support & Lead Management
CRM data entry and maintenance (NowCerts, EZLynx, AMS360, HawkSoft, etc.)
Outbound follow-up on warm leads and past prospects
Appointment setting for producers
Cross-selling opportunities identification
Lead list research and organization
Billing & Compliance
Payment posting and billing reconciliation
Tracking of underwriting requirements and follow-up
Compliance checklists and document storage
Carrier portal management for policy updates and uploads
Integrated AI & Automation Tools
AI-assisted ACORD form completion from client intake
Automated lead follow-up sequences (email/SMS)
AI-powered quote comparison and proposal generation
Workflow automations for renewals, cancellations, and claims follow-ups
With our insurance-trained Colombian team, you gain professionals who understand US insurance workflows, carrier systems, and client expectations — allowing your agency to write more business, improve retention, and reduce administrative strain.
