Insurance BPO for Agencies & Brokers
Retention dies in service backlogs. A broker BPO pod clears tickets fast under your brand: COIs in hours, endorsements in days, remarketing well before expiration.
What the Service Center Covers
- COIs, evidence of property/auto IDs, and holder updates.
- Endorsements, mid‑term changes, ID cards.
- Renewal remarketing, submissions, and bind support.
- Certificate fulfillment portals and holder lists.
Results You Can Expect
- Renewal submission lead time: +2-4 weeks sooner.
- COI turnaround: same‑day for standard requests.
- Retention: +1-3% via proactive outreach.
Controls & QA
- Scripted communications; role‑based system access; field‑level QC; monthly scorecards.
FAQs
Can the BPO work in our AMS/CRM?
Yes-subject to access controls and your IT approvals. We operate in common AMS/CRMs with activity logs and QA sampling.
How do you ensure brand consistency in client emails?
We use approved templates, signatures, and tone guidelines; every outbound is sampled and audited for compliance.
