- Staffing
- Industries
- Insurance agencies
More quotes out, more renewals kept, less time in the AMS.
Agency producers spend too much time on service work. Remote account assistants and sales support staff handle quoting preparation, renewals and service requests.
Where the hours and the revenue leak.
Service work crowds out selling
Producers handle endorsements and certificates instead of new business.
Renewals without review
Policies renew without proactive contact, inviting competitors in.
Slow quote turnaround
Gathering information for quotes takes days instead of hours.
Seats insurance agencies typically fill.
Client Intake Specialist
Qualifies new inquiries within minutes, gathers the facts your team needs, runs conflict and eligibility checks against your criteria, and books the consultation.
Customer Service Agent
Handles inbound tickets, calls and chats against your knowledge base and policies, resolves what can be resolved at first contact, and escalates the rest with full context.
Remote Sales Representative
Follows up every lead, runs discovery calls, sends proposals and keeps the CRM honest — so the opportunities your marketing pays for actually get worked.
Data Entry & Admin Specialist
Enters, cleans and maintains records across your CRM, ERP and spreadsheets with documented accuracy checks.
Lead Generation Specialist
Builds targeted prospect lists, verifies contact data and runs first-touch outreach so your closers spend their time in conversations, not spreadsheets.
An independent P&C agency
- 01 Inbound quote requests are collected and entered into the AMS the same day.
- 02 Renewals are reviewed 60 days out and clients contacted.
- 03 Certificates and endorsements are processed by the service assistant.
- 04 Producers spend their week on new business conversations.
Illustrative example of a typical engagement.
Staff perform unlicensed support tasks only, work inside your agency management system and follow your carrier and state requirements.
How we vet and secure every seat →Asked by insurance agencies.
Further reading
Tell us the seat you cannot keep filled.
Send the role, the hours and the tools. We come back with a written specification, a cost figure and a shortlist timeline — usually within two business days.