Agency Backoffice

Our agency growth assistant provides support for handling the entire life cycle of policy. From pre-sale (Quote) to Policy and post-sale which are audits, renewals, reports, and document management. We have skilled and trained VA on CRM systems like HawkSoft and AMS360, and raters like Eazylynx and PLRater. The service is divided into 2 parts as below -

Quote to Premium Service (Front Office Services)

A comprehensive premium calculation with different scenarios of “Coverage and Discounts”.

Quote Types

We can deliver following type of quotes for your customers.

• Auto
• Home
• Other

Application to Payment (Back Office Services)

• Daily Tasks
• Application Processing
• Policy Issues and Changes

Customer Service (CSR)

Our Customer Service (CSR) solution offers comprehensive support to insurance agents, handling policy-related tasks with precision and efficiency. We act as an extension of the agency, allowing agents to focus on customer acquisition and business growth while we manage back-office responsibilities.

Key Features:

1. Comprehensive Policy Servicing & Modifications:

We efficiently manage a variety of policy changes, including adding or removing drivers, adjusting coverage, updating mortgage or lienholder information, and applying discounts, all in strict adherence to agency and carrier guidelines.

2. Customer Record Updates & Management:

We update customer information, handle policy downloads, and maintain complete and accurate records. For carriers without download features, our team ensures manual updates are performed promptly and accurately.

3. Payment Processing & Reminders:

We manage policy payments directly through carrier websites, ensuring agents can rely on us for secure and confidential processing. Additionally, we generate monthly reports, verify payment statuses, and, with agent authorization, send payment reminders to customers to avoid missed deadlines.

4. Certificate Printing & Inbox Management:

Our team handles Certificate of Insurance (COI) printing, attaching them to customer records for easy access. We also offer exclusive inbox management for select agencies, sorting and responding to inquiries, organizing correspondence, and logging actions in the agency management system for full transparency.

5. Seamless Task Management via growth.insure:

Our B4B platform, growth.insure, streamlines task exchanges between agents and our team. With HawkSoft integration, agents can submit servicing tasks directly, track their progress in real time, and prioritize actions based on urgency.

6. Policy Activity Reporting:

We generate detailed policy activity reports, tracking renewals, cancellations, and other key events. These reports help agents monitor their business health and take proactive actions, such as contacting customers for payment or renewal follow-ups.

7. Auditing & Compliance Support:

Our auditing services ensure that policies maintain consistent coverage and discounts throughout their lifecycle. We also log every communication to protect agents from liability, ensuring they have documented evidence to counter any false claims by customers regarding coverage.

In summary, our Customer Service (CSR) offering delivers exceptional back-office support, from policy updates and payment processing to inbox management and compliance auditing. By handling these essential tasks, we allow agents to operate more efficiently, retain clients longer, and focus on growing their business. Our partnership-driven approach, combined with HawkSoft integration, ensures seamless workflows and a superior customer experience

Expert Remarketing

Proactive Re-marketing Process

o As policies approach renewal, we automatically re-shop them across multiple carriers to identify better pricing or improved coverage options.
o This proactive strategy helps agents retain clients by offering optimal policy solutions without the customer needing to ask.

User-Friendly Quote Review Sheet

o We consolidate all the re-quoted premiums and relevant policy details in a well-structured, easy-to-read quote review sheet, available in Excel and PDF formats.
o This sheet includes carrier comparisons, coverage details, underwriting insights, renewal premiums, and a breakdown of scenarios (e.g., with and without discounts).

System Integration & Control

o Our remarketing is streamlined through our in-house GI system, giving agents real-time access to the status of re-quote requests.
o With the HawkSoft integration, agents can trigger remarketing tasks directly from their agency management system (AMS) and track them end-to-end

Efficiency & Accuracy

o Every remarketed quote follows strict underwriting guidelines to ensure accuracy and compliance with carrier requirements.
o We handle the complete remarketing process, from carrier comparisons to policy analysis, allowing agents to focus on customer relationships and growth efforts.

Maximizing Customer Retention

o By remarketing existing policies with competitive quotes at renewal, we reduce the risk of churn and strengthen long-term relationships between agents and their clients.
o Agents can focus on cross-sell and referral opportunities while relying on us for backend quoting and re-shopping efforts.

SUMMARY

Our Expert Remarketing service ensures that agents are always equipped with the most competitive quotes for their clients, helping them maintain high retention rates and grow their business. With a smooth, automated process and comprehensive quote review sheets, agents gain efficiency, transparency, and better control over their remarketing efforts.

Expert Remarketing++

Our Expert Remarketing++ service takes remarketing to the next level by seamlessly integrating with HawkSoft—the agency management software used by our clients. This advanced integration with our platform, growth.insure ensures efficient workflows for policy renewals and new business processing.

Key Advantages:

1. Enhanced with HawkSoft Integration:

o We utilize HawkSoft’s API to pull critical policy data, such as renewal dates, policy status, carrier name, premium details, and customer information, directly into our system.
o This integration allows us to create a centralized portal displaying policies up for renewal and new business opportunities in real time, helping agents stay on top of their portfolios without manual effort.

2. Optimized Policy Review & Requote Workflow:

o Through the portal, our team proactively identifies renewing policies and evaluates them for re-quoting based on the agency's guidelines.
o By ensuring that agents get competitive quotes at renewal, we empower them to retain customers and minimize churn.

3. Streamlined Quote Review with Premium Sheets:

o Just like with our standard expert remarketing, agents receive detailed quote review sheets summarizing carrier comparisons, coverage scenarios, and premium insights in a user-friendly format.
o Agents can make quick decisions using these sheets without digging through multiple sources.

4. Integrated Growth & Time Management Benefits:

o With GI's expert assistance managing the backend tasks—such as quote generation, policy modifications, and customer retention efforts—agents gain more time to focus on new business acquisition and customer relationships.
o The result is faster business growth as agents can operate more efficiently without being burdened by administrative tasks.

5. Proven Results with growth.insure Platform:

o Since launching in 2015, our B4B platform has facilitated seamless task exchanges between agents and our team. With HawkSoft integration, this workflow is further optimized, providing end-to-end visibility of every policy lifecycle and ensuring no opportunity is missed.

In summary, Expert Remarketing++ with HawkSoft integration not only simplifies renewal management but also ensures that agents can focus on growing their business. This enhanced workflow, combined with our expert handling of back-office tasks, delivers exceptional value by driving higher customer retention and operational efficiency.