For retail agencies and brokers
Expand your resources
In our hands, your backlog can become new possibilities.
Boost your team
Start with the right people
Our experts become a part of your team, providing targeted support where it’s needed most.
From back office support to white glove customer service, we help create the capacity you don’t have. Just identify your gaps and our people will seamlessly integrate into your process, letting you focus on what’s important.
- Improve customer experience and employee retention
- Accelerate revenue growth
- Increase producer validation rates
- Get regulatory compliance support
Create seamless customer experiences
Featured solution:
Express IX®
Improve your client experience and retention with white labeled, end-to-end onshore customer servicing solutions. We help you maintain and grow client engagement without straining existing resources, as well as reduce the time and money you spend hiring and retraining service staff.
Reimagine the insurance customer experience
Learn how white-label solutions enhanced a broker’s account servicing
What’s the current state of CX in insurance?
Get targeted BPO support where it counts
Featured solution:
Business Process Management
Employee Benefits Outsourcing
It’s beyond standard back office support – our offshore teams are experts in P&C and Employee Benefits processes. They’ll take on anything you don’t have time to handle, from policy servicing to submission-to-issue.
Delivered during specific client engagements:
$7.08M
saved in operating costs
57%
reduction in policy checking times
6,746
backlogged processes eliminated in 6 months
Optimize the complete policy lifecycle
Learn about a small business unit’s return to profitability
Discover our Employee Benefits solutions
Find your process management and client service partner
Featured solution:
Premier+
Organization management is our bread and butter. You deserve a partner who can handle troubleshooting, finding solutions, and executing them flawlessly.
Delivered during specific client engagements:
15%
improvement in direct margin
85%
capacity lift for account managers
100%
of large account renewal deadlines met
Learn about our high-end staffing solutions
Why workflow optimization kept this broker profitable
Find regulatory compliance services for you
Featured solution:
Compliance
From insurance agency licensing requirements to comprehensive audits, our experts create customized compliance solutions that grow with your business. We identify and proactively address common regulatory problems and provide 24/7 access to information – so you know your obligations are met.
25+
years providing compliance solutions to the insurance industry
6K+
tax reports filed in 2023
50K+
corporate and individual licenses currently managed
See our regulatory compliance services for agencies
What causes consent orders?
Need a helping hand?
People make the difference – and ours are experts. Find out what the premium version of insurance outsourcing looks like.
Expand your team