Service Details

Agency Backoffice

Our virtual 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”.

  • Verify data integrity.
  • Submit quotes to carriers using rater tools.
  • Confirm quotes for acceptance according to UW guidelines.
  • Create quote proposals.
Quote Types

We can deliver following type of quotes for your customers.

  • Auto (Private Passenger)
  • Motorcycle
  • Trailer (RV)
  • Boat
  • Commercial Auto
  • Non-Owned Auto
  • Homeowners
  • Renters
  • Dwelling Fire
  • Condo-owners
  • Condo Landlord
  • Umbrella
  • Mobile Home
  • Earthquake and Flood
  • Vacant Dwelling
  • Commercial General Liability Quotes
  • Workers Comp Quotes

Application to Payment (Back Office Services)

  • Download Processing
  • Download Report
  • Audit – New Business
  • Policy Activity Report (PAR)
  • Policy Count Reports
  • Monthly Report
  • Update CRM System
  • Auto Insurance Application
  • Home Insurance Application
  • TDP Insurance Application
  • Life Insurance Application
  • Builders Risk Application
  • Vehicle addition/Replace & Removal
  • Driver addition
  • Driver Removal
  • Mortgage Change
  • Lien Holder change
  • Coverage change on Vehicle - (Mortgage Etc)
  • Certificate of Policy

Customer Service (CSR)

We offer service to handle inbound and outbound customer communications and support via email. (Non-Voice)

  • CSR - Email Box monitoring
  • CSR - Email Processing
    • Respond to common queries.
      • Payment Related
      • Current Policy Related Information
    • Move emails for Agents and Subagents.
  • Create Tasks for the Back Office Team and Agency team
  • Update CRM system

Marketing Data Service

Software Tool

Growth.insure has built a data mining tool to gather potential customer data at each county level. This data is all about the property transactions in that county for each fiscal year. Our data mining tool can filter this data as per the agent’s marketing strategy and provide it for further filtering for Data Services Team.

Data Service

The filtered data provided by this tool is then further processed manually and with additional checks and criteria. GI team then delivers agency specific list for marketing purposes. The agency can then give to mass emailers.

Agency Operations

This is our core service where we work as your extended office. Our VA provides complete support with regard to research and verification, analysis of various carriers and finally giving you the salebale quote for your customer. Our Hawksoft-certified VA can provide expert opinions on the 'how-to" analysis of CRM for optimal use.

Marketing Tool

Marketing is very important for any Business. We provide you opportunities to reach out to the right audience with your service by various methods & channels, social media, direct mail, etc. It is a very well known fact that the better you know your customer, the brighter are your chances to have a lucrative interaction.

AGENCY OPERATIONS OPTIMIZATION (PRE-SALES)

Through our precise deep domain knowledge & highly trained staff we provide complete insurance_back_office_support which includes our core activity of Quotes Preparation and analysis. Through your chosen carriers we process & analyze quote information after customer data extraction & verification in order to provide you a single view comparison for the lower premiums and best coverage for your end customer. This is achieved very efficiently by us to ensure fast turnaround time to enable an Agent to grab the opportunity in time.

AGENCY OPERATIONS OPTIMIZATION (POST-SALES)

We believe post sales activities are just as critical as the pre-sales, our dedicated team works on all post sales activity on policy management & BI reports to provide a quick view of the policy activities on a daily, weekly & monthly basis. This analysis helps agents to prepare retention strategies & communicate more effectively with the customers with suitable policy options, resulting in a better customer experience & prevent loss of customers.

IT Support for Agency

Our team can support the different IT needs of an agency.

Service: Application and Infrastructure Support

  • Website development with static and dynamic responsive webpages.
  • Agency management systems/CRM support (HawkSoft)
  • IT Support – Operating System / Networking.
  • PC and Server Set up and Training.