Streamline operations, minimize operational costs, and secure regulatory compliance with seamlessly scalable insurance agency back office outsourcing solutions.
Reliable Insurance Agency Back Office Services for Growing Insurance Agencies
Modern insurance carriers are shifting towards a "click and pick online" approach instead of sticking to traditional methods that relied more on interpersonal relationships and mutual trust. As a result, insurance agencies are now also facing a soft market and lower margins. For an insurance agency to stay relevant, it must operate efficiently while automating as many processes as possible.
Even with the latest marketing strategies and real-time quoting tools, some tasks are best handled by professional insurance BPO service providers like Flatworld Solutions. With over two decades of global expertise, we deliver best-in-class insurance agency back office support, powered by advanced automation, helping insurance firms scale effortlessly and run smarter.
We provide customized back-office solutions that perfectly integrate with your existing workflows and align with your agency's culture. From policy administration and claims processing to renewals and billing, we serve agencies, carriers, and MGAs across Property & Casualty, Life & Health, and Specialty lines, among others.
Partner with Flatworld for back-office support for insurance agencies and focus your resources on growth and customer relationships.
Comprehensive Insurance Agency Back Office Outsourcing Services We Offer
Insurance Quote Summary
Save your producers hours of manual work by compiling multi-carrier data and extracting financial ratings. Our experts prepare accurate quote comparisons and deliver clean summaries using advanced tools, so that you can enhance client presentations and secure more business for your insurance agency.
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Policy Issuance & Policy Servicing
We handle policy setup, changes, and delivery through streamlined workflows and AMS integration to ensure accuracy, compliance, and a better client experience. Leverage our advanced workflows to issue policies fast and manage ongoing servicing requests to minimize errors and delays.
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Endorsement Processing Services
Avoid service backlogs efficiently while managing mid-term changes and endorsements. We use structured data checks to process your coverage updates, cancellations, and reinstatements, improving turnaround time and reducing your administrative workload.
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Policy Checking
Eliminate costly errors in your policy documents to receive accurate policies on time. Our expert review team verifies the terms of coverage to detect discrepancies and make corrections by coordinating with carriers and using automated audit tools.
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Insurance Renewal Exposure Summary
We track exposures, send reminders, and capture adjustments in advance using proactive monitoring systems. This simplifies renewals without overlooking any detail, resulting in improved retention and strong client relationships.
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Loss Run Processing
Deliver accurate loss run data for underwriters to make informed decisions. Our teams manage requests, validate information, and escalate missing data using structured communication protocols, helping agencies present clean risk profiles during renewals.
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Insurance Claims Administration
Streamline claim handling with back-office support for investigation, compliance application, and fraud detection. We hold a proven expertise in speeding up complex resolutions while minimizing errors and risks during claim processing and settlements.
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Certificate of Insurance (COI)
Meet the most challenging client deadlines while managing requests, updates, and renewals. We ensure fast and accurate issuance of certificates with efficient third-party coordination and digital tracking to improve reliability and boost the trust factor.
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Billing & Accounts Receivable
Maintain accurate records of invoicing and collections management to improve the cash flow of your agency. We are skilled in various billing and accounting back-office tasks such as installment schedules, payment tracking, and follow-ups with carriers using automated billing systems. This translates into reduced delays and enhanced revenue consistency.
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Insurance Bookkeeping
Outsource expert bookkeeping support to reconcile accounts, validate transactions, and monitor discrepancies. Our seasoned bookkeepers maintain clean financial records and reduce fraud risk using accounting software and audit-ready reporting standards.
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Data Management, Cleanup & Migration
We handle deduplication, migration, and structured data checks to keep your data accurate and easy to access. Our data management support facilitates smooth transitions and helps businesses make data-driven decisions.
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Customer Communication / Policyholder Support
hieve new heights of customer satisfaction with our specialized inbound and outbound customer support. Our Lean Six Sigma-driven workflows facilitate personalization and provide policy updates through omnichannel support, reducing Non-Value-Adding (NVA) steps and strengthening retention.
QQCatalyst Management Services
Leverage our expertise in Vertafore's QQCatalyst platform to manage operations, sales, and reporting. We configure workflows, maintain data, and optimize usage, helping agencies focus on growth while we manage the system.
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Insurance Underwriting Services
Get accurate and efficient risk assessments with our specialists' support in P&C, Life & Health, and Specialty lines. We accelerate underwriting with analytics tools and reinsurance knowledge for strict regulatory compliance and faster turnaround times.
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Document Indexing & Filing
Digitize, label, and index your documents using our client-specific naming conventions and secure platforms. We organize critical documents for quick access to make retrieval effortless, especially crucial during audits or client requests.
Read MoreWhat Makes us an Ideal Partner for Insurance Agency Back Office Support
We understand that the key to laying a solid foundation for growth is the insurance agency's ability to adapt and reuse critical assets while streamlining its business processes. With Flatworld Solutions, insurance agencies can be assured of fast, flexible, and high-quality solutions to their insurance BPO needs. Outsourcing insurance agency back office support to us unlocks the following benefits:
Experienced Insurance Specialists
Our professionals handle diverse back office requests with precision, especially trained in Property & Casualty, Life & Health, and Specialty lines. We ensure accuracy, compliance, and value-added insurance agency back office support.
Faster Turnaround Times
Round-the-clock insurance agency back office support with multiple delivery centers around the world. We ensure 24/7 coverage for accelerated and uninterrupted policy processing, claims handling, and renewals.
Cost-Effective Operations
By outsourcing insurance agency back office support to our experts, you reduce your overhead costs without sacrificing quality. We eliminate the expense of hiring and training in-house staff, while improving productivity and focusing your valuable resources on growth.
Scalable and Flexible Solutions
Seamlessly adjust your operations during peak renewal seasons and quieter periods. We offer insurance agency back office support in customizable service packages to address your agency's specific needs and gaps, ensuring agility without disruption.
Compliance Assurance
As a leading provider of insurance agency back office support, we are committed to ensuring our agents are always updated and well-trained on compliance protocols to help our clients stay compliant and steer clear of legal risks.
Complete Data Security
Rest assured of your data protection as our ISO-certified security practices maintain strict privacy standards using secure systems. Our secure back office support for insurance agencies safeguards sensitive policyholder data by following international data protection protocols, boosting reputation and trust value.
Additional Services You Can Benefit From
Beyond our core insurance back office services for agencies, benefit from our wide range of other specialized services for evolving industry demands and standards. Explore our additional services to promote customer growth while staying prepared for future challenges, ideal for carriers, MGAs, and insurance agencies:
Insurance BPO Services for Carriers
Our comprehensive services help insurance carriers gain an edge over their competitors with better business models and efficient operations in policy issuance, administration, and maintenance.
Insurance Services for MGAs
We offer back-office support to MGAs, such as managing underwriting, reporting, and policy administration tasks. Our domain expertise with analytics platforms helps MGAs make quick decisions and shorten turnaround time.
New Business Support / Policy Onboarding
Accelerate policy setup by processing applications, validating data, and issuing policies accurately. Our teams leverage AMS integrations and automated validation systems to minimize errors, ensuring faster onboarding and better client experiences.
FNOL (First Notice of Loss) Intake
Capture claim notifications promptly and reduce settlement delays. Using structured intake workflows and digital tracking, we ensure accurate policy verification and documentation, improving claim cycle times and customer satisfaction.
Regulatory Compliance & Reporting
We monitor requirements, prepare audit-ready reports, and ensure adherence to help businesses stay compliant with evolving insurance regulations. Our compliance tracking tools are proven to reduce legal risks across diverse industry verticals.
Disaster Recovery Services
Our disaster recovery frameworks ensure critical back-office functions continue seamlessly during disruptions, as well as recovery for lost data. We help business protect their continuity with backup systems and redundancy planning, minimizing downtime, preventing loss, and maximizing productivity.
Call Center Services
Our trained agents manage inbound and outbound interactions using CRM and omni-channel tools to enhance your customers' satisfaction. By establishing a responsive communication support, we address any query, deliver timely updates, and reach new customers with tailored strategies.
Lead Generation Services
We apply data-driven marketing intelligence and advanced analytics to boost the growth of your business through our targeted lead generation strategies. Get qualified and approved leads that help businesses reach new markets and scale revenue while focusing on core operations.
Writing Success Stories with our Insurance Agency Customer Service Outsourcing
Insurance Agency Back Office Support for a New Division of a Texas-Based Firm
A leading insurance agency in Texas sought insurance agency back office support to launch a new division. We built and trained a skilled team in just 30 days, leveraging AMS expertise and customized workflows. This resulted in scalable, compliant, and cost-effective operations that exceeded expectations and expanded our partnership.
Read MorePolicy Checking & COI Support for a Chicago-Based Commercial Insurance Firm
A commercial insurance company in Chicago and Los Angeles needed immediate policy checking and COI support integrated with their EPIC system. We built a trained team, eliminated recruitment costs, and ensured timely, accurate processing. The result was seamless compliance, faster turnaround, and significant cost savings.
Read MoreOutsource Insurance Agency Back Office Support Services
At Flatworld Solutions, we have set high standards for the quality of our work and business ethics. We bring a combination of high-end infrastructure, professional insurance agency back office support services teams, and extensive experience for insurance firms. With our tailored support, you can overcome shrinking margins and focus on growth with confidence.
Our insurance agency customer service outsourcing services continuously improve with the evolving standards to help our clients stay ahead of evolving regulations. We enable easy access to real-time policy and billing data, so that your agency can transition out of outdated legacy systems.
Contact us today for the Flatworld advantage of scalable, accurate, and reliable insurance agency back office support.
FAQ
Our skilled compliance experts give professional assistance to brokers for skillfully navigating through insurance regulation challenges and Affordable Care Act (ACA) specifications. They are updated and trained on both state and federal level state laws, and resolve the most complex scenarios. This keeps the brokers and clients protected and prevents service delivery interruptions.
Brokers gain access to advanced platforms and dedicated technical support, covering:
- Platform Onboarding & Troubleshooting: Support for Applied Epic, Vertafore AMS360, QQCatalyst, Salesforce, and others.
- System Integrations: Easy integration of the CRM, quoting, and agency management software.
- Data Support: Data migration, backups, and recovery.
- Digital Processes: E-signature implementations with electronic document management for speed and accuracy.
This expertise ensures brokers maximize efficiency, adapt to new technology seamlessly, and remain competitive in the digital age.
Account managers are reliable partners who provide:
- Communication Support: Serving as liaisons between agencies, carriers, and other clients.
- Problem-Solving: Efficient settling of billing, policy, and claim problems.
- Growth Guidance: Seeking ways to grow the business.
- Strategic Insights: Gaining best practices from industry leaders such as Chubb and The Hartford.
Brokers have access to a rich repository of marketing assets, including:
- Adjustable Collateral: This includes presentations, brochures, and other digital assets that match the brand image of the agency.
- Carrier-Approved Materials: They have Pre-built and standardized forms and templates according to the standards of the relevant industries.
- Engagement Tools: They boost engagement through strategies like newsletters and client-facing guides and facilitate streamlined communications.
These publications are time-saving, visibility-improving, and position the broker as a trusted advisor to the competitor.
Sales support services expedite the process for brokers through:
- Strategy & Quoting: Customized quotes, proposals, and compelling sales pitches.
- Enrollment Support: Specialized teams, including Spanish-speaking enrollment professionals, provide seamless communication.
- Operational Backup: Holistic support so the brokers can attend to relationship building and closing sales.
Pricing depends on policy volume, administrative complexity, and service scope. We offer per-task, hourly, and monthly subscription-based pricing models. Custom packages are tailored after assessing your agency's workflow requirements.
Routine tasks like data entry and certificate issuance are completed within 24 hours. Claims, renewals, and reconciliations follow structured SLAs. We ensure faster turnaround times without compromising accuracy or compliance.
Yes, our insurance agency back office support can manage large-scale back-office operations for agencies and brokerages. Scalable teams support policy servicing, claims administration, and reporting. Our workflows maintain efficiency even during seasonal surges.
Absolutely! We adhere to NAIC, SOC 2 Type 2, and ISO/IEC 27001 requirements. Information is encrypted, tracked, and stored in strict confidence. Multi-level QA guarantees accuracy and compliance with regulations.
Dedicated managers provide real-time updates, status reports, and escalations. Communication happens via email, dashboards, and scheduled review calls. Client feedback loops refine processes for continuous improvement.
We support agencies serving property, casualty, health, auto, and specialty lines. Services include claims, renewals, accounting, and policy administration. Each solution is customized to enhance agency efficiency and client service.
We provide a complete suite of insurance agency back office support services service such as policy checking, claims handling, COI processing, billing, renewals, underwriting, and accounting. With AMS platforms and automation, we provide accurate and compliant services with quick turnaround.
Outsourcing insurance agency back office support can result in significant savings in recruitment and training costs, as compared to in-house staff and infrastructure development. Our qualified professionals, equipped with process automation strategies and tools, offer 24/7 assistance from low-cost delivery centers, boosting ROI and allowing a space for improvement in margins and investments to grow.
Yes, our insurance agency back office support can scale with your agency's needs. We quickly expand support during peak demand and streamline during slower periods. Flexible staffing and cloud-based systems ensure agility, cost control, and reliable back-office efficiency at every stage of growth.
Live chat with us
USA
Flatworld Solutions
116 Village Blvd, Suite 200, Princeton, NJ 08540
PHILIPPINES
Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000
KSS Building, Buhangin Road Cor Olive Street, Davao City 8000
INDIA
Survey No.11, 3rd Floor, Indraprastha, Gubbi Cross, 81,
Hennur Bagalur Main Rd, Kuvempu Layout, Kothanur, Bengaluru, Karnataka 560077
