Insurance Agency Back Office

Streamline Insurance Agency Operations with Markspace Media's Back Office Support Services

Welcome to Markspace Media - Your Partner in Insurance Agency Back Office Excellence. We take pride in offering top-notch Agency Backoffice Services, designed to optimize your insurance agency's operations and enhance overall efficiency. Our virtual assistants are well-versed in handling the entire policy life cycle, from pre-sale to post-sale activities, providing you with comprehensive support throughout the journey.

Front Office Services: Quote to Premium

Our skilled virtual assistants are equipped with in-depth knowledge of popular CRM systems like EZL, Applied raters, AMS360, ImaeRight, NowCerts and HawkSoft. They meticulously handle front office tasks, including precise premium calculations, data integrity verification, efficient quote submissions to carriers using advanced rater tools, confirming quotes as per underwriting guidelines, and creating compelling quote proposals to win over your clients.

Offering Quotes for Various Coverage:

Preparing Acords for all type of Commercial policies, getting the quotes from carrier's and present to insured, follow up with insured on quotes for bind the policy. As per carrier, get the required documents from insured and upload/send to carrier. Send invoices to mortgagee or insured for payment.

Back Office Services: Application to Payment

Our virtual assistants take care of daily tasks and back-office processes, including seamless application processing for new business, promptly handling policy issues and changes, download processing and reporting for accurate data management, audit and policy activity reports for enhanced tracking, monthly reports and CRM system updates for comprehensive insights

Customer Service (CSR)

We understand the significance of excellent customer support. Our team efficiently handles inbound and outbound customer communications via email (non-voice), proactively monitoring and processing email inquiries, responding to common queries related to payments and current policy information, assigning tasks to the back-office and agency teams for swift resolution, and updating your CRM system to maintain a streamlined customer database.

Agency Operations Optimization

We serve as your extended office, providing complete support in research, verification, carrier analysis, and preparing saleable quotes for your customers.

IT Support for Agency

We understand the importance of seamless IT operations. Our team offers a range of IT support services, including website development, agency management system support, operating system and networking assistance, as well as PC and server setup and training.

Choose Markspace Media for Exceptional Insurance Agency Back Office Support. With our Agency Backoffice Services, you can streamline your operations, enhance customer experiences, and focus on driving growth for your insurance agency. Contact us today to explore how our tailored solutions can elevate your agency's performance to new heights