Services

Our thorough vetting enables reliable support

In an industry as dynamic and detail-oriented as insurance, having reliable support for back-end operations is crucial. Enter Insurassist, your trusted partner in providing highly skilled virtual assistants tailored specifically for insurance companies.

Through a thorough vetting process and comprehensive interviews, Insurassist ensures that every virtual assistant seamlessly integrates into your team, enhancing efficiency and allowing you to focus on what truly matters—serving your clients. With Insurassist, you gain more than just assistance; you gain a dedicated team member committed to your success.

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We can provide your agency with the following services

Policy Administration

Policy Issuance

  1. Data Entry for New Policies
  2. Verification and Validation of Policy Information
  3. Policy Delivery

Policy Renewal

  1. Automated Renewal Reminders
  2. Processing Renewal Applications

Policy Quoting

  1. Commercial Lines Quoting
  2. Personal Lines Quoting

Endorsements

  1. Handling Policy Changes
  2. Updating Policy Documents

Cancellations

  1. Processing Cancellation Requests
  2. Ensuring Proper Documentation and Compliance

Data Management

Data Entry and Maintenance

  1. Accurate Input of Policyholder Information
  2. Regular Updates to Customer Records

Data Analytics

  1. Generating Reports and Insights
  2. Supporting Data-Driven Decision Making

Document management

Digital Archiving

  1. Organizing and Storing Digital Records

Document Retrieval

  1. Efficient Retrieval of Documents
  2. Ensuring Data Integrity and Accessibility

Claims Management

Claims Intake

  1. Initial Claims Reporting
  2. Verification of Claim Details

Claims Processing

  1. Documentation Collection
  2. Coordination with Adjusters and Underwriters

Customer Service

Certificates Issuance

  1. Certificates of Liability
  2. Evidence of Property

Online Support

  1. Managing Email Correspondence
  2. Live Chat Support for Quick Resolutions

Billing & PAyments

Premium Billing

  1. Generating Invoices
  2. Sending Payment Reminders

Payment Processing

  1. Handling Premium Payments

Collections

  1. Managing Overdue Accounts
  2. Implementing Collection Strategies

MArketing Sales & Support

Lead Management

  1. Tracking and Managing Leads
  2. Following Up with Prospective Clients

Marketing Campaigns

  1. Assisting with Campaign Development and Execution
  2. Monitoring Campaign Performance

The Insurassist team has experience in many insurance management software system to ensure your team is leveraging the best technology to serve your clients. Software includes:

Sagitta logo
Indio logo
Applied Systems logo
CSR24 logo
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