Services
Insurance-trained Back-Office Support for Independent Agencies
Insurassist provides insurance-trained virtual assistants supporting independent agencies across the United States and Canada. We integrate them into your agency management system and carrier workflows to handle policy checking, endorsements, renewals, certificates, billing support, and client communication—so your producers and CSRs can focus on revenue-generating work.
We can provide your agency with the following services
Policy Processing & Account Servicing
We support daily servicing activities inside your AMS, ensuring accuracy, compliance, and carrier alignment.
- New business policy setup in AMS
- Policy issuance follow-up with carriers
- Policy checking and verification
- Renewal processing and remarketing support
- Processing endorsements and mid-term changes
- Cancellation processing and reinstatement tracking
- Documentation of all activity notes in system
Certificates & Evidence Processing
Timely and accurate certificate handling to protect agency E&O exposure.
- Certificates of Liability Insurance (COIs)
- Evidence of Property Insurance
- Additional insured endorsements
- Certificate tracking and documentation
- Compliance verification per contract requirements
Claims Intake & Documentation Support
We assist with first notice of loss and claims documentation workflows.
- First Notice of Loss (FNOL) intake
- Initial claims reporting to carriers
- Documentation collection
- Status follow-ups
- Coordination support between insured, adjuster, and carrier
Client Communication & CSR Support
We support daily client servicing communications across channels.
- • Managing insured email correspondence
- • Renewal follow-up communication
- • Policy document delivery
- • Coverage clarification support
- • Live chat and inbound message handling
Commercial & Personal Lines Quoting Support
We assist with quoting preparation and carrier submissions while maintaining underwriting accuracy.
- Commercial lines submission preparation
- ACORD form completion
- Personal lines comparative quoting support
- Gathering loss runs and underwriting documentation
- Carrier follow-ups
- Proposal assembly support
Data & Agency Management System Support
We maintain clean, organized, and auditready records inside your AMS.
- Accurate client data entry
- Updating policyholder records
- Activity note documentation
- Digital file organization
- Audit preparation support
- Report generation for management insight
Billing & Accounts Receivable Support
We help agencies maintain consistent premium collection processes.
- Invoice generation support
- Premium follow-up reminders
- Payment tracking documentation
- Managing receivable aging reports
- Supporting collection workflows
Agency Growth & Producer Support
We assist agencies in maintaining consistent pipeline activity and marketing execution.
- Lead tracking inside CRM
- Producer follow-up reminders
- Marketing campaign support
- Database segmentation
- Proposal presentation preparation support
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:
