Stop losing $47,000 commercial policies because your producer was chasing certificates. We run your front desk so your team focuses on revenue.
Independent agencies lose 22% of producer capacity to tier-1 service work. Here's how "small" requests destroy big opportunities:
Your commercial producer was 10 minutes into a BOP quote when a certificate request came in. They broke focus, handled the COI, and never regained the thread with that prospect. Lost policy: $47,000.
Contractors need certificates same-day or they lose jobs. Your team averages 6 hours because producers handle their own. Slow turnaround = clients finding faster agencies.
"My basement flooded" at 8 PM Saturday. Your client leaves a voicemail, panics, and starts calling adjusters directly. By Monday, they've committed to a settlement without your guidance.
Payment questions, invoice confusion, and "why did my auto premium jump?" calls eat 15 hours/week. Pure administrative drag with zero commission attached.
You hired a CSR for $4,200/month. They took 90 days to train, quit after 8 months for a remote gig, and took your process knowledge with them. Back to square one.
You're too busy processing certificates to notice the $850,000 commercial account that hasn't heard from anyone in 11 months. They move at renewal without a conversation.
Insurance-trained support that handles logistics so producers handle relationships.
You walk us through your markets, appetites, and processes. We study your AMS/CRM and certificate workflows.
COIs, claims intake, billing questions, and after-hours emergencies go to us. Producers stay in sales conversations.
Reclaim 12 hours weekly per producer. Use it to quote, cross-sell, and deepen relationships with your best accounts.
Clear boundaries so producers stay in their zone of genius.
Same-day turnaround for contractors, vendors, and landlords. We verify coverage, build the cert, and deliver within 2 hours.
After-hours emergencies, initial documentation gathering, and adjuster coordination. We calm clients and capture details.
Invoice questions, payment processing, premium financing setup, and "why did my rate change?" explanations.
Vehicle additions, driver updates, address changes, and coverage limit adjustments. We document and queue for your team.
Weekend and evening emergency triage. Real emergencies get escalated; routine anxiety gets handled immediately.
We handle the back-and-forth with underwriters, adjusters, and carrier service teams so you don't have to.
🎯 You Handle: Risk analysis, coverage strategy, renewal negotiations, high-value client relationships, and complex commercial quoting.
Less than one CSR. More coverage than three.
For independent agencies with 3-20 producers
See exactly how much "doing it all yourself" is costing you.
Everything you need to know about handing off your front desk.
Get your agency operations secured this week.
In 15 minutes, we'll map your current service bottlenecks and show you exactly how much producer time you'll reclaim.
