Features & Quick Stats
Key Features
- Certificate Processing
- Underwriting Support
- Sales Support
- Policy Management
- Accounting & Bookkeeping
- Claims
Core Business
How Insu serve-1 Helps Independent Agents & Brokers
Partnerships
Associate members of FAIA. IIAT, IIA of IL, MAIA, BIG I MI, NetVU, ACN, INA, PIA
Product Reviews
Insu serve-1 Videos
Insu serve-1 Resources
Product FAQs
Outsourcing
BPO-E&O Policy?
Yes
BPO-Minimum term of engagement
Two Months
BPO-Operations center/team based
[India]
BPO-Agency able to interview and select support staff
Yes
BPO-Staff located only on-site?
Yes
BPO-Background check as part of your hiring process?
Yes
BPO-Contract termination process?
Yes
BPO-Ideal agency size to work with
[1-5, 6-10, 11-25, 26-50]
BPO-Cybersecurity policies/measures?
Yes
BPO-Outsourcing services provided
[Policy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations]
BPO-AMS familiar with
AMS360, QQCatalyst, Sagitta, BenefitPoint, Applied EPIC, EZLynx, TAM, HawkSoft, Veruna, Salesforce
BPO-Minimum term of engagement required?
Yes
BPO-Quality control/reviews/accountability for your staff?
Yes
BPO-Onboarding time
Less than a week
BPO-Staff device policies
[Devices used are company-owned, Company has control of the computer, Staff are blocked from downloading and saving files, Company uses a third-party for security protection, Company provides VPN and/or encryption between devices, Company provides real-time monitoring of staff devices, Devices are only connected via ethernet cable]
BPO-Agency data stored on your network?
No