Joined October 2023 | Last Updated May 2025

Insu serve-1 is a leading provider of comprehensive insurance back-office services, specializing in leveraging the expertise of our dedicated Insurance Virtual Assistants (IVAs). Tailored to meet the unique needs of independent insurance agencies, brokers, Managing General Agents (MGAs), and carriers, our services aim to streamline operations and enhance efficiency within the insurance industry.

Features & Quick Stats

5 ⭐Avg. User Rating

Key Features

  • Certificate Processing
  • Underwriting Support
  • Sales Support
  • Policy Management
  • Accounting & Bookkeeping
  • Claims

Core Business

Insurance Virtual Assistants – Staffing Solutions of Insurance agencies

How Insu serve-1 Helps Independent Agents & Brokers

Insurance back office services (VAs) support independent agents and brokers, allowing them to operate more efficiently, reduce costs, maintain compliance, and provide better client service. These services enable agents to focus on their core business functions and growth opportunities while delegating time-consuming and resource-intensive tasks to experts in the field.

Partnerships

Associate members of FAIA. IIAT, IIA of IL, MAIA, BIG I MI, NetVU, ACN, INA, PIA

Product Reviews

Reviews and Ratings

4.9

Based on ratings
Overall rating
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3/17/25

We would recommend them

Yes - we would recommend them. We have been using them for a couple of years and use them to pull together initial renewal quotes. They were especially helpful with our non-renewals.

Zane P President/CEO/Executive

Insu serve-1 Videos

Let's Talk Outsourcing with Insu serve-1
Let's Talk Outsourcing with Insu serve-1

Let's Talk Outsourcing with Insu serve-1

Insu serve-1 Product Spotlight
Insu serve-1 Product Spotlight

Insu serve-1 Product Spotlight

Catalyit Coffee Chat with Insu serve-1
Catalyit Coffee Chat with Insu serve-1

Catalyit Coffee Chat with Insu serve-1

Insu serve-1 Resources

Insurance Virtual Assistants: The Future of Insurance Agency Back Office Operations

Insurance Virtual Assistants: The Future of Insurance Agency Back Office Operations

February 15, 2024 2 min read
Ten Vital Components That Your Employee Benefits Broker Should Do

Ten Vital Components That Your Employee Benefits Broker Should Do

February 1, 2024 2 min read
Insu serve-1 Joins Catalyit Premium Solution Provider Program

Insu serve-1 Joins Catalyit Premium Solution Provider Program

October 4, 2023 1 min read

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