Catalyit Premium Partner Since October 2023 | Last Updated February 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

Key Features

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

Core Business

Insurance Virtual Assistants – Staffing Solutions of Insurance agencies

How Insurance Virtual Assistants 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

Catalyit Team Review

Published: January 11, 2024

What we like:

  • Diverse Task Options: Insu serve-1 offers a broad spectrum of tasks, allowing agencies to select services that best fit their needs.
  • Emphasis on Technology and Accuracy: They leverage advanced technology to ensure high-quality service and precise outcomes.
  • Well-Developed SOPs: Their Standard Operating Procedures (SOPs) are meticulously crafted, ensuring consistent and efficient service delivery.
  • Round-the-Clock Service Model: Their 24-hour service availability throughout the business week ensures that your agency’s needs are met promptly.
  • Rapid Turnaround Times: Quick response and task completion times are a hallmark of their service.
  • Extensive Experience: With solid experience in multiple Agency Management Systems (AMS), they offer knowledgeable and adaptable support.
  • Longstanding Industry Presence: Their decade-long tenure in the business speaks to their stability and reliability.

Things to consider:

  • Virtual Assistants are not P&C License holders.
  • The service involves the use of shared Virtual Assistants.
  • Phone call support is not available.
  • Task options are limited to those offered by Insu serve-1.

Summary:
Insu serve-1 stands out in the world of insurance outsourcing and virtual assistance, having established a reputable presence for over a decade. They are renowned for their commitment to quality, accuracy, and responsiveness, offering custom solutions that cater to a range of administrative support needs in insurance agencies. Their service model operates 24/5, designed to scale and evolve according to your business requirements.

Final Thoughts:
For independent insurance agents seeking reliable, tech-driven administrative support, Insu serve-1 presents a compelling option. Their blend of technology, expertise, and flexible service models can significantly enhance operational efficiency. However, it’s important to weigh the limitations regarding task flexibility and the absence of phone support. Overall, Insu serve-1’s proven track record and specialized focus on insurance back-office processes make them a valuable ally for agencies looking to streamline their operations.

* Unbiased review based upon information and insights available.

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Insurance Virtual Assistants Resources

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

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

February 11, 2025 2 min read
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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