Features & Quick Stats
Key Features
- Certificate Processing
- Underwriting Support
- Sales Support
- Policy Management
- Accounting & Bookkeeping
- Claims
Core Business
How Insurance Virtual Assistants Helps Independent Agents & Brokers
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.
Product Reviews
Insurance Virtual Assistants Videos
Insurance Virtual Assistants 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