Features & Quick Stats
Key Features
- Expert support: Endorsements, claims, bookkeeping, and admin tasks handled for you.
- Seamless collaboration: Team works in U.S. time zones for smooth communication.
- Cost savings: Cut overhead and scale without extra hires.
- Focus shift: Free your team to prioritize sales and clients.
- Efficient workflows: Accurate, timely back-office operations.
Core Business
Our core business is providing insurance outsourcing support and virtual back-office services to companies looking to reduce operational costs and offload administrative burdens.
How SourceThrive Helps Independent Agents & Brokers
Our solution helps independent agents and brokers by taking over time-consuming administrative and back-office tasks such as endorsement processing, claims support, bookkeeping, and document management. This allows agents and brokers to focus more on client relationships and sales rather than paperwork. By streamlining operations and reducing overhead costs, we improve overall efficiency and accuracy, enabling agents to grow their business without adding extra burden.
Partnerships
We are a sister company of CRSP Connect, which offers support to accounting firms across the U.S. by providing comprehensive bookkeeping services.
Certifications & Awards
Currently, we don't hold any certifications, but we have applied for ISO 27001 and expect to achieve it soon. We are a registered firm in USA and India. Relevant industry awards or distinctions: As a startup, we haven't participated in industry awards or received formal distinctions yet. However, we've been successfully supporting clients across the U.S. and have garnered positive feedback and strong client satisfaction.
Subscriber Deals
10% if originated from Catalyit.