Back-Office Processes

Focus on Providing Value to Clients.

Schedule a call to discuss your insurance agency’s needs
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We Get the Behind-the-Scenes Work Done

Outsourcing your back-office tasks to Virtual Insurance Pro (VIP) provides you with operational efficiencies. Your staff will spend less time on the day-to-day, behind-the-scenes tasks that take them away from client-facing servicing and new business generation. You’ll also reduce labor costs as there is no need to spend resources on hiring additional staff to do the heavy lifting, paying for a benefits package, onboarding, and training. You get insurance professionals with VIP working for you without the headaches of an expanded staff.

In addition, your customer service reps and account managers will have more time to upsell, cross-sell, and bring in more revenue. You’ll retain the talent you have and increase your financial bandwidth to add more producers to your agency’s team.

Our Back-Office Services

 

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Policy Checking
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Renewal Policy /Endorsement Processing
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Ordering Corrections to Incorrectly Processed Endorsements and Renewal Policies
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Forwarding Manually-Issued Endorsements and Renewal Policies to Insureds, Lienholders or Mortgagees
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Updating Your Agency Management System with Current Policy Information
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Miscellaneous Mail Processing/Handling
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Special Projects for Newly-Acquired Books of Business

Our Other Services

We also provide other key services that could help your agency grow faster and boost your bottom line.

 

Schedule a call to discuss your insurance agency’s needs

Focus on Your Next Opportunity

Today’s tight labor market and the high cost of recruiting and retaining talent, combined with the need to meet and exceed customer expectations, make it difficult for account managers and executives to focus on business expansion, client account development, new industry segments, and new marketing solutions. VIP gives you the talent and time your agency requires to compete on a level playing field and grow your agency.

 

Schedule a Call with Us
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