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Insurance services

We build dedicated teams of insurance professionals to improve your processes and reduce your administrative workload. Let your account managers and agents focus on serving your clients while we take care of the rest.

Our CISR Team leaders are Certified by The National Alliance for Insurance Education and Research

Maintain an open and direct line of communication to your dedicated team members

Continuing education training culture – Taskforce Academy and Kaplan

Administrative and Customer Support Services include

  • Insurance Policy Checking
  • Endorsement
  • Submissions
  • Applications
  • Customer Service Reps
  • Claim Adjustments
  • Loss Run Reports
  • General Data Entry
  • Commission Reconciliation
  • Customized Services
  • Issuing Certificates
  • Proposals
  • Quotes
  • Statement Reconciliation
  • General Accounting Tasks

Drop us a line!

We are here to help and answer any questions you might have.
We look forward to hearing from you.