Insurance Agency Outsourcing Services
Efficiently managing your back office, so you can focus on the front line
Insurance Business Process Outsourcing
Invisible Hand was created to help address the labor challenges insurance agencies continually face.
Our goal is to shift operational, accounting, and administrative tasks away from customer-facing CSRs and agents to allow them to focus on developing, maintaining, and expanding insurance client relationships.
Our goal is to shift operational, accounting, and administrative tasks away from customer-facing CSRs and agents to allow them to focus on developing, maintaining, and expanding insurance client relationships.
Invisible Hand specializes in Insurance BPO Services
Data Management
Insurance Client File management in agency's Agency Management System (Policies, Endorsements, Applications, Invoices, etc.) We perform daily policy and documents downloads into agency's AMS. Forward policy related documents to the insured via email.
Project Management
Create appropriate ACORD Documents for dissemination to your agency, insured, vendors, or to the insurance companies (Certificates, Evidence of Property, Binders, ID cards, applications, etc.).
Marketing
We research specified industries and prepare presentations for agents to identify risks and solutions for end clients in those industries.
Process Cancellations
Create cancellation forms (LPRs) to cancel policies for insured and forwarding signed/dated LPRs to the appropriate insurance companies to process cancellations.
Quotes and Applications
Complete relevant Supplemental Applications based on information provided by the insurance client for quoting purposes. We prepare a Summary of Insurance for insurance clients to provide a general snapshot of existing coverages in their portfolios.
Claims Support
Claim Process Assistance for insurance clients and to the agency - information collection, dissemination to insurance company, follow ups, etc.
BPO Insurance Services Help Improve Profitability
Top Customer Service
Fully Trained and Dedicated Resources yield 35% -50% of the cost of a full-time hire.
Designed for agents by agents
Our services are based on our nearly 40 years as a world class insurance agency.
A La Carte Service Model
We will provide specified services in a shared resource model - no commitment.
Quick Response Team
Invisible Hand Consulting is a licensed offshore service, but it works in your agency's U.S. time zone with U.S.-based management staff.
We provide customized and scalable insurance BPO services specific to the Insurance industry.
