Compliant
Cut 40% of Admin Costs with Insurance Back Office Services for Agencies and Brokers
Streamline operations, reduce turnaround times, and free up your team for high-impact work.
Get In Touch
Outsource your insurance back office operations, from high-volume endorsements to claims and policy changes, to reduce overhead, improve turnaround times, and boost client satisfaction. We simplify administrative complexity so your agency or brokerage can focus on growth, compliance, and exceptional service delivery. Our services include:
CONTACT US
We will respond to you soon
EMAIL US
info@insurancebackofficepro.com
855-288-9500
Support any time anywhere
CHAT
Get in touchCompliant
Years Experience
Specialized Insurance Experts
With over 15 years of experience in back office support for insurance agencies and brokers, we serve clients in the USA, Canada, Europe, and Australia. Whether you're managing $5M or $50M+ in premiums, our proven insurance outsourcing agency model delivers -
As part of the Applied Net ecosystem, our team is extensively trained in Applied EPIC and other leading Agency Management Systems (AMS) like AMS360, HawkSoft, and Vertafore. This ensures:
We understand the operational pain points that insurance agencies and brokers face daily. Our services are designed to solve the most pressing back-office challenges, including:
We understand the operational pain points that insurance agencies and brokers face daily. Our services are designed to solve the most pressing back-office challenges, including:
We're your trusted partner in insurance back office support. With a proven track record of enhancing carrier efficiency and reputation, we stand out:
We enjoy working with insurance backoffice Pro, find the entire team to be very responsive and detail oriented when it comes.
Reda More
What services do you provide?
Our insurance back office services include Bookkeeping, Certificate of Insurance, Claim Administration, Customer Support, Direct Billing, Insurance Quotes, Loss Run Processing, Renewals, Exposure Summaries, Technology Solutions, and Training.
How much can I save by outsourcing?
Clients typically reduce administrative costs by up to 40% through lower overhead, staffing, and tech expenses.
Do your services integrate with our AMS?
Yes. We work seamlessly with AMS platforms including Applied Epic, AMS360, HawkSoft, and Vertafore.
How do you stay compliant with regulations?
We follow strict checklists and documentation standards and stay updated with NAIC and state-level requirements.
What is your average turnaround time?
Standard quotes and endorsements are delivered within 24 hours. Urgent requests can be prioritized as needed.
How do you ensure data security?
We use encrypted communication, secure file transfers, and role-based access. Our compliance includes HIPAA, SOC 2, and ISO certifications.
Can you scale during peak periods?
Yes. Our delivery model scales to accommodate business growth, renewals, and audits.
Do you follow client-specific workflows?
Absolutely. We customize services based on your SOPs, templates, and tools for consistent output.
Do you offer reporting and analytics?
Yes. We provide performance dashboards and detailed reports for tracking productivity, accuracy, and ROI.
Where are your teams located?
Our teams are based in India and offer 24/7 support aligned with U.S. business hours.
Are there long-term contracts?
We offer flexible engagement models (monthly, quarterly, yearly) with no long-term lock-ins.
How fast can we start?
Onboarding takes 1–2 weeks based on workflow complexity, with minimal operational downtime.