Choose from any of the following sets of services—or choose our Full Service Autopilot option and let us take care of everything for you and your customers!
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Choose from any of the following sets of services—or choose our Full Service Autopilot option and let us take care of everything for you and your customers!
Every agency has daily activities that should be completed to help retain customers. Most daily task lists would be collected from either the AMS or Carrier page depending on the operation of the agency. By simply providing credentials our team can login to your systems and carriers to get task lists.
As work is received by the team receiving phone service requests or email requests. This work can be assigned to work queues monitored by our service team. Reactive team member reps are trained to be able to receive incoming work requests from within the agency’s AMS and Email. Staff are assigned to be able to resolve queues within the 24-hour guarantee. Though the goal is to resolve service requests within a few hours.
Being the face of an insurance agency is an enormous responsibility. This is often when customers make critical decision, and every interaction could win or lose an account. When answering inbound calls for an agency it is critical that reps maintain a relaxed almost familiar dialogue with the customer. Attempting to help every single customer is critical to not passing on calls back to agents and distracting them from their valuable income producing activities to gain new clients.
