Remote assistance for efficient customer service

If you are using Applied Epic, streamline your insurance operations with our remote assistants. Our team ensures the data in Applied Epic remains correct & up to date, your customers are quickly provided the services they need,  our communication with you is precise & accurate, and you save a lot of time, money & effort in your relationship with us. The entire goal is to reduce your workload to allow you to focus on business to keep growing it.

About Us

We are an ACORD Award-winning InsurTech company providing software solutions and operational services for P&C insurance agencies, MGAs, and carriers. As an ACORD Member (Solutions Provider), we bring deep industry expertise and a strong focus on helping insurance businesses streamline operations.

What can our back-office assistants help you with

• Endorsements: We help agencies manage endorsements efficiently in Applied Epic. When an endorsement is processed, an END3 code is generated—our team ensures it is properly prepared and attached. If the END3 is missing, we create it and append it accurately, maintaining a complete and compliant activity record within the system.

• Amendments: Our team delivers seamless insurance amendment services tailored to your evolving client needs. Whether revising policy terms, updating coverage limits, or implementing regulatory changes, we ensure every update is processed precisely. We also manage specific requests, such as adding a new policy, adjusting insured details, changing addresses, and updating vehicle or driver information.
• Loss Run Reports: We help you extract a driver’s five-year-old insurance reports to assess risk for better coverage. Insurers require 3–5 years of claims data to determine premiums, and a clean history can lower rates. Get accurate reports with claim details, settlements, and open reserves, helping you easily make informed decisions.
• Certificate of Insurance: Our streamlined COI processing services are built for speed, accuracy, and compliance. When drivers/insureds send a request with the insured’s information, we verify insured details, policy coverage, vehicle changes, address updates, loss payees, additional insureds, waiver of subrogation, coverage amendments, or hired/non-owned autos. We ensure the COI is generated accurately and delivered on time. Let us simplify your COI management so you can focus on what matters most: your clients.
• Policy Renewals: We help insurance agencies stay ahead of upcoming renewals by tracking policy dates, sending timely reminders, and managing renewal requests precisely. From coordinating with carriers to documenting every policy adjustment, our renewal services keep your operations smooth, compliant, and client-ready.
• Declaration Pages: We provide reliable Declaration Page Services to ensure all policy details are accurately verified and recorded. Once we receive the attachment, our team extracts and reviews the insured’s information, cross-checking it thoroughly by uploading and validating it in Applied Epic. We ensure every detail—from coverages to insured data—is correctly captured and aligned with the policy.
• Policy Issuance & Policy Checking Services: We focus on serving our clients and ensuring the accuracy of every issued policy by managing end-to-end policy generation and verification, from reviewing policy documents and endorsements to identifying discrepancies, ensuring all details align with carrier submissions and underwriting guidelines. With our structured process, we help you reduce E&O risks, streamline post-bind workflows, and maintain compliance across all lines—whether it’s Commercial Auto, General Liability, Property, or Workers’ Compensation.
• Acord Form Processing (Acord 25/27/80/90/125/126/130/137/140): ACORD form processing can be resource-intensive, demanding time, manpower, and precision. We offer end-to-end ACORD Forms Processing Services designed to streamline your insurance documentation. Whether you’re dealing with certificates, applications, or policy forms, our expert team ensures data accuracy, quick turnaround, and cost-effective delivery. From data collection to final delivery, every form is handled with care using automation tools like OCR and strict quality checks. Our ACORD forms processing services help insurance agencies handle high volumes of forms with accuracy, speed, and consistency. From data extraction and validation to final delivery, our expert team ensures every form is processed efficiently, reducing operational burden while enhancing compliance and turnaround time.
• Policy Cancellation and Reinstatement Services: Our Policy Cancellation and Reinstatement services are designed to help insurance agencies manage policy changes with precision and timeliness. Whether it’s processing a client’s cancellation request or reinstating a lapsed policy, our team ensures all updates are handled accurately, communicated promptly, and aligned with carrier guidelines, minimizing service disruptions and maintaining client satisfaction.

• Any other operations work – We continue to learn and expand, and can work according to your SOPs to assist you with the above and any other services.

Email us at contact@winsurtech.com to get in touch with us.