Remote assistance for efficient customer service

Are you looking to enhance efficiency and accuracy in your insurance back-office operations? Our specialized team is ready to provide comprehensive support across a full spectrum of administrative tasks, allowing your core business to focus on growth and client relationships.
Here’s how our dedicated team can support your back-office needs:

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.

Expert Policy and Document Management

• Quotes: Our team can efficiently process and manage quotes, ensuring accuracy and quick turnaround times so your sales team can present options to clients faster.
• Binders: We handle the meticulous preparation and processing of binders, guaranteeing that temporary coverage is documented correctly and promptly.
• Certificate of Insurance (COI): Issuing Certificates of Insurance is a critical function. Our team ensures these vital documents are generated accurately and distributed swiftly to meet your clients’ and third parties’ requirements.
• Endorsements: Policy changes are inevitable. We manage all aspects of endorsements, ensuring that policy amendments are processed precisely and reflected in client records without delay.

Comprehensive Claims and Policy Administration

• Loss Run Reports: Our team can assist in the efficient procurement and organization of loss run reports from carriers, providing you with the historical claims data essential for underwriting and client reviews.
• Cancellations: We manage the detailed process of policy cancellations, ensuring all necessary documentation is completed and processed in compliance with carrier and regulatory guidelines.
• Renewals: Stay ahead of policy expiration dates with our support for renewals. Our team can assist in preparing renewal documents and managing the associated administrative tasks, helping you retain clients and ensure continuous coverage.

Dedicated Management and Operational Excellence

Beyond individual tasks, our service offers a cohesive management approach to your back-office needs. We bring organizational excellence, process adherence, and quality control to every aspect of the work. With our dedicated team, you gain a reliable partner committed to the smooth and efficient running of your administrative insurance functions.

Partner with us to transform your back-office operations from a necessary overhead into a strategic advantage. Let our team handle the complexities, so you can focus on what you do best.

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