Backend Backup for Agencies & Brokers. Reliable, Economical Insurance Back Office
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Outsource Insurance Agency Back Office and Focus on What Matters Most

Are you struggling to balance growth with operational efficiency? Our Insurance process outsourcing services empower you to focus on client relationships and business development while we work behind the scenes to streamline your processes.

With a decade and a half of experience in providing back-office support, we have the right people with the right knowledge, skills and experience to help you overcome the challenges you face daily - navigating through complex insurance processes, managing high operational costs, and grappling with fluctuating workloads.

1000+

CLIENTS

20+

INDUSTRIES

20+

COUNTRIES

250+

DEVELOPERS

Our team specializes in providing back-office support, specifically to insurance agencies predominantly located in the United States, Canada, Europe, and Australia.

With insurance agency management solutions tailored to your unique business, you optimize your processes, enhance data accuracy, and improve customer service, all while reducing overhead costs.

Consult with an Insurance BPO that can transform your agency's operations

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Powering Your Insurance Success: Our Expertise and Skill Set

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Key skill

Proficiency in Leading Insurance Platforms

Expert-level proficiency in Applied Epic, Hawksoft, AMS360, QQCatalyst, and more.

Automation Solutions Implementation

Experienced in using RPA tools like UiPath and Automation Anywhere to streamline workflows.

Compliance and Regulatory Knowledge

Familiarity with state insurance regulations, NAIC accounting practices, and federal guidelines.

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Outsource Insurance Agency Backoffice Support Services to Experts

Outsource professional services to streamline your operations, enhance efficiency, and access expert knowledge without the overhead. As one of the leading service providers, we offer:

Bookkeeping
Certificate of Insurance
Claim Administration
Consulting Services
Customer Support
Direct Billing
Insurance Quotes

Bookkeeping

Maintain accurate financial records with our reliable bookkeeping services, ensuring your financial data is always up-to-date and compliant.

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Certificate of Insurance

Simplify the process of obtaining and managing certificates of insurance with our comprehensive service, ensuring your business remains protected and compliant.

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Claim Administration

Efficiently handle and process insurance claims with our dedicated claim administration services, reducing your administrative burden and improving customer satisfaction.

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Consulting Services

Gain valuable insights and strategic advice from our experienced consultants to drive growth and improve operational efficiency.

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Customer Support

Enhance your customer service experience with our responsive and professional customer support team, available to assist with inquiries and resolve issues promptly.

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Direct Billing

Simplify your billing process with our direct billing services, ensuring timely and accurate invoicing for your clients.

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Insurance Quotes

Obtain competitive insurance quotes quickly and efficiently with our expert services, helping you make informed decisions for your business.

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Loss Run Processing

Streamline the processing of loss run reports with our efficient services, providing you with detailed information on your claims history.

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Renewal and Exposure Summary

Manage your insurance renewals and exposure summaries effectively with our comprehensive service, ensuring you have the necessary coverage for your business.

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Technology Solutions

Leverage cutting-edge technology solutions tailored to your business needs, enhancing productivity and operational efficiency.

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Insurance Agency Management

Optimize agency operations and improve performance with our specialized management services.

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Insurance Underwriting

Ensure accurate risk assessment and policy issuance with our expert underwriting services.

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Policy Checking

Maintain the integrity and accuracy of your insurance policies with our thorough policy-checking services, preventing errors and ensuring compliance.

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Document Indexing

Organize and manage your business documents efficiently with our professional document indexing services, ensuring easy retrieval and streamlined operations.

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Loss Run Processing
Renewal and Exposure Summary
Technology Solutions
Insurance Agency Management
Insurance Underwriting
Policy Checking
Document Indexing
Case studies

Proven Impact of How Our Insurance BPO Services Revolutionized These Agencies

Check out the highlights of exceptional outcomes achievable through our intelligent workflow solutions.

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CASE STUDY

Streamlining Policy Checking for New York Risk Insurance Agency with Backoffice Pro

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CASE STUDY

A US insurance firm cuts operational costs by 50% with the help of Backoffice Pro

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Looking for reliable insurance services outsourcing? Get in touch with our specialists

Advantage

Close More Deals and Exceed Client Expectations with Our Insurance Agency Management Solutions

We handle the complexities of your insurance agency operations so you can focus on what matters most: growing your business and building lasting client relationships. Here's how partnering with us benefits your agency:

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Increased Close Rates

Free up valuable time for your producers and agents to focus on client acquisition and closing more deals.

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Enhanced Client Retention

Provide faster, more efficient service, from quoting to claims processing, to improve client satisfaction and retention rates.

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Reduced E&O Exposure

Mitigate Errors & Omissions risks with our expert knowledge of insurance compliance and robust operational processes.

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Data-Driven Insights for Strategic Growth

Leverage our reporting and analytics capabilities to gain actionable insights into your agency's performance and identify new growth opportunities.

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Scalable Support for Your Evolving Needs

Our flexible solutions adapt to your agency's growth, whether you're expanding into new markets or increasing your client base.

Testimonials

Voice of Success

Testimonial Quote

We had nice experience working with Backoffice Pro that quickly gaged our line of business and project requirements, and consistently performed well. They are the most trusted and wonderful partner to work forever.

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Spokesperson

IT Professional

Testimonial Quote

Backoffice Pro has been a tremendous resource for our engineering works that is very precise and attentive to respond all our concerns. Understanding our procedures within a very short period is really appreciable.

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General Partner

Manufacturing Company in the US

Testimonial Quote

Our company has been associated with Backoffice Pro from the last few months, which is so quick to respond to all our requests and very eager to understand our processes and standards. It was a pleasure working you and let’s hope our relationship will stay forever.

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Operations Engineering Manager

Manufacturing Company in the US

Outsource Insurance Agency Operations: Transform Your Back Office Today

Experience the luxury of exceptional expertise and support spanning across a myriad of essential insurance back-office functions. You'll see operational complexities disappear as inefficient workflows evolve into streamlined, profitable systems.

You'll enjoy cost-effective solutions, rapid turnaround times, and flexible options, enabling efficient agency scaling. Our partnership ensures growth without compromising quality or compliance, positioning your agency for long-term success in a dynamic market.

Experience

Expert Insurance Agency Management Solutions & Outsourcing Services

Frequently Ask Question

How do you handle policy administration for insurance clients?
We use advanced workflow management tools and detailed process documentation to ensure accurate and efficient policy administration. Our team is well-versed in handling various types of insurance policies and maintaining detailed records.
What insurance software platforms do you support?
We support a wide range of insurance software platforms, including but not limited to EZLynx, Epic, Applied TAM, and Vertafore. Our team is trained to adapt quickly to new platforms as required.
How do you secure sensitive client data?
We utilize secure servers, data encryption, access controls, and NDAs to ensure the confidentiality and security of your sensitive client data. Regular audits and security checks are conducted to maintain high-security standards.
How do you handle renewal exposure summaries?
We generate renewal exposure summaries by compiling and analyzing policy data, past claims, and risk assessments. This information is then formatted into comprehensive reports to support your renewal decision-making process.
How do you handle customer support for insurance clients?
We provide 24x7 customer support through multiple channels, including phone, email, and live chat. Our dedicated support team is trained to resolve queries efficiently and maintain high customer satisfaction.