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Blogs

Say Goodbye to Carrier Portal Frustrations!

August 18, 2023 by Mark Stein

If the above link does not take you to the video, please click here.

At your insurance agency, managing and inputting benefit enrollments, terminations, endorsements, and other information into carrier portals can take a big chunk out of your daily schedule. You might find yourself dealing with stressful tasks like data entry or navigating multiple carrier portals. There is also a high risk of human error when manually inputting data, and even small errors can slow down your process and cause you to waste valuable time.

At InsurOutSource.Pro, we offer a suite of outsourced solutions for common back-office challenges like these. Our team has over ten years of experience in the insurance agency, including commercial, health, and personal insurance. We can handle any task that doesn’t require a licensed agent, including submitting enrollments, terminations, and other critical information into carrier portals.

When you outsource with us, we’ll work to streamline your processes, with a focus on efficiency, accuracy, and error reduction. We can take over the entire process of submitting information into carrier portals, freeing up time for you to focus on other core competencies like attracting new clients or improving customer service. Our team is also entirely remote, with oversight from a U.S.-based project manager. By outsourcing with us, you’ll save on costs associated with full-time, internal employees and other overhead costs.

At InsurOutsource, we offer outsourced solutions to all your back-office challenges. To learn more about how InsurOutsource.Pro can help your insurance agency, visit us online at www.Insuroutsource.pro or set up a discovery call here to receive a free quote.

 

How Outsourcing Helps You Overcome Workers’ Compensation Challenges

August 18, 2023 by Mark Stein

If the above link does not take you to the video, please click here.

If your insurance agency handles Workers’ Compensation, you play a role in helping others find the compensation they need after a workplace injury or accident. Though it’s an important responsibility, handling Workers’ Compensation claims management can be a complex and time-consuming process. You may find yourself spending hours on tedious tasks like:

  • Filing claims
  • Processing paperwork
  • Compliance
  • Regulatory reporting

At InsurOutsource.Pro, we’re ready to help your insurance agency by taking over your most time-consuming Workers’ Compensation tasks. With over ten years of experience in the insurance agency, our team is qualified to handle any tasks that doesn’t require a licensed agent.

We’ll put our experience and expertise to use for your insurance agency, working to streamline your Workers’ Compensation process from the initial submission to the claim settlement. We understand the nuances and importance of Workers’ Compensation and regulatory compliance, and will work to improve accuracy, reduce human error, and ensure compliance at every step of the claims management process.

Our teams are fully remote and overseen by a U.S.-based project manager to ensure communications and efficiency. This eliminates the need to hire a full-time internal employee to handle Workers’ Compensation claims management, allowing you to save on costs like benefits, taxes, and office equipment. By taking over Workers’ Compensation claims management or other back-office tasks, we can also free up time for you and your highest-paid employees. This gives you the time you need to focus on other key aspects of running your insurance agency.

At InsurOutsource, we offer outsourced solutions to your back-office challenges, including Workers’ Compensation claims management services. To learn more about how InsurOutsource.Pro can help your insurance agency, visit us online at www.Insuroutsource.pro or set up a discovery call here to receive a free quote.

 

An Outsourced Solutions to Policy Management Challenges

August 18, 2023 by Mark Stein

If the above link does not take you to the video, please click here.

Around your insurance agency, policy management plays a crucial role. Throughout your average day, you likely deal with a range of policy management tasks, such as handling:

  • Policy insurance
  • Policy updates
  • Endorsements
  • Renewals
  • Cancellations
  • Reinstatements

While policy management tasks like these are important to the success of your insurance agency, they can also be very time-consuming, and take valuable time away from other key responsibilities.

If you find yourself bogged down by policy management tasks, let us take them off your plate! At InsurOutsource.Pro, our remote team has over ten years of experience in the insurance industry, including health, commercial, and personal insurance. We can handle any tasks that doesn’t require a licensed agent, including policy management tasks like policy renewals and reinstatement.

Thanks to our years of experience, our team understand the nuances and importance of effective policy management. When you outsource with us, we’ll use our in-depth industry knowledge to streamline and centralize your policy management needs. Through this, you’ll enjoy:

  • Improved efficiency
  • Fewer errors
  • Ensured regulatory compliance
  • Improved risk management
  • Improved customer satisfaction

While we handle your policy management tasks, you’ll also find more time to spend on other core competencies around your insurance agency. Our teams also work fully virtually, with oversight from a U.S.-based project manager. This means you’ll save money on overhead costs, and costs associated with hiring internal, full-time employees to handle policy management and other back-office tasks.

To learn more about how InsurOutsource.Pro can help your insurance agency with policy management, visit us online at www.Insuroutsource.pro to learn more about our services. You can also set up a discovery call here to receive a free quote.

Document Scrubbing and Data Entry Services for Your Insurance Agency

August 18, 2023 by Mark Stein

If the above link does not take you to the video, please click here.

While often tedious and time-consuming, data entry likely plays a key role around your insurance agency. You and your employees may find yourselves spending valuable hours on data entry tasks like

  • Document inspection
  • Document scrubbing
  • Entering and submitting data into carrier portals

This can take time away from other core responsibilities around your insurance agency, like connecting with prospective clients or improving your customer service. If you or your employees find yourself often overwhelmed with data entry tasks, it also increases the risk of errors, which can affect your productivity and customer satisfaction.

At InsurOutsource.Pro, we specialize in taking tasks like these off your plate! Our dedicated team has over ten years of experience in the insurance agency, including commercial, health, and personal insurance. We can handle any task that doesn’t require a licensed agent, including back-office tasks like data entry, document scrubbing and entering data into carrier portals.

When you outsource with us, our team will use their years of experience to manage and improve your data entry processes. Our team is well-versed in carrier requirements and compliance standards, and have experience inputting data into various carrier portals and systems. With a keen attention-to-detail, we’ll also work to identify and correct any errors or inconsistencies in your documents. This will improve accuracy and efficiency. It will also reduce human errors throughout the process.

While our team takes over your most time-consuming back-office tasks, you’ll enjoy more time to focus on other core competencies around your insurance agency, like client acquisitions or driving new conversions. Since our teams are fully remote, you’ll also save on costs associated with internal employees, like Workers’ Compensation and benefits. Our teams are also overseen by a U.S.-based project manager to ensure excellent communications.

To learn more about how InsurOutsource.Pro can help your insurance agency with document scrubbing, data entry and more, visit us online at www.Insuroutsource.pro to learn more about our services. You can also set up a discovery call here to receive a free quote.

 

Find a Steady Stream of Leads with Our Lead Generation Services

August 18, 2023 by Mark Stein

If the above link does not take you to the video, please click here.

Do you struggle to generate high-quality leads at your insurance agency? Do you wish you had a steadier stream of leads coming into your business? At InsurOutsource.Pro, we offer lead generation solutions to help you connect with potential clients.

Our dedicated team has over ten years of experience in the insurance industry, including commercial, health, and personal insurance. When you use our lead generation services, we’ll combine this expertise with our unique lead generation process.

During this process, our outsourced team will work with you to identify the ideal clients for your insurance agency based on factors like job title, geography, and industry. Then, we’ll use your LinkedIn profile and our top-of-the-line technology to connect you with your best leads, who will receive customized messages about your insurance agency. Using automated technology, we can even encourage your leads to schedule an appointment directly on your calendar. Once the lead is secured, you can take over the process, enjoying the benefits of lead generation without getting bogged-down by tedious tasks like finding leads or crafting pitches.

By handling your lead generation, our outsourced team will take a stressful task off your plate, giving you and your internal employees more time to focus on other core competencies around your insurance agency. Since our team works virtually, you’ll also enjoy savings on overhead costs and costs associated with internal employees, like taxes and benefits.

At InsurOutsource.Pro, we offer a wide suite of other back-office solutions, and can assist your insurance agency with any task that doesn’t require a licensed agent. While our teams work remotely, they are overseen by a U.S.-based project manager to ensure thorough communications.

To learn more about how InsurOutsource.Pro can help your insurance agency, visit us online at www.Insuroutsource.pro to learn more about our services, or set up a discovery call here to receive a free quote.

 

Let Us Alleviate the Burden of Proposal Writing

August 18, 2023 by Mark Stein

If the above link does not take you to the video, please click here.

To bring in new business at your insurance agency, you need to present compelling proposals to your prospective clients. However, creating a well-crafted proposal can be a time-consuming process. While working on proposals, you may find yourself wasting valuable time that could be spent on other tasks.

When you outsource with us at InsurOutsource.Pro, we can alleviate the burden of proposal writing. With over ten years of experience in the insurance industry, our team specializes in offering back-office assistance to insurance agencies. We can handle any task that doesn’t require a licensed agent, including proposal writing.

Our team has an in-depth understanding of insurance products, industry policies, and market trends. We’ll put this expertise and knowledge to work for you, and will assist you in crafting persuasive proposals to attract new business to your insurance agency. We can even work with you to create personalized proposals for your prospective clients, with a focus on addressing factors like your client’s needs, your agency’s strengths, and what sets you apart from your competitors.

With this personalized and collaborative approach, we’ll help you create strong proposals and increase your chances of winning over prospective clients. Our team will also work to streamline your proposal writing processes, improving productivity, efficiency, and accuracy. This will free up valuable time around your insurance agency, allowing you and your employees to focus on other core competencies.

Our team is also fully remote. This means you’ll save money on overhead costs, as well as costs associated with hiring internal, full-time employees to handle proposal writing and other back-office tasks. You’ll also be assigned a U.S.-based project manager, who will ensure communications and efficiency with your outsourced team.

At InsurOutsource, we’re ready to help you tackle the challenges of proposal writing and other tedious back-office tasks. To learn more about how InsurOutsource.Pro can help your insurance agency, visit us online at www.Insuroutsource.pro to learn more about our services, or set up a discovery call here to receive a free quote.

 

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