Reduce Your Servicing Costs and Achieve Maximum Efficiency
TSI Consultants has partnered with Assurtrac to offer their virtual assistant services on our HubSpot for Agents and Brokers Platform.
Assuretrac delivers exceptional outsourcing services to insurance agencies, leveraging the expertise of their highly skilled CPCU, AINS, and CISR professionals.
Virtual Assistant Services for Agencies and Brokers
Assuretrac's commitment to excellence ensures streamlined operations and enhanced client satisfaction. By harnessing top-tier talent, Assuretrac drives growth and innovation within the insurance industry.
Sales Support
- Preparing quotes on carrier websites
- ITC rater, EZLynx, etc
- Entering data in ACORD forms
- Surplus lines renewal quote requests
- Generating proposals
Renewal Support
- Generate a report for upcoming renewals
- Ensure to send renewal offer notice to the insured before 30/45/90 days of the renewal
- Verify payment dues on the carrier portal
- Send payment due notice ten days before renewal
- AMS: Verify policy/create renewal shell
- Verify agent renewal commission
Certificates & Endorsements
- Issuing certificates of insurance
- Reviewing contracts for insurance requirements
- Creating master certificates
- Collecting certificates and reviewing for compliance
- Endorsements
- Return premium
- Additional premium
Indexing and Information Management/Flow
- Categorize emails according to their types
- Handle documents issuance for renewals, cancellations, emails
- Transmit necessary information via fax, email, or mail to AM/Agent/Insured
- Process, attach, and upload documents to the agency management system
- Keep client’s information and files up-to-date in the system
- Assemble and distribute various transactions as requested
- Maintain supplies for the team.
WHY CHOOSE US
Virtual Assistants Consultation
We offer a no-cost consultation to help you determine how our Virtual Assistants can help reduce costs and improve efficiencies.
FAQ's
Virtual Assistants
How do I interact with Assuretrac within HubSpot for Agents and Brokers?
We have developed a Service Center profile where agency owners, agents, and CSRs can:
- Assign Assurtrac tasks
- View a dashboard of back-office tasks
- Communicate with Assurtrac
What Agency Management Systems is Assurtrac familiar with?
Assurtrac has experience working with:
- EZLynx
- ITC Rater
- Carrier Portals