#P&C Insurance Support Service
P&C Insurance Support for US Agencies
Experience white-glove support tailored for your property & casualty insurance business. Agency Boost empowers every line—from personal insurance and commercial lines to employee benefits—with seamless, expert back-office solutions.
P&C Insurance Support
Choosing our client partners means partnering with a team committed to high-quality administrative support for your insurance agency.
We skip the hype—no fancy AI, automation, or optimization jargon.
We keep it simple because you keep the machine tight: accurate data, clean documentation, proactive renewals, and fast client responses.
Support For Personal and Commercial Lines
Insurance agencies like yours often face significant administrative burdens—from managing paperwork and quotes to handling client servicing and policy updates. These tasks can slow down your licensed agents, limiting their ability to focus on growing sales and deepening client relationships.
At Agency Boost, we specialize in policy administration and back-office support taking these time-consuming duties off your team’s plate. Our experienced client support team is trained in industry best practices to deliver efficient quoting, policy management, and customer service.
By partnering with us, agencies typically reduce administrative costs by over 60%, improve turnaround times, and boost customer satisfaction—all while allowing your agents to concentrate on what matters most: selling insurance.
Our Promise
Agency Boost pledges unwavering support to property & casualty insurance agencies in the US and Canada.
Tasks We Can Handle for You
We manage end-to-end policy lifecycles, relieving your team from repetitive tasks so they can focus on core business functions.
- Prospect Setup: Enter and update new prospects in your Agency Management System (AMS) for seamless tracking.
- Quote Requests: Prepare submissions, follow up with carriers, and track status updates.
- New Business Intake: Assemble submission packets, validate data, and handle carrier communications.
- Renewal Processing: Conduct pre-renewal prep, carrier comparisons, remarketing, and final processing.
- Certificate Processing: Issue, track, and renew certificates of insurance (COIs) with full compliance.
- Policy Checking: Review policies for accuracy, compliance, and readiness before client delivery.
- Binder & Policy Issuance: Prepare timely binders, policies, and related documentation.
- Endorsements: Process mid-term changes efficiently while maintaining audit trails.
- Marketing Submissions: Gather documents, format applications, and submit to carriers.
- Cancellations & Reinstatements: Manage notices, compliance checks, and reinstatement workflows.
- Loss Runs: Request, reconcile, organize, and deliver carrier loss run reports.
- Daily Downloads & Filing: Handle AMS data imports, carrier portal updates, and secure digital filing.
- Proposal Documents & Recommendation Letters: Create professional presentations and client communications.
- Billing & Commission Support: Track installments, reconcile commissions, and manage invoicing.
- Claims Assistance: Intake first notice of loss (FNOL), document prep, and basic status tracking (non-adjudication).
- Data Hygiene & Reporting: Clean AMS/CRM data, generate reports, and ensure regulatory compliance.
FAQs
Find clear and concise answers to common questions about our insurance support services for US agencies.
Our client partners are expertly trained in personal lines, commercial lines, and employee benefits. Each brings 3-5 years of hands-on experience from fast-paced U.S. agencies, with deep knowledge of the full policy lifecycle. They seamlessly operate your agency management system.
Applied Epic, TAM, AMS 360, Hawksoft, QQ Catalyst, EZLynx, Partner XE, Momentum (NowCerts), etc.
We recommend to spend the first week on orientation and adapting to your working style. You can expect seeing results within the second week of the onboarding.
Yes, our comprehensive employee benefits support covers streamlined new hire onboarding, qualifying events tracking, terminations offboarding, system setups, quote requests/processing/comparisons, census reports, communication tracking, and payment reminders.
You have the flexibility to interview and select your client partner. We offer first month of the service as complimentary trial.