Industry Operations10
Insurance back office outsourcing for agencies and carriers
Trained insurance processors handle the policy servicing that slows your account managers down.
What's included
What our insurance back office team handles
Policy issuance and endorsements
Certificates of insurance
First notice of loss intake
Renewals and quoting support
More selling time for your producers
Agency and carrier teams spend hours on servicing work that does not need a licence: endorsements, certificates, data entry and renewal preparation. Our insurance back-office teams take that work on, in your agency management system and to your carriers’ requirements.
Work is tracked through service requests with agreed turnaround times, so nothing is lost between email, portal and AMS.
What a typical programme covers
- New business set-up, policy checking, issuance and endorsements
- Certificates of insurance (COIs) and evidence of property
- First notice of loss (FNOL) intake and claims support
- Renewal preparation, marketing submissions and quoting support
Who it is for
Independent agencies, brokers, MGAs and carriers, in commercial and personal lines across the USA, UK, Canada, Australia and the Middle East.
Faster collections for medical billing clients
Insurance certificate and endorsement turnaround
Mortgage file checklist compliance
Why teams choose SS Universal for insurance back office
Domain-trained teams
Staff are trained on industry terminology, systems and the rules that govern each process.
Compliance built in
HIPAA-aligned handling for health data, NDAs for every employee and documented access controls.
Full audit trail
Every file action is logged so you can see who did what, and when.
Dedicated pods
A stable team with a team lead and QA analyst assigned only to your account.
How it works
From first call to a running team
- 01
Discovery call
A 45-minute call to map your volumes, hours, systems and quality bar.
- 02
Proposal and pilot plan
A written scope, transparent pricing and a 30-day pilot with clear success measures.
- 03
Train and go live
Your team trains on your playbooks and tools. Most pilots go live in two to three weeks.
- 04
Report and improve
Weekly scorecards, monthly business reviews and a named account manager you can call.
Questions buyers ask us
Straight answers about insurance back office with SS Universal.
Commonly Applied Epic, AMS360, HawkSoft, EZLynx and QQCatalyst, along with carrier portals. We learn your set-up during onboarding.
No. Our teams handle non-licensed servicing tasks. Anything that requires a licence, such as giving coverage advice, stays with your licensed staff.
Standard COIs are typically issued the same business day, with rush requests handled within a few hours.
Industries we run this for
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Learn moreReady to talk about insurance back office?
Tell us what you need. You will get a scoped proposal and a pilot plan within two business days.