Licensed insurance agents
For work that needs a license and a client relationship.
- Quoting and binding
- Coverage questions and advice
- Client calls and service
- Renewals and account reviews
Licensed in all 50 states, including New York.
Licensed U.S. agents and trained offshore professionals, working inside your agency management system.
Years working with independent agencies
States where our agents hold licenses
Practice areas: personal, commercial, life and health, benefits
Full-time, part-time or by the task
A role, a project or a backlog. Takes two minutes.
Licensed U.S. or trained offshore, matched to your agency management system and lines of business.
By the hour, the project or the task.
Pick the mix that fits the work. Many agencies use both: licensed staff on the phones, offshore staff behind them.
For work that needs a license and a client relationship.
Licensed in all 50 states, including New York.
For service and back-office work that keeps your desks clear.
Non-licensed tasks only. Advice and binding stay with licensed staff.
P&C, life, health and benefits, from quote to renewal.
Co-op and condo, New York City commercial, Long Island coastal wind, and remarketing after coastal non-renewals.
Our licensed agents hold licenses in all 50 states, so out-of-state clients are covered too.
Our team has worked in the agency management systems independent agencies run on.
Plus the carrier portals and comparative raters your agency already uses.
Pay for the coverage you need. Full-time, part-time, by the project or by the task.
A dedicated team member
One person on your desk every day, trained on your workflows and your book.
Set hours each week
Weekly hours that match your volume. Adjust up for renewal season, down after.
A defined push
A renewal backlog, a book remarketing, an AMS cleanup. Scoped up front, done on a timeline.
Pay for the work done
Certificates, endorsements, policy checks and follow-ups, handled as they come in.
Every one of our agents knows agency work: carriers, policies, renewals and service.
Licensed staff for licensed work. Offshore staff only for tasks that don't need a license.
Full-time, part-time or by the task. Scale up for renewal season, down after.
Start with one role. Keep going only if it works for your agency.
Two quick steps: your details and what you need. We'll get back to you within one business day, or you can book a 15-minute call.
Reply within one business dayWe'll email you within one business day with how we'd staff it. Nothing else needed.