Remote CSR

Remote Customer Service Representative (CSR) Staffing Help for Insurance Agency Owners

Are you experiencing a critical need for a professional and licensed representative to assist your agency? Our Customer Service Representatives are licensed and ready to help during times you may require an additional person. This program is unique and tailored to assist even for short-term help due to maternity leave, vacation time, abrupt separation, illness, etc. Both new agencies and understaffed agencies benefit from this program as well because of our ability to handle time-consuming tasks such as recruiting, interviewing, and training. We also provide direction and support to non-licensed individuals as they pursue the necessary requirements for obtaining their insurance license.

Benefits To Agency Owners

  • Respond to all
    dashboard alerts
  • Billing alerts
  • Critical alerts
  • Requests for documents
  • Underwriting action required
  • Customer requests
  • Accept payments
  • Return phone messages
  • Reply to email
  • Endorsements (changes)
  • Billing questions
  • Policy questions
  • Prepare information for quotes
  • Birthday/Anniversaries
  • Mileage surveys
  • Schedule FFRs
  • Process requests for evidence of insurance
  • Scheduling renewals
  • Plus additional duties