Get Back office support for your insurance brokerage

Our process

Pick a date/time on our calendar

We screen candidates then present the best available for you to choose

We onboard by training about the insurance industry and technology used at your office

Handoff is 2 weeks later. We manage while you tailor their workload to your agency’s needs

Our Services

Work Exchange is a firm dedicated to providing comprehensive back office insurance services to brokers nationwide. Our team of experts has extensive experience providing administrative support, data entry and policy document building, compliance assistance, regulatory reviews, fraud prevention and investigation, quality assurance, accounting and billing functions, etc.

HOME

Data entry and data management
Building policy documents and forms
Claim processing assistance
Fraud detection and investigation
Reporting and analytics
Regulatory compliance assistance
Quality assurance and audit reviews
Assistance with accounting and billing functions
Processing mortgagee changes
Adding/removing scheduled coverage

auto

Adding or removing drivers
Adjusting coverage on auto policies
Updating addresses on policies
Assistance with accounting and billing functions
Collecting signatures for exclusions or applications
Reviewing policy increases
Building policy documents and forms
Data entry and data management
Updating VINs or other corrections

commercial

Completing certificates of insurance
Ordering loss runs
Making policy edits and corrections
Handling policy downloads
Reviewing policy increase
Claim processing assistance
Building policy documents and forms
Distributing memos and processing cancellations

Where to Start

Looking for the ultimate way to get administrative help without breaking the bank? WorkExchange is your ticket! Their process doesn’t take weeks – you’ll have a dedicated team of professionals picked out and ready to go in no time. With their easy-to-use platform, quickly connect with potential virtual assistant candidates and then decide who best fits your needs before they start work on day one. Get WorkExchange today and see how far your budget can really stretch!

how can we help

Insurance is no picnic, and you know it. Trying to find good staff who can stay for a while before leaving again? That’s just one of the issues that needs addressing – then there are mundane tasks like paperwork or billing calls dragging down your salespeople from focusing on building up prospects and helping customers. Our process helps cut all these worries away so their talents, not to mention your payroll – won’t go wasted! Let us help make life easier by taking care of the boring stuff whilst providing better customer service when you’re out enjoying some deserved rest & relaxation.

insurance back Office Support

Work Exchange is your solution to rowing your insurance agency without the hassle.