Take Back Your Time, Grow Your Business.
Accelerate your success with our insurance VAs managing your back-office tasks efficiently.
Your Success is Our Priority.
We provide the missing pieces to complete your puzzle, from back-office support and telemarketing to expert accounting services.
- Policy Data Management
- Communication
- Underwriting Support
- Financial Processes
- Documentation and Compliance
We work on various instance company software like hawksoft, ams360, EZIynx.
Benefits of Insurance Agency Support Staff
Agency Staff Support encompasses data management, communication, underwriting support, financial processes, and documentation/compliance aspects of the insurance agency’s operations.
Dedicated Support Team
With Manhattan, you receive more than just a virtual assistant—you gain access to a comprehensive support team. Our Customer Success Team, Quality Control Department, and Account Executives work together to ensure top-notch service at no extra charge, providing 100% quality support.
Flexible Contracts and No Sign-Up Fees
We believe in flexibility. With Manhattan, there’s no need for long-term commitments. Our services operate on a simple month-to-month agreement with no sign-up fees, ensuring you have full control.
Streamlined Screening Process
Choose from our pool of highly trained virtual assistants, or allow us to match one to your needs through our proven Manhattan Profiling Process, ensuring the right skills for the job.
Error & Omission (E&O) Policy
For your peace of mind, we offer an E&O policy to cover any mistakes made by your virtual assistant, ensuring a safety net if any issues arise.
Integration Phase
We offer a FREE integration phase where we take the time to learn about your business, ensuring that our services are perfectly aligned with your standards and requirements.
Advanced Cyber Security
Your data’s security is our priority. In addition to our Cyber Liability Policy, Manhattan uses Teramind—an advanced employee monitoring software—to safeguard your data and ensure a secure working environment.
The preferred choice of insurance agencies nationwide for premium VA services.
Let’s work together
Insurance
Back-Office Services
An efficient and streamlined back-office operation is at the heart of every successful insurance agency. Insurance back-office services encompass a wide range of administrative and support tasks that ensure smooth operations behind the scenes, allowing your agency to focus on core client-facing activities. These services include policy administration, claims processing, data management, underwriting support, customer service management, and accounting services.
Insurance
Telemarketing Services
In today’s competitive insurance landscape, reaching potential clients and nurturing leads is crucial to business growth. Our Insurance Telemarketing Services are designed to help your agency connect with prospective customers effectively while freeing up valuable time for your team to focus on closing deals and maintaining client relationships. Our dedicated team of telemarketers uses advanced tools and proven strategies to deliver calls that generate results.
Insurance Services
We provide comprehensive Policy Data Management services, ensuring accurate entry and updates of customer and policy details from insurance carriers. We handle policy changes, generate key documents such as Acord forms and invoices, and maintain all records in the Agency Management system. Our team communicates effectively with insurance carriers and clients to manage policy-related information and claims, supporting underwriting decisions with accurate data collection. Additionally, we manage financial processes, including invoice creation and policy proposals, while ensuring compliance through the generation and distribution of insurance certificates.
What Our Clients Say
We’ve been thoroughly impressed by the top-notch service and expertise provided by this insurance agency. Their commitment to understanding our unique needs and delivering tailored solutions has been outstanding. From comprehensive policy management to efficient claims processing, they’ve consistently gone above and beyond to ensure our peace of mind. Highly recommended!
Akif A.
Unlock the Freedom to Achieve More
We save you time, energy, and money—your success is our priority.