Virtual Assistants For Insurance Agencies

Your trusted partner in outsourcing services for insurance agencies!
Services

We are a team of highly skilled and experienced professionals

Based in Jamaica, we are a team of highly skilled and experienced professionals dedicated to providing exceptional outsourcing services to insurance agencies across the United States. Our primary focus is on providing customized solutions to help insurance agencies streamline their operations and achieve their business goals. With years of experience in the insurance industry, we understand the challenges that agencies face in today’s highly competitive market. That’s why we offer a range of services that are tailored to meet the unique needs of each of our clients.
Our services include:

Policy Administration

We provide policy administration services that help insurance agencies manage their policies, claims, and billing operations.

Renewal Processing

Let us handle your renewals, freeing your time to write new business and giving your clients an exceptional experience.

Customer Support

We offer customer support services that are designed to provide exceptional customer service to your clients.

Data Entry

Our team of experts can handle all your data entry needs, ensuring that your data is accurate and up-to-date.

Claims Processing

We provide claims processing services that help insurance agencies process claims quickly and efficiently.

New Business Quoting

Our Virtual Assistants can help you sell more insurance by entering quote data into your system, whether it is acords or on the carrier site.

Testimonials

What My Clients Say?

5/5
Cileen and the team at Excel CSR are the professionals you don’t know that you need until you’re working with them. She has helped me and my business to actually have a process. They generate leads, call leads, nurture them, book appointments and follow up. The benefits of having her team on my side has done wonders for my business. She is continuously figuring out how to make my business better and generate new business. Working with her make life a lot easier and take loads off from me. I recommend Excel CSR Services for all your insurance business needs.
image(2)-min
Anes Pascal

CEO – Experts Insurance

 

Book a Consultation