The hidden work that makes insurance run…handled.
Built for MGAs, MGUs, carriers, general agencies, and loss control companies. Order entry, COI tracking, sending notices, data management, document indexing & retrieval, digital file storage & organization, and constant broker status calls aren’t listed in anyone’s job description…BUT they can slow your entire operation to a crawl.
We take that operational friction off your plate. Working entirely inside your existing systems, our insurance-trained teams handle your core back-office tasks, contact center operations, and administrative workflows—so your team can focus on growth.
Lower Cost vs Internal Hires
Overnight Processing & Turnaround
Minimum Fractional FTE
AI QA Overlay in Production
The Operational Story
Here is a real shape we see constantly. A client's customer service load looked routine until it got measured. One legacy process — broker communication plus the data analysis behind it — was consuming about three and a half days of team time every week. Not a crisis. Nobody escalated it. It just quietly ate 70% of a person, permanently.
The reflex is to staff it. Add a head, absorb the load, move on. That is the wrong read. Three and a half days a week going into pulling reports for brokers is not a staffing problem — it is a tooling problem wearing a staffing costume. The fix was not another person pulling the report. The fix was giving the client the ability to pull their own.
This is what we mean by operational administration. Not renting you hands to absorb volume, but documenting the workflow well enough to see which parts should not exist. Sometimes the answer is our team running the process. Sometimes the answer is our team building the SOP that makes the process unnecessary. The engagement should tell you which.
What we will not do is quietly bill you for three and a half days a week forever and call it capacity.
Quality at Volume
Our AI QA Agent has been in production since June 2026. It runs on top of LC360 and is configurable to other client platforms, checking output against a rule set our quality teams built from tracked error patterns across live insurance programs. The rules came from our QA checklists, the accumulated record of what actually goes wrong on real orders, real COIs, and real documents. The same rule-based checking underpins our QA for loss control reports.
It has been reviewed and validated by QA professionals, including client-side review. On high-volume administrative work, that matters more than it sounds: volume is exactly where small error rates compound into real exposure, and where human sampling misses things by definition. The overlay checks what sampling skips.
Behind it sits our two-sided scorecard — program-level trend tracking plus individual error-pattern tracking. Running for years, manually. Every error classified: a true error goes to accountability, something new goes into the checklist. Learn, apply, maintain. The overlay is that loop, running at machine speed.
Scope of Work
Insurance-native teams. A COI is not a generic document to us, and a DOB review is not a research project.
We work inside your systems, LC360, your policy admin platform, your DMS, and manage the loss control system integration when a workflow spans more than one.
We document the workflow before we run it, which is how bottlenecks become visible instead of permanent.
24/7 turnaround — overnight processing, next-morning delivery.
Fractional capacity from 0.3 FTE, ~50% cost savings versus internal hires.
SOC 2 Type 2 certified and ISO 27001 certified , with annual third-party penetration testing.
The administrative processes that keep an insurance operation running — order entry, data management, COI tracking, document services, records management, and policyholder or broker communication. They rarely appear on a job description but they determine throughput.
Certificate of Insurance management covers review, tracking, verification, issuance coordination, indexing, and workflow administration around all of it. The Back Office Operations Solutions Team runs it inside your system, not a separate tracking tool.
Yes. DOB main screen pulls, complaints, violations, filings, ARA/LAA, and OFAC checks, plus loss runs, property reports, deeds, ACRIS, condo declarations, and HPD records.
Document preparation and processing, file creation and management across SharePoint, shared drives, and DMS platforms, digital filing, indexing, and retrieval — with labeled folder structures documented as SOPs during onboarding.
Yes. Policyholder and broker inquiry handling across phone and email, ticketing and case management, follow-up coordination, and service experience monitoring.
Yes. Demand-spike support includes rapid resource deployment, backlog processing, and high-volume handling — useful during CAT events, renewal surges, or system migrations, without adding permanent headcount.
The Back Office Operations Solutions Team AI QA overlay has been in production since June 2026. It runs on LC360 and is configurable for other systems, checking output against rules built from tracked error patterns on real orders and documents. It has been reviewed and validated by QA professionals, including client-side review.
From Back Office Operations Solutions Team QA checklists, which were built from the two-sided scorecard the Back Office Operations Solutions Team have run manually for years—program-level trends plus individual error patterns. The overlay runs that same loop at machine speed.
It can, if the provider only rents you capacity. The Back Office Operations Solutions Team documents workflows before running them, which surfaces the processes that should be eliminated rather than absorbed. Sometimes the right answer is the Back Office Operations Solutions Team running the process; sometimes it is building the SOP that makes it unnecessary.
Yours. LC360, your policy administration platform, and your document management system. No parallel Back Office Operations Solutions Team-side tool and no migration.
SOC 2 Type 2 certified and ISO 27001 certified, with annual third-party vulnerability penetration testing, biometric access control, BCP compliance across four offices in two cities, and 24/7 UPS and generator backup.
Roughly 50% less than internal hires, depending on scope and volume. Fractional capacity from 0.3 FTE means you staff the actual gap rather than rounding up to a full role.
That is the one to talk about first.
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