Insurance Services
Insurance back office support, across the policy lifecycle
End-to-end policy, servicing and claims support for agencies, MGAs and carriers.
Insurance exists to absorb risk that a business or a household could not absorb alone — a fire, a collision, a liability claim, a breach. Property and casualty policies are written to fit the specific exposures of the person or business buying them, which is exactly what makes them administratively heavy. Every quote, endorsement, certificate and renewal carries detail that has to be right.
That administrative weight is what we take on. VSV Global Enterprises provides back-office support across the policy lifecycle, from the first submission through to claims and renewal, working inside your agency management system and to your standards. Our teams are trained on insurance process specifically, so the work does not need re-checking line by line.
Who we support
- Retail Agents & Brokers
- Wholesale Brokers
- Managing General Agents (MGAs)
- Carriers
- Claims Administrators & TPAs
- Program Managers
Scope
What we take on
Engagements rarely start with all of this. Most begin with one process and widen once the turnaround and accuracy are proven.
New business
From first submission through to the policy being issued, with the rating and market comparison already done by the time it reaches you.
- Quotation, submission and rating
- Carrier submissions and market comparison
- Binders
- Policy issuance
Servicing
The mid-term work that fills an account manager's day — endorsements, certificates, renewals, and the chasing that comes with all three.
- Policy checking
- Endorsements and mid-term changes
- Certificates of Insurance & ACORD forms
- MVR review
- Loss run ordering and review
- NOC / NOR processing
- Premium finance processing
- Policy renewals and renewal prep
Claims
First notice through to closure, documented and followed up on a schedule so nothing sits waiting for someone to remember it.
- First Notice of Loss (FNOL)
- Claims intake, setup and follow-up
- Claims documentation and status tracking
Agency support
The administrative layer underneath everything else: keeping the management system accurate and the filing where it should be.
- Data entry into the agency management system
- Document indexing and filing
- Agency accounts reconciliation
Lines of business we handle
- Homeowners Insurance
- Auto Insurance
- Condo Insurance
- Renters Insurance
- Landlord Insurance
- Umbrella Insurance
- Commercial Property Insurance
- Commercial Auto & Trucking
- Cyber Liability Insurance
- General Liability
- Workers' Compensation
Why VSV Global
For insurance clients
The reasons that matter to this kind of work, rather than a general list.
Insurance-trained, not general back office
Our insurance teams are trained on P&C process specifically — rating, policy checking, endorsements, ACORD forms, FNOL — so they understand what they are looking at.
We work inside your AMS
We operate in your agency management system on your workflows, so your records stay in one place and nothing has to be re-keyed.
Built for renewal season
Renewal prep, policy checking and certificate volumes spike predictably. We staff for the spike rather than letting it queue.
How do we work?
From first conversation to steady state
No surprises in the middle. Here is the sequence every engagement follows.
- 01
Understanding your requirement
We map what you actually do — volumes, systems, turnaround expectations, and where the work is currently getting stuck.
- 02
Building your team
We select people with the right background and put them through domain training specific to your account before they begin.
- 03
Integrating with your process
We adopt your tools, templates and compliance requirements, and agree exactly who does what and by when.
- 04
Running the work
Your team handles the day-to-day with documented procedures behind it, so output stays consistent regardless of who is on shift.
- 05
Reviewing and improving
We track quality and turnaround, take your feedback formally rather than informally, and adjust the process.
There are 7 steps in total, including how we protect your data and how we report back.
See the full process
Tools
We work inside the systems you already use
We work in your agency management system on your workflows, so records stay in one place.
Insurance
- Applied Epic
- AMS360
- Vertafore
- EZLynx
- NowCerts
CRM & workflow
- Salesforce
- Monday.com
General
- Microsoft Excel
FAQs
Insurance Services — questions we get asked
If yours is not here, ask it directly and you will get a straight answer rather than a callback request.
Do you work inside our agency management system?
Yes. We log in to your AMS and work there, on your workflows and naming conventions, so records stay in one place and nothing has to be re-keyed into a second system. Access is granted by you and can be restricted to named users and specific modules.
How do you protect carrier portal credentials and client data?
Credentials are held under your access control, not ours — named users only, no shared logins, and no credentials stored locally. Every team member signs an NDA before starting, works from a controlled environment, and has access limited to the accounts they are assigned to.
What turnaround should we expect on policy checking and certificates?
Turnaround is agreed in writing as part of the scope rather than quoted generically, because it depends on volume, line of business and how complete the source documents are. Whatever is agreed becomes the standard your reporting is measured against.
Can you handle the spike at renewal season?
Yes, and it is one of the main reasons agencies bring us in. Renewal prep, policy checking and certificate volumes rise predictably, so we staff for the peak and scale back afterwards rather than letting the queue build.
Do you work US or UK business hours?
We run to your calendar, with deliberate overlap into your working day so questions get answered the same day rather than the next one.
Can we start with a small piece of work rather than the whole function?
That is usually the better way to begin. Most engagements start with one process — certificates, or policy checking, or FNOL intake — and widen once the accuracy and turnaround are proven.
Talk to us about insurance services
Tell us which function is costing you the most time. We will come back with a scope, a turnaround commitment, and a price — usually within two working days.