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πŸ›‘οΈ BPO Services for Insurance Agencies

Streamline Operations. Reduce Costs. Maximize Productivity.

At Media Goats, we understand the unique challenges insurance agencies face β€” from managing complex documentation and policy renewals to delivering fast, accurate customer service. Our specialized BPO services for insurance agencies are designed to offload administrative burdens, improve process efficiency, and let your licensed agents focus on what matters most: serving clients and closing policies.

πŸ’Ό What We Offer

We provide end-to-end back-office and customer support services to insurance agencies of all sizes. Our trained professionals work as an extension of your team, ensuring compliance, accuracy, and speed across all key operations.

Policy Administration & Management

- Policy data entry and verification

- Endorsement processing

- Renewal tracking and alerts

- Document management and archival

- Policyholder updates and account servicing

Claims Support

- Claims intake and documentation

- Pre-screening for eligibility

- Coordination with carriers

- Status follow-ups and reporting

- First Notice of Loss (FNOL) processing


Customer Service & Communications

- Inbound/outbound call handling

- Email and chat support

- Appointment setting & follow-ups

- Renewal reminder calls

- Lead response and quote delivery

Compliance & Documentation

- KYC/AML documentation support

- Regulatory compliance checks

- Audit preparation assistance

- Digital file management in line with industry standards

CRM and AMS Support

- Day-to-day CRM/AMS management (e.g., EZLynx, AgencyBloc, HawkSoft)

- Client record updates

- Workflow automation support

- Report generation & analytics

πŸ‘₯ Who We Work With

Independent Insurance Agencies

P&C, Auto, and Life Insurance Providers

Medicare and Health Brokers


Captive Agency Teams

MGA & Wholesalers

πŸ† πŸ’‘ Why Outsource with Media Goats?

🧠 Industry-Trained Talent: Our agents understand insurance workflows, lingo, and compliance.

⏱️ 24/7 Operations: Keep your business running round-the-clock with global support teams.

πŸ’° Up to 60% Cost Savings: Reduce overhead while maintaining top-tier service quality.

πŸ” Process Transparency: Daily reports, quality checks, and real-time dashboards.

🧩 Customizable Engagements: From part-time back-office support to fully managed teams.

πŸ“ˆ The Results We Deliver

3x faster policy servicing

40% increase in agent productivity

2x improvement in client retention through proactive follow-ups

70% reduction in administrative turnaround time

πŸ”— Let’s Build a Smarter Insurance Operation

Whether you're scaling your agency or need better control over service quality and cost β€” Media Goats’ Insurance BPO Services offer the perfect balance of performance, reliability, and efficiency.

β†’ πŸ“ž Book a Free Consultation

β†’ πŸ“§ Get a Custom Proposal

Let’s find the right team for your business today.