Here's what we take off of your plate...

New Policy Processing

Our team can handle policy-related tasks, so you can focus on generating revenue and serving your clients.

  • New Auto & Home Quoting
  • Renewal Quotes
  • Lienholder & Mortgage Endorsements
  • Cancellations
  • Non-Renewals

Insurance Renewals

By taking care of tasks like non-renewals and expiration reports, we can help your staff provide better customer service and work more efficiently.

  • Non-renewals
  • Renewal quoting
  • Expiration reports
  • Intent to Cancel
  • Suspense items
  • Renewal Reports & Letters
New Insurance Support

We can help you act quickly on new business opportunities by streamlining your quoting and submission processes.

  • New & Re-Shop Auto Insurance quotes
  • New & Re-Shop Homeowner's quotes
  • Application Processing
  • eSignatures
Insurance Policy Servicing

Our team can monitor various factors to identify policies that are at risk of cancellation, helping you keep your clients happy and loyal.

  • Carrier Site Uploads
  • Certificates of Insurance
  • Evidence of Insurance
  • Inspection Result Letters
  • Data Clean-up
  • Cancellations
  • Reinstatements

Onboarding Services

We help you properly configure and use all of the features of your AMS, and apply our best practices to your agency's workflows.

  • AMS Configuration
  • AMS Optimization
  • Email & SMS Setup
  • Microsoft Teams Training
  • Standardize Letter Templates
  • Standardize SMS Messages
  • Best Practices Agency Workflows
Work Images
Work Images

More than a Virtual Assistant

Staffer.pro offers a range of insurance agency services and expertice to help your agency become more efficient and open new opportunities for growth. Here are some ways we can assist you:

Agency Management Systems

We consult on AMS best practices and technologies, then configure and manage the AMS so your agency runs like a well-oiled machine.

1

New Business Support

We can help you act quickly on new business opportunities by streamlining your Auto & Home quoting.

2

Policy Servicing

Our team can monitor various factors to identify policies that are at risk of cancellation, helping you keep your clients happy and loyal.

3

Renewal Support

By taking care of tasks like non-renewals and expiration reports, we can help your staff provide better customer service and work more efficiently.

4

Work Smarter, Not Harder

Clear the Backlog

We handle the important service tasks, such as quoting and Begining-of-Day work, and ensure they are processed promptly. With our best practices agency procedures, you can be sure that critical tasks are completed without delay. We also update your agency management system, making it easier for you to focus on your customers.

Grow Your Agency

Our staff handles the tasks that distract you from focusing on what's important - providing exceptional customer experiences that create loyal customers. This allows you to boost sales and fuel the growth of your agency.

Be More Profitable

Your team is essential to your business's success. Keep them motivated and fulfilled with more valuable tasks. Our skilled insurance staff provides the necessary support, reducing your operational costs and improving your profitability.

Our Founder

Ana Miranda

Founder & Managing Director
20+ year licensed captive and independent insurance agent