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Insurance agencies

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Insurance services for retail

Insurance support services for agencies

SBL offers highly scalable, trustworthy and customised insurance services for agencies to help them scale effectively through the changing insurance market and evolving customer dynamics so as to stay competitive. We not only help optimise your existing insurance processes but also automate them as per the need. Our services include insurance quote summary, insurance claims administration, certificate of insurance (COI), document indexing & filing, loss run processing, policy checking, billing & accounts receivable, and insurance renewal exposure summary. SBL also specialises in providing refined portfolio management services to insurance brokers in various insurance verticals, including P&C insurance, life insurance, health insurance, and annuity insurance. As your insurance service partner, we understand the need to use the latest tools and software like CRM, which consists of Hubspot, Salesforce, Zoho, salesman and Freshworks to manage customer funnel management. We also efficiently integrate insurance software with the cross-channel communication tools such as mobile monkey for SMS usage, mail chimp email and Hootsuite for social media for effective customer communication. In addition, SBL provides global insurance agencies with bespoke solutions that align with the agency’s culture and specific business demands as part of our Insurance BPO services. Our insurance back-office experts have a reputation for providing our clients value-added insurance services while lowering their operational expenses and enhancing cash flow. Our team also understands the need to use list manager, web and cloud tools, and integrated marketing communication tools apart from the building on the traditional methods, including maintaining interpersonal relations based trust building with the client. We assist you in providing the best insurance quotes based on metrics mapping, assisting you in structuring a synopsis as per your client’s requirements and  getting accurate carrier financial ratings as per your demand. SBL’s insurance service specialists take an updated overview of the government compliances and prospects for private and public entities, after which a thorough investigation of claims follows. Our insurance back-office specialists ensure that getting and issuing a certificate of insurance is a quick and precise process. This procedure is bolstered by effective third-party communication and the processing of amended certificates following insurance renewals. While your office team continues with the deliverables of the core insurance services, we can also help you with implementing fraud prevention policies for your operations.

Our comprehensive range of services

  • Loss run processing services
  • Insurance quote summary and proposal
  • Document imaging and indexing service
  • Insurance accounting and billing services
  • Certificate of insurance (COI)
  • Insurance policy management/policy checking and administration
  • Insurance renewal exposure summary services
  • Claims administration
  • Insurance agency management
  • Insurance bookkeeping and forensic accounting
  • Public policy engagement services
  • Policy owner services
  • Insurance credentialing services

Why choose SBL's insurance services for

SBL offers an end-to-end and customised solution for insurance agencies in a short turnaround time.. Our insurance experts are versatile and flexible to  the needs of the in-house staff and work towards inviting cash flow while also promoting a reduction in operational costs. We help you with sorting heavy files, which saves a lot of your staff’s time. Our team is diligent in maintaining lost run data records due to their efficiency in handling file management software. You can rely on SBL’s insurance experts for adherence to the changing financial requirements and regulations in the insurance landscape.

How to get started

At SBL, we combine high-end infrastructure and professional competence while keeping the demands of our clients as the priority. With a dedication to helping your team smoothen and streamline the paperwork and deliver timely services, our experts work in multiple time zones to promote organisational productivity. 

Connect to us to explore various ways our dedicated services for insurance agencies can be helpful to your company!

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