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Why to choose us?? 🤔
Dedicated Virtual Team
Get access to your own account manager and experienced CSRs, ready to handle your agency’s workflow with flexibility and precision. Our team adapts to your time zone and working hours, acting as a true extension of your office.
Certificate Management & Compliance
We manage the full lifecycle of certificates, including issuing COIs, creating master certificates, and renewing them on platforms like Applied Epic and CSR24. Our team ensures all policies on certificates are active, with accurate limits, vehicles, and driver details. We also unlock portals for insureds and process COI requests promptly, minimizing client wait times and ensuring compliance.
Commercial & Personal Lines Quoting
From General Liability and Workers Compensation to Cyber and E&O, we handle detailed quoting for a wide range of commercial lines. Our team prepares accurate, customized quotes for both new and renewal business, aligning with carrier requirements. We also manage personal line quotes, including auto, homeowners, umbrella, and flood insurance, delivering timely proposals to support your sales goals.
Endorsement Processing & Policy Updates
Our experts handle all types of endorsements such as adding/removing vehicles or insureds, changing coverage limits, and updating mailing addresses. We process these efficiently through Applied Epic and carrier portals, ensuring policies remain accurate and active. We also handle cancellations, reinstatements, and policy suspensions, giving you peace of mind with every transaction.
Advanced CRM & Tools Integration
We work with tools like Agency Managment system, CRM’s, Better Agency, DocuSign, and PDF editors, ensuring we align with your current systems and enhance your productivity without disruption.
Payment Monitoring & Client Follow-Up
We proactively track pending payments across carriers like Nationwide, Travelers, Progressive, and more. Clients with unpaid premiums are contacted via email and phone, and payments are collected securely over calls. Receipts are promptly shared with clients and systems updated, ensuring accurate financial records and reduced lapse rates.
Auto ID Cards & Vehicle Management
We manage the end-to-end process of issuing Auto ID cards, including data entry for new vehicles, lienholder updates, and CARFAX report retrieval. Auto ID cards are generated accurately for different states (e.g., NY, CT, FL), and all records are kept current to ensure compliance and client satisfaction.
Policy Binding with Accuracy and Speed
From proposal updates to premium verification, we ensure all policy details are correct before binding. We update producer, account manager, and certificate manager info, revise coverage, and prepare premium summaries. Once validated, we bind policies and confirm payment terms—ensuring a smooth and error-free process.
Property Data & Flood Quote Generation
We gather detailed property information using tools like Zillow, Redfin, and Real Capital Analytics, supporting accurate quoting and risk analysis. We also prepare and deliver flood quotes efficiently, ensuring your agency can respond promptly to client needs with reliable data and proposals.
Document Handling Across Carrier Portals
Our team pulls and submits signed documents, payment receipts, and loss run requests from various carrier portals. We manage uploads to client accounts, send renewal questionnaires, and maintain all necessary documentation in folders like VFIS—keeping your records complete, accurate, and compliant.
Book of Business Management & Client Support
We maintain and update your agency’s customer base, tag clients on InsureMine, and handle all communication, including e-sign document delivery and payment reminders. This ensures improved client engagement, higher retention rates, and smooth daily operations—supporting your agency’s long-term growth.
AMS Platform Expertise
Our team is proficient in Applied Epic, Hawksoft, and Ezlynx, handling policy entries, endorsements, renewals, and client communication seamlessly. We manage activities, suspenses, invoices, and commission updates across these platforms, ensuring your data is organized, updated, and ready for decision-making.
Seamless Scalability & Peace of Mind
As your agency grows, so do your needs — and we grow with you. Our flexible support model allows you to scale operations effortlessly without the stress of hiring, training, or overhead costs. With NEX BACKOFFICE, you gain a reliable partner who’s invested in your success, delivering consistent results so you can focus on building relationships, expanding your client base, and driving profitability — all with complete peace of mind.