Insurance is a people-focused sector, and brokers who come to us identify the need for strong personal relationships to build trust with their customers.

They have found that with the introduction of more compliance to design and distribution obligations, increased documentation requirements for insurance reviews and renewals, time-consuming back-end work for brokers has grown. Naturally, this increased workload redirects valuable resources which could be used to grow the business.

Our clients tell us there is a shortage of experienced and reliable broker support professionals within the insurance industry.

Trusting customer management and administration to a dedicated insurance broker support professional means our clients don’t pay high-end wages for essential business tasks and are free to focus on what’s most important – customer relationships.

Our broker support professionals take on the demands of back-end work, including applications, renewals and quotes, maintaining databases and managing customer communication.

They liaise with insurance underwriters to create client information using industry-standard software and underwriting portals, handle insurance proposals, follow up on claims paperwork, and liaise with claims recoveries.

For our insurance broking clients, this equals peace of mind, knowing admin, invoicing, contracts and communications are completed on time and to the highest standard.

Rami Fahmy

Director/Insurance Advisor, Nsure Insurance Advisors

Returning Focus to Growth with The Help of an Offshore Team

After four successful years using TryPOD, I don’t know why we didn’t engage them sooner! With their help, we’re avoiding paying high-end wages for simple business tasks while I spend time training new employees on building, acquiring and maintaining client relationships.

TryPOD’s history as an HR team gives them the skills to find the right people who fit our company’s culture and the roles we need to fill, all while keeping up with our rapidly expanding business. With Hosted Employees in place, our staff on the ground are focusing on new business while our offshore personnel handle the supporting tasks. It’s made a significant difference to our business.

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