Insurance Agencies, any line
Your producers should be selling. We handle the rest.
Quote prep, certificates, endorsements, renewals, and follow-up come off your licensed team. Then we recover the revenue already sitting in your book.
Off your producer's desk today
- Renewal info gathered for next month
- 3 certificates issued
- Quote comparison prepped for review
- Stalled quotes followed up
- Endorsement request processed
Illustrative example of daily tasks.
Your agency, stage by stage
Tap a stage to see what we take off your plate.
Attract and respond
- Answer and route inbound calls
- Respond to new web and referral leads fast
- Book appointments on your calendar
- Track X-dates and prospect lists
Underneath every stage: inbox and calendar, agency system updates, documented SOPs, and backup coverage through Level 9 OS™. Assistants provide unlicensed admin support; advice and binding stay with your licensed producers.
Revenue Recovery
The money is already in your book.
Most agencies don't need more leads first. They need someone to finish the ones they already paid for.
How it worksDay-to-day agency support
Get the admin work off your producers' desks
Recovery finds the money already in your book. These options handle the everyday work of quoting, service, and answering the phone, so new opportunities stop slipping through in the first place.