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We are a team of

Virtual Assistants
For Insurance Agencies Trained By Industry Pros!

Outsourced talent for when you need to offload tasks and scale your personal or commercial insurance agency.

Notices of cancellation

We manage and process insurance policy cancellations efficiently, ensuring compliance and timely communication.

Certificates of insurance

We issue and handle certificates of insurance quickly and accurately, ensuring clients have the necessary proof of coverage.

Billing inquirie

We address and resolve billing questions, providing clear and accurate communication with clients regarding their accounts.

Customer service

We provide exceptional customer support, addressing client needs and inquiries to maintain high satisfaction levels.

See How Our Services Work for You

  • 1 - Intro call

    We discuss your needs and provide an overview of our services and process.

  • 2 - Proposal

    We present a detailed plan tailored to your specific requirements and goals.

  • 3- Cabdidate Submission

    We submit profiles of suitable candidates for your review and selection.

  • 4 - Onboarding

    We ensure a smooth transition and thorough training for your chosen virtual assistant.

About us!

Who we are?

Welcome to ActiveCSR, your trusted partner in safeguarding your future and providing peace of mind. We understand that life is filled with unexpected twists and turns, and that’s why we’re here to protect what matters most to you.

Our Commitment
At ActiveCSR, we are dedicated to serving our valued customers with integrity, transparency, and excellence. We believe that insurance is not just about policies and premiums; it’s about building relationships and being there when you need us the most. With a rich history and a vision for the future, we are committed to delivering insurance solutions that go beyond the ordinary.

Services

What we offer?

We offer virtual assistants specifically trained for insurance agencies, handling tasks such as notices of cancellation, certificates of insurance, billing inquiries, and customer service.

Our top services
All services

Notices of cancellation

We manage and process insurance policy cancellations efficiently, ensuring compliance and timely communication.

Certificates of insurance

We issue and handle certificates of insurance quickly and accurately, ensuring clients have the necessary proof of coverage.

Billing inquirie

We address and resolve billing questions, providing clear and accurate communication with clients regarding their accounts.

Auto ID Cards

We quickly generate and distribute auto ID cards, ensuring clients have immediate access to their insurance details.

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Motor Vehicle Reports

We obtain motor vehicle reports, providing essential information for underwriting and risk assessment.

Setup BOR Letters

We set up Broker of Record (BOR) letters to facilitate seamless transitions of insurance agency representation.

Emailing

We manage and respond to client emails efficiently, ensuring timely and professional communication.

CRM Management

We manage Customer Relationship Management (CRM) systems, ensuring organized and effective client interactions.

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Testimonials

Hear from Our Clients

Contact Us

Don't Hesitate to Contact Us

We’re dedicated to providing exceptional service, ensuring a smooth process from the initial call to onboarding. Our skilled virtual assistants handle cancellations, certificates, billing inquiries, and customer service efficiently. Clients praise our cost savings and improved operations. Contact us to discuss how we can support your insurance agency needs.

+1-559-702-6492

Axilsoftoffice@mail.com

Ask A Question To Our Amazing Team

And Get a response Quickly. we are committed to serving our valued customers with integrity, transparency, and excellence. We understand that life is filled with unexpected twists and turns, and that’s why we’re here to protect what matters most to you.

Our

Affordable Pricing Plans

Basic Package

Per Hour
6$
Dedicated Insurance Assistant
Full-time (40hrs/week) availability
Bilingual (English & Spanish)
Bilingual (English & Spanish)
College Educated
Laptop & home office setup
Dedicated Account Manager
Time tracking software
Recruitment of additional hires
HR & Finance support
Monthly contract renewals
Free Replacements

Standard Package

Per Hour
6$
Dedicated Insurance Assistant
Full-time (40hrs/week) availability
Bilingual (English & Spanish)
Bilingual (English & Spanish)
College Educated
Laptop & home office setup
Dedicated Account Manager
Time tracking software
Recruitment of additional hires
HR & Finance support
Monthly contract renewals
Free Replacements
Sale

Premium Package

Per Hour
6$
Dedicated Insurance Assistant
Full-time (40hrs/week) availability
Bilingual (English & Spanish)
Bilingual (English & Spanish)
College Educated
Laptop & home office setup
Dedicated Account Manager
Time tracking software
Recruitment of additional hires
HR & Finance support
Monthly contract renewals
Free Replacements

Blog

Our Latest Blogs & News

  • All Posts
  • Case Studies
  • Cybersecurity
  • DevOps
  • Software Development
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Empowering Your Business with Cutting-Edge Virtual Assistants services.

We Are Virtual Assistants For Insurance Agencies Trained by Industry Pros.

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