We manage and process insurance policy cancellations efficiently, ensuring compliance and timely communication.
We issue and handle certificates of insurance quickly and accurately, ensuring clients have the necessary proof of coverage.
We address and resolve billing questions, providing clear and accurate communication with clients regarding their accounts.
We provide exceptional customer support, addressing client needs and inquiries to maintain high satisfaction levels.
We discuss your needs and provide an overview of our services and process.
We present a detailed plan tailored to your specific requirements and goals.
We submit profiles of suitable candidates for your review and selection.
We ensure a smooth transition and thorough training for your chosen virtual assistant.
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.
We offer virtual assistants specifically trained for insurance agencies, handling tasks such as notices of cancellation, certificates of insurance, billing inquiries, and customer service.
We manage and process insurance policy cancellations efficiently, ensuring compliance and timely communication.
We issue and handle certificates of insurance quickly and accurately, ensuring clients have the necessary proof of coverage.
We address and resolve billing questions, providing clear and accurate communication with clients regarding their accounts.
We quickly generate and distribute auto ID cards, ensuring clients have immediate access to their insurance details.
We obtain motor vehicle reports, providing essential information for underwriting and risk assessment.
We set up Broker of Record (BOR) letters to facilitate seamless transitions of insurance agency representation.
We manage and respond to client emails efficiently, ensuring timely and professional communication.
We manage Customer Relationship Management (CRM) systems, ensuring organized and effective client interactions.
They have significantly reduced our overhead costs while maintaining exceptional service quality. Highly recommend!
Our operations have become much more efficient with 360CSR's dedicated virtual assistants. Excellent support team!
We have seen a noticeable improvement in customer satisfaction since partnering with you guys. Reliable and professional.
Their bilingual support has expanded our reach and improved communication with our clients. Outstanding value!
We Are Virtual Assistants For Insurance Agencies Trained by Industry Pros.
