Don't let renewals slip through the cracks
Every policy that lapses because a renewal call didn't happen is revenue walking out the door. OrbitReps places dedicated account executives, claims support staff, and billing specialists who keep renewals, follow-ups, and policy administration moving — without adding to your agency's overhead.
Administration competes with sales for the same hours
Agents are most valuable writing new business and advising clients — not chasing renewal signatures, processing claims paperwork, or following up on past-due premiums. When these tasks fall to the same people, both new business and retention suffer.
Roles insurance agencies place most often
Account Executives
Outbound renewal calls, retention follow-ups, and account management for existing policyholders.
Claims Support
Initial claims intake, documentation collection, and status follow-up with carriers on behalf of clients.
Billing & AR/AP
Premium billing, payment processing, and follow-up on past-due accounts.
Customer Service
Answer policyholder questions about coverage, billing, and documents via phone and email.
Virtual Assistants
Policy data entry, document preparation, and calendar management for agents.
Renewal follow-up that actually happens on schedule
Renewal and retention work is repetitive but time-sensitive — exactly the kind of task that gets skipped when an agency is busy. OrbitReps staff follow a defined renewal cadence, typically starting 60-90 days out, so policies get the attention they need before they lapse.
- Defined renewal follow-up cadence, not ad-hoc reminders
- Staff trained on common agency management systems
- Claims status tracking so clients aren't left wondering
- Confidentiality agreements for handling policyholder information
Good fit if your agency is dealing with
Renewals slipping past their window
because no one followed up in time.
Claims status questions
that take days to answer.
Past-due premium accounts
with no consistent follow-up process.
Agents doing data entry
instead of meeting with clients.
Policyholder calls during peak hours
going to voicemail.
No documented retention process
across the agency.
Frequently asked questions
Can staff work in our agency management system (AMS)?
Yes. We match candidates with relevant AMS experience and provide structured onboarding for your specific platform and workflows.
How is policyholder information protected?
Staff sign confidentiality agreements before receiving system access, and access is scoped to only the information needed for their role.
Can offshore staff handle licensed insurance activities?
Roles are scoped to administrative, support, and follow-up functions rather than licensed sales or advice activities, in line with applicable regulations. We'll discuss specific role boundaries during scoping.
What does a typical renewal follow-up cadence look like?
This is customized to your agency's process, but commonly starts with outreach 60-90 days before expiration, with follow-ups at defined intervals until the renewal is confirmed or the policy lapses with documented reason.
Ready to staff up for insurance?
Tell us what's slipping — calls, bookings, billing, support — and we'll match you with staff who already understand this industry.
Start the conversation →Roles commonly staffed for insurance
Account Executives
Renewal calls, check-ins, relationship management, and account follow-up.
Billing & AR/AP
Premium billing, payment processing, collections, and vendor bill support.
Customer Service
Policyholder communication across phone, email, documents, and billing questions.
Virtual Assistants
Policy data entry, document preparation, inbox support, and calendar management.
Similar industries we support
Healthcare
Support for patient calls, insurance follow-ups, billing, and administrative tasks.
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Administrative staffing support for service businesses with recurring coordination needs.
Repair Shops
Support for scheduling, estimates, customer follow-ups, billing, and back-office admin.
Build your Insurance team
Share a few details about your insurance operation and a staffing advisor will follow up within one business day with role recommendations and pricing.