What is Shared Services?
Shared Services is an “insurance in a box” operating model that lets you seamlessly outsource back-office workflows using best-in-class SOPs. It gives agencies with limited capacity immediate operational support to scale—allowing your internal team to refocus entirely on sales and client service.
Unlike a traditional 1:1 FTE model limited by a single employee’s hours, Shared Services delivers flexible, KPI-driven capacity. Instead of paying for fixed headcount, you plug into a shared operational engine that absorbs your workload as your agency grows.
Your Operational Model at a Glance
Shared Services centralizes repetitive, transaction-heavy insurance workflows into one standardized operating model, allowing your team to focus on sales, client relationships, and business growth.
Cost-effective alternative to hiring additional staff.
Flexible operational capacity that grows with your agency.
Standardized insurance workflows built on industry best practices.
Built-in KPIs, SLAs, and performance reporting.
Experienced insurance professionals working within your existing AMS.
Faster implementation with minimal disruption.
No changes to your producers, account managers, or client-facing teams.
Capacity Pricing Note: Each module includes 3,300 minutes of operational support per month. As your workload changes, capacity is applied where it’s needed most, helping your agency stay productive with predictable costs and complete transparency.
Where Growth Breaks and
How Shared Services Fixes It
Our partners are insurance organizations, of all sizes, that want to sharpen their sales and service focus, strengthen client retention, and support organic growth. If your agency is experiencing any of the patterns below, Shared Services is built for you.
1
Demand Outpaces Operations
2
Revenue Roles Are Overextended
3
Hiring Isn’t Solving Scale
4
Limited Operational Visibility
What You’re Experiencing
Sales pipelines are healthy, but back office throughput limits execution. Increased volume creates backlogs instead of leverage.
What It Signals
Operational work is expanding faster than revenue.
What You’re Experiencing
Producers and Account Managers are bogged down by endorsements, downloads, renewals, and routine admin. Revenue generating roles are pulled away from clients and growth strategy.
What It Signals
No clear separation between revenue work and execution work.
What You’re Experiencing
Rising payroll, benefits, and turnover pressure compress margins. Experienced CSRs are hard to hire and retain.
What It Signals
Every growth cycle requires added onboarding, training, and management effort.
What You’re Experiencing
Performance varies by person instead of process. KPIs, SLAs, and throughput aren’t consistently measurable.
What It Signals
Leadership lacks clear visibility into capacity, cost, and operational risk.
System Readiness: Currently supports Applied Epic and AMS 360 (Hawksoft available in Q4).
Strategic Alignment: Partners get the most from this model by adopting standardized workflows and best practice led execution.
The Shared Services Advantage
Shared Services is more than outsourced labor, it’s a proven, end to end operating model. We deliver consistent execution through standardized, plug and play workflows, ongoing quality controls, and specialized insurance operations teams working directly inside your systems. This gives you scalable capacity without adding headcount, operational risk, or management burden.
How Our Capacity Works
Explore Our Modules
Instead of outsourcing an entire department, you can select the specific workstreams your agency needs. Module 1 is the required foundation and it must be included with any additional module purchase
Module 1:
Document Management
Establish a reliable back office foundation by centralizing document management.
Module 2:
Policy Servicing
Execute core policy servicing tasks consistently to reduce administrative drag.
Module 3:
Certificates/POI
Create a unified engine that connects your renewals to drive consistency and reduce rework.
Module 4:
Policy Checking
Support efficient growth by backing new business with structured policy checking and documentation.
Module 5:
Submission & Policy Prep
Deliver end to end commercial lines execution by aligning submissions and carrier communication.
Module 6:
Accounting
Improve financial accuracy and reduce friction by supporting direct bill reconciliation and transaction processing.
Recommended Module Groupings
The Shared Services team recommends the following module groupings based
on common agency needs.
Foundational Backoffice
Establish a reliable back office foundation by centralizing document management and executing core servicing tasks consistently, reducing administrative drag, missed items, and processing delays.
Core Policy Operations
Create a unified policy operations engine that combines document management, core servicing, Certificates, and Policy Checking to drive consistency, reduce rework, and support scalable, standardized execution across the policy lifecycle.
Policy Lifecycle Growth Support
Deliver end to end operational support across renewals, new business, and marketing alignment, connecting documentation, carrier communication, and validation to support revenue growth at scale.
Accounting Support
(Direct Bill Reconciliation)
Improve financial accuracy and reduce accounting friction by supporting direct bill reconciliation, transaction handling, and document tracking within your existing accounting workflows.
Your Onboarding Timeline (2–4 Weeks)
Low-friction integration to activate your Shared Services without disruption.
Step 1
Audit & Alignment: Confirming scope, workflows, and data readiness.
Step 2
The Kickoff: Establishing clear timelines, communication paths, and escalation protocols.
Step 3
Training & Prep: Preparing for seamless collaboration and go-live readiness.
Step 4
Activation: Final configuration and official launch with built-in service standards.
Ready to Optimize Your
Operations? Let’s Connect
Let’s set up a conversation to map out how Shared Services can strengthen your
operations and support your growth goals.
