Meet insurance operations’ best-kept secret
More capacity.
Stronger margins.
Staff Boom provides dedicated teams trained on insurance workflows, systems, and processes to extend your operational capacity, streamline day-to-day work, and help your agency scale without adding more pressure to your internal team.
Per module
$1,199
Built for
Applied Epic and AMS360
Book a meeting
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
Enable efficient growth by supporting new business through 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.
The best way to start
Recommended Module Groupings
We recommend the following module groupings based on complementary functionality.
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.
Includes
Module 1: Document Management
Module 2: Policy Serving
Module 3: Certificates / POI
Core Policy Operations
Unify document management, core servicing, certificates, and policy checking to improve consistency, reduce rework, and support scalable policy operations across the lifecycle.
Includes
Module 1: Document Management
Module 2: Policy Serving
Module 3: Certificates / POI
Module 4: Policy Checking
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.
Includes
Module 1: Document Management
Module 2: Policy Serving
Module 3: Certificates / POI
Module 4: Policy Checking
Module 5: Submission & Policy Prep
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.
Includes
Module 1: Document Management
Module 6: Accounting
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