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Drive Profitability with Proven Insurance Agency Management Services

Managing an insurance agency means juggling policy renewals, client servicing, claims, and compliance—all while trying to grow your business. When outdated processes hold you back, it's time for a smarter solution.

Flatworld Solutions delivers comprehensive insurance agency management services that streamline day-to-day operations and bring order to the chaos. With 22+ years of experience in insurance BPO, we help agencies automate routine tasks, improve turnaround times, and scale effortlessly.

Whether you're an independent agency or a fast-growing MGA, our tech-enabled solutions are designed to integrate seamlessly with your workflows—boosting productivity, accuracy, and customer satisfaction.

Focus on what matters most—your clients. We'll take care of the rest.

Our Insurance Agency Management Services

At Flatworld, we have more than 20 years of experience in providing robust insurance agency management services to clients across USA, UK, Australia, etc. Our services are designed from the ground up to be extremely streamlined and focus on the smaller things which directly result in significant and much-needed changes to the entire insurance process.

Our services include the following -

New Business Services

Setting up new insurance operations becomes simple with structured support that covers end-to-end tasks. From onboarding clients to managing workflows, these services streamline day-to-day functions so agencies can focus on growth while backend tasks run efficiently.

Insurance Policy Management

Managing policies demands accuracy, compliance, and attention to operational flow. Services include end-to-end policy lifecycle management—setup, changes, renewals, and cancellations—ensuring clients stay compliant and responsive to regulatory shifts and customer expectations.

Insurance Commission Management

Commission handling requires transparency and real-time tracking across multiple tiers. Automated processes and structured workflows ensure fair, timely distribution while minimizing errors and disputes, supporting both internal stakeholders and external agents.

Insurance Reporting

Detailed, timely reporting allows agencies to analyze performance and meet compliance standards. These services convert disorganized data into actionable insights through custom reports, helping leaders make informed decisions and meet stakeholder expectations.

Insurance Claims Data Entry

Accurate claims data entry speeds up processing and improves customer satisfaction. Services include entering claims from health, life, annuity, and general insurance—reducing bottlenecks and maintaining smooth operational flow even during high-volume periods.

Insurance Claim Management

Claims handling needs speed, accuracy, and adherence to changing laws. These services manage documentation, follow-ups, and settlements, helping insurers control costs, reduce fraud risk, and keep claimants satisfied throughout the process.

Insurance Accounting

Financial accuracy is vital to running a smooth insurance business. Outsourced accounting services provide scalable support with bookkeeping, reconciliation, and financial reporting—cutting costs while ensuring compliance with industry standards and tax requirements.

Insurance Legal Services

Legal processes in insurance require coordination, expertise, and efficiency. Services include litigation support, document handling, and legal compliance, helping agencies navigate disputes, reduce liability, and stay aligned with evolving regulatory demands.

Our Insurance Agency Management Process

Some of the world's top insurers outsource their agency management services to Flatworld solutions to consolidate and simplify their operations while reducing costs. We focus on agility and liberate your resources to work on new business opportunities which can help you regain lost ground.

As your chosen insurance agency management services company, we ensure a well-regulated process delivers your chosen service which understands your requirements and your company policies. The best way to do so is by following a standardized process which has been streamlined over the years. Our process consists of the following steps

Requirement Gathering

We sit with your team and understand your specific requirements. During this stage, we ensure the process workflow we design takes care of your existing process which works well, and then design a plan to meet your specific needs.

Planning and Setup

We share our plan for managing your insurance agency processes with the in-house team. Thereafter a round of discussions are held to identify problem areas and all necessary improvements are identified and fixed in the plan.

Process Implementation

We bring together a crack team of insurance agents to implement the plan and work on the specific requirements. The team is led by a project lead who and serves as a single point contact for all your queries.

Verification and Validation

All data and insurance-related functions undergo multiple levels of quality checks performed by a team of QC members to ensure 100% accuracy and adherence to client demands.

Dispatch Preparation

All the recorded insurance data is processed systematically and verified independently before being sent to the client in their required format.

Transfer Work

Once we have verified and formatted the entire work as per the client's requirements, we transfer it through secure channels immediately.

Why Outsource Agency Management Services to FWS?

As a premium insurance agency management services company, we provide a wide range of bespoke benefits to our clients. We specialize in improving the accuracy of your processes through well-established methodologies which work explicitly to satisfy your needs. We leverage the latest technology to integrate and simplify the usage of data and ensure faster turnaround times. It is because of our commitment to our partners and clients, and our ability to work with multiple requirements, that we have become a trusted insurance agency partner in the US and around the globe.

By partnering with us you stand to benefit from the following -

The combined experience of a team of 150+ insurance experts with an in-depth understanding of the US and global insurance regulations and processes

A highly-streamlined and structured workflow structure which covers every single part of insurance agency management

Leverage the latest tools with AI and ML-based processes to manage insurance claims management, policy checking, commission distribution, reporting, etc.

Industry best practices and strict quality adherence ensures you always receive the highest quality services

Robust data security for all your confidential insurance data which includes industry-best malware detection techniques

Up to 30% Reduction in overall operating costs within 1 year

Multiple delivery centers around the world which provide the best services from a location which suits your requirements the most

Reduced operating costs which ensure you can work your way towards profitability without sacrificing quality

Round the clock operations ensure your projects get delivered before time without having to follow-up multiple times for status updates

Flexible commercial models for services ensuring you can always customize and choose a service package which serves your requirements the best

Other Services
You Can Benefit From

Client Success Stories

Flatworld Solutions Provided Insurance Services for US-based Insurance Agency

Flatworld Solutions provided support to manage an insurance database to a US client. Additionally, we assisted in the management of insurance accounts and AR functions.

Flatworld Solutions Provided Policy Checking Services for a US-based Insurance Service Provider

Flatworld Solutions helped in speeding up the process for a US client with policy checking services. The services were provided at cost-effective rates in quick TAT.

Client Testimonials

We enjoy working with Flatworld and find the entire team to be very responsive and detail- oriented when it comes to following our policy checking instructions and also identifying new policy forms.