Virtual assistant services tailored for the insurance industry

Property & Casualty (P&C) Outsourcing Services

IntellectBridge provides a complete, end-to-end solution for insurance agencies, brokers, MGAs, and carriers. Our trained professionals manage your back-office and policy administration tasks—so your team can stay focused on clients and growth.

What We Handle for You

Our Virtual Assistants are trained in both Personal and Commercial Lines (P&C), and can manage:

• Policy Administration – document retrieval, binder & policy issuance, policy checking

• Certificate Processing – quick, accurate certificate issuance

• Renewals – pre-renewal prep, processing, and follow-ups

• Endorsements – handling changes and updates efficiently

• Marketing Submissions – gathering, formatting, and submitting applications

• Notice Processing – cancellations, reinstatements, and compliance tracking

• Loss Runs & Reports – requests, reviews, and reconciliations

• Proposal & Recommendation Letters – preparation and formatting

• Daily Downloads & Filing – managing carrier downloads, data entry, and system updates

• Claims Support – initial setup, documentation, and status follow-ups

Why Agencies Choose IntellectBridge

• Save Time – offload repetitive, time-consuming tasks

• Cut Costs – avoid the overhead of full-time staff

• Stay Accurate – insurance-trained professionals ensure quality and compliance

• Work Seamlessly – we align with your hours, workflows, and systems

• Scale Faster – get flexible support when you need it most (even overnight)

More Than Outsourcing—A True Extension of Your Team

At IntellectBridge, every Virtual Assistant is carefully trained and dedicated exclusively to your company. We adapt to your workflows—or help implement best practices—so your operations run smoothly, 24/7 if needed.

With us, you gain a reliable partner committed to efficiency, accuracy, and client satisfaction.