01
New-business quote calls.
Inbound quote requests qualified, information gathered, and quoted inside your AMS or routed to the right producer. Outbound quote follow-up included.
Insurance agencies & carriers
Quote calls, renewals, claims intake for insurance operators.
Managed Virtual Assistants and call center teams for independent agencies, MGAs, wholesale brokers, and direct carriers. New-business quote calls, renewal outreach, FNOL intake, policy service, and after-hours claims coverage - compliance-aware from the first call.
Recognized by Clutch
Top 2025 awards for Customer Support, Virtual Assistants, and E-commerce Call Centers
Why HelpSquad for insurance
Every quote call is a new premium. We answer every call.
Four pressure points we hear on every insurance discovery call.
01
Quote calls, answered in seconds.
Speed-to-quote is everything in P&C and commercial insurance. Our agents qualify, gather info, and either quote inside your AMS or route to the right producer - while the prospect is still on the line.
02
Renewal retention at scale.
Annual outreach, cross-sell / upsell conversations, and lapsed-policy win-back - all documented in your AMS with full call notes and next steps.
03
FNOL and claims intake 24/7.
First notice of loss calls answered around the clock, intake documented per carrier format, and routed to adjusters with clean claim packets.
04
Policy service that scales.
Certificates of insurance, endorsements, ID cards, billing questions, and policy changes - handled consistently across every producer and location.
How we show up
Support lanes for insurance.
Start with the lane that's blocking your team most today. Expand as the engagement earns its keep.
02
Renewal outreach & retention.
60-90-day renewal touchpoints, competitive shops, cross-sell conversations (auto + home, umbrella, flood), and lapsed-policy win-back campaigns.
03
FNOL & claims intake.
First notice of loss 24/7, documented per carrier requirements, routed to adjusters with clean claim packets and supporting documentation.
04
Policy service & endorsements.
Certificates of insurance, endorsements, ID card requests, policy changes, billing questions, and payment logistics inside your AMS.
05
Commercial lines support.
Commercial P&C, BOP, workers comp, and commercial auto servicing - trained on COI issuance, audit requests, and carrier-specific workflows.
06
Compliance-aware conversations.
State-specific disclosure language, privacy handling (GLBA, state PI laws), and documented compliance scripting for every call.
10-Year HelpSquad Client
HelpSquad feels like part of our practice - not an outsourced team.
Dr. Maria Rhode, DMD
Owner · Imagine Advanced Dental Arts
Lawrenceville, NJ
Client since 2016
Lawrenceville, NJ
Client since 2016
Services at a glance
Everything we run for insurance.
Six service categories. Mix and match. Scale into the rest as you grow.
01
Virtual Assistants
Dedicated insurance-trained VAs for quote work, renewal outreach, policy service, and back-office administration. $8-12/hr, US-managed.
02
Call Center Outsourcing
24/7 inbound and outbound call coverage for quotes, renewals, claims intake, and after-hours service.
03
Customer Service Outsourcing
Multi-channel policyholder service: chat, email, SMS, voice. Trained on your AMS and carrier forms.
04
Virtual Receptionists
24/7 professional answering for independent agencies - never missing a quote or policyholder call.
05
Live Chat Outsourcing
24/7 chat on your agency or carrier website - for quote intake, policyholder service, and claims support.
06
White-Label BPO
Resell our team under your agency or MGA brand. Popular with insurance clusters and wholesale brokers.
Tool stack
Trained on your agency and carrier stack.
Your agents work inside your existing tools. Custom tool training built into onboarding.
AMS360EZLynxApplied EpicApplied TAMHawkSoftQQCatalystNowCertsAgency MatrixSalesforce Financial Services CloudQuoteRushTurboraterPL RatingPolicyCenter+ custom tools
Transparent pricing
Simple rates. Nothing to hide.
We publish our rates because we're proud of them. No hidden fees. No surprise minimums. No bait-and-switch. You only pay for hours worked.
$8-$12/hour.
That's it. That's the whole range.
That's it. That's the whole range.
$0
Upfront cost
$0
Implementation fees
$0
Replacement costs
Back Office
$ 8-10
per hour · billing, claims, data entry
- Insurance verification
- Medical billing & AR
- Claims processing & appeals
- Pre-qualified candidates
- HIPAA BAA included
Most popular
Patient Facing
$ 11-12
per hour · scheduling, calls, intake
- Front desk & scheduling
- Clinical / specialty experience
- Candidate interviews included
- EHR-specific recruiting
- Virtual desktop + BAA
Managed Team
Custom
team lead + multiple VAs + QA
- Full managed service
- Workforce management & QA
- Monthly analytics reporting
- Ideal for 3+ seats or 24/7
- US-based operations lead
Ready to capture every quote?
Answer the phone. Win the policy. Keep it on renewal.
From independent agencies to MGAs to direct carriers, HelpSquad runs the quote intake, renewal outreach, claims intake, and policy service that turns inbound into written premium - and keeps it on the books.
In their words
What clients say about working with us.
H.E.R. Accessories
Having a real person is what we were looking for. HelpSquad has provided a good business model and support over the past 3 years.
Mason Bottle
The price is excellent for the quality of the service. Agents and coaches learn quickly and give customers an authentic experience with our brand.
VELLO
Within the first 3 months we expanded our hours of active guest communication by about 25% and delivered approximately 33% labor cost savings.
MultiSoft Corporation
They handle all of our live support 24x7x365. Awesome customer service.
Kofile Technologies
Professionals who have always proven themselves trustworthy and beneficial to our support staff.
N.J. Hair Center
It's like having someone there 24/7 to answer questions.
Simple Agency
Agents learn how to answer the top questions prospects ask, custom to YOUR business.
Spark Orthodontics
Good communication between company and customer.
Frequently asked
Answers before you ask.
Can your agents actually quote inside our AMS?
Yes - for agencies that give us rater access (PL Rating, QuoteRush, Turborater, or direct carrier portals), we can bind-ready quote inside your AMS. For other workflows, we qualify and route to your producer with clean notes.
Which AMS platforms do you support?
AMS360, EZLynx, Applied Epic, Applied TAM, HawkSoft, QQCatalyst, NowCerts, Agency Matrix, and most modern agency management systems. Salesforce Financial Services Cloud for carriers.
How do you handle 24/7 FNOL intake?
Dedicated after-hours team with documented carrier-specific FNOL scripts, intake forms, and escalation rules. Claims packets delivered to adjusters via your claims system within your SLA.
Are your agents licensed?
Most of our insurance agents operate in unlicensed, intake-and-routing roles. If your workflow requires licensed staff (bind authority, specific state licensing), we scope that on the discovery call and can staff accordingly with appropriate credentials.
How much does insurance support cost?
$11-12/hour for quote-intake / policyholder-facing work and $8-10/hour for back-office and policy service. See full pricing →
Are you PCI / GLBA compliant?
Yes. PCI DSS controls for payment handling, GLBA-aware privacy training, and state-specific PI handling documented during onboarding.
Can you handle renewal retention campaigns?
Yes - 60-90-day renewal touchpoints, cross-sell conversations, and lapsed-policy win-back are high-leverage use cases. Typical agencies see measurable retention lift within two renewal cycles.
How quickly can you go live?
About two weeks for an independent agency with documented workflows. Carrier engagements with complex compliance requirements scope longer on the discovery call.
Verified client reviews
What clients say on Clutch.
Unfiltered, third-party-verified reviews pulled live from our Clutch profile.
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Ready to scale insurance operations?
Let's build the squad your insurance operation needs.
A 30-minute call. We'll scope the work, pre-qualify candidates, and give you a realistic go-live timeline.
877-775-3667 · info@helpsquad.com · Hatboro, PA