Build Your InsuranceDream Team

Transform Your Insurance Business with a High-Performing Outsourced Team

Insurance Specialist

Our team of dedicated insurance specialists is here to provide you with the expert guidance you need to navigate the complexities of insurance. With deep industry knowledge and a customer-centric approach, we offer personalized solutions tailored to meet your specific needs. Whether you're seeking coverage for your home, auto, business, or other assets, our specialists will analyze your requirements, provide comprehensive advice, and offer competitive quotes from leading insurance providers. Trust our experienced insurance specialists to protect what matters most to you and ensure you have the right coverage for peace of mind.

Some of the tasks we can help you with
  • Data Entry in Agency Management Systems
  • Commercial Lines Quotes
  • Personal Lines Quotes
  • Endorsing Policies (Policy Change Requests)
  • Loss Runs
  • ID Cards
  • Creating Policies
  • Statements
  • Invoices
  • Policy and Endorsement Processing
  • Employee Benefits
  • Enrollments
  • Policy Checking
  • Cancellations/LPRs
  • Commissions
  • Calling Carriers
  • Policy Delivery
  • Registration and Title Application
  • Vehicle or Equipment Certificate ACORD 23
  • Certificate of Property ACORD 24
  • Certificate of Liability ACORD 25
  • Evidence of Property ACORD 27
  • Evidence of Commercial Property ACORD 28
  • Reinstatements
  • Sending questionnaires to insureds
  • MVRs
  • Customized tasks
Agency Management Systems
  • AMS360 (Vertafore)
  • Applied EPIC
  • Applied TAM
  • Nexsure
  • EZLynx
  • QQ Catalyst
  • Partner XE
  • Justworks
  • Benefitfocus

Join Our Referral Program

How it Works

  • Search for potential insurance agencies that need any outsourcing tasks
  • Offer insurance agencies outsourcing solutions with KleverBPO
  • Correspondence only with the partners of KleverBPO
  • Remote/Flexible hours


For each successful referral, you will receive:

  • 10% referral fee per paying client, monthly. Unlimited number of clients
  • 5% referral fee for every "refferal associate" you bring (receive 5% of his total income)
  • Target agencies from all across the US

Ready to get started? for more information.