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Insurance Agents

Insurance Agents and Back Office Support

Build dedicated teams of offshore insurance agents and support professionals. Add the people you need for policy servicing, insurance claims management, billing, verification, and other day-to-day insurance operations.

Build a Dedicated Team of Insurance Agents

When policy volume grows, even routine work can slow down renewals, claims, billing, and customer response times. KDCI gives you a practical way to add capacity with dedicated insurance agents and back office specialists who become part of your daily operation.

Whether you need one life insurance agent, several life insurance agents, or a complete insurance back office team, we tailor each role to your line of business, systems, service standards, and workload.

What your insurance team gets with KDCI:

  • ✓Agents and specialists matched to your line of business
  • ✓Support for licensing requirements identified during scoping
  • ✓Support across your policy, claims, CRM, and reporting platforms
  • ✓Training and development assistance
  • ✓Flexibility to add roles as your workload changes

A Complete Insurance Team, Supported by KDCI

You set priorities and manage the work. KDCI handles the employment and operational support behind your team, so you can stay focused on policyholders and business growth.

01

Recruitment based on your role and line of business

We recruit candidates based on your line of business, products, systems, and the exact work each role will handle.

02

Candidate screening and role-specific assessment

Candidates are assessed for relevant experience, product knowledge, communication, and accuracy before you make a hiring decision.

03

Onboarding and workflow integration

Your new team members learn your tools, standards, brand voice, and escalation process before taking on live work.

04

HR, payroll, and employee benefits

We handle HR, payroll, and employee benefits administration so your internal team can stay focused on policyholders, renewals, and claims.

05

Professional workstation and secure office

Every team member works from a professional workstation in a secure office setup, within the access controls you approve.

06

Ongoing team management and performance support

We support performance, training, and team development so your offshore professionals stay aligned as your book of business grows.

Insurance Agents and Support Roles You Can Outsource from KDCI

Choose the roles you need for policy sales, servicing, claims, compliance, or operational support.

  • Insurance Claims Officer
  • Insurance Underwriter
  • Policy Processing Clerk
  • Insurance Sales Agent
  • Life Insurance Agent
  • Insurance Claims Adjuster
  • Insurance Support Agent
  • Actuarial Analyst
  • Insurance Fraud Investigator
  • Insurance Account Manager
  • Compliance Officer

Need a Different Insurance Role?

Tell us what the work involves. We can recruit insurance agents and operations specialists with the experience, product knowledge, system skills, and schedule your business needs.

Client Success Stories

Insurance and operations teams rely on KDCI professionals as a long-term part of how they work.

RR
Rachel RoseCedar Management Group

“Making our company better”

“What started out as a few agents has grown into an invaluable partnership with KDCI. With more than 40 team members, we are lucky enough to count them as part of our Cedar family. Thank you so much, KDCI, for making our company better.”
CM
Chris McCalebCPO Commerce

“Always willing to go the extra mile”

“We have found KDCI to be a consistently reliable partner, always willing to go the extra mile to ensure our valued customers receive the best possible service.”
JH
Jason HalfakerKole Imports

“A regular part of our team”

“We had a lot of difficulty finding qualified talent in the United States. We love our KDCI team. They are just like a regular part of our team, even though they are thousands of miles away.”

Insurance Tools Your KDCI Agents Are Already Knowledgeable On

We recruit insurance agents and support professionals who know the platforms used in modern insurance operations. We can also train them on your internal standards and workflows.

Guidewire
Applied Epic
Vertafore
Salesforce
Insly
Power BI

Planning an Insurance Team?

Tell us what the work requires. We can customize roles around your line of business, systems, licensing requirements, team size, and service standards.

Need experience with another platform? Add it to your role requirements, and we will include it in the candidate search.

How KDCI Compares for Insurance Staffing

Compare how the team works, what support is included, and how well each model can fit into your existing insurance operation.

FeatureKDCI OutsourcingOther Outsourcing Providers
Team modelDedicated insurance agents and specialists aligned with your businessMay use a shared service team
Role coverageSales, policy servicing, insurance claims management, billing, verification, compliance, and moreCoverage depends on the provider and service tier
Candidate matchingScreening based on your line of business, systems, experience, and role requirementsScreening methods vary
Workflow integrationTeam members work within your tools, processes, and reporting structureOnboarding may follow a standard model
Operational supportRecruitment, HR, facilities, onboarding, and ongoing team supportInclusions vary by contract
ScalabilityAdd insurance agents or back office roles as demand changesChanges may require a new service agreement

How We Build Your Insurance Support Team

You set priorities and direct the work. KDCI handles recruitment, setup, and the operational support behind your offshore team.

01

Start with your workflow

We learn how policies, renewals, claims, and billing move through your business, which tasks slow your team down, and where added capacity would help most.

02

Build the right role mix

We map the responsibilities, coverage hours, systems, licensing needs, and experience levels, and confirm the role boundaries during scoping.

03

Recruit for your line of business and systems

We screen professionals for the work they will actually perform, including quoting, policy servicing, claims support, billing, and verification. You can review profiles and join final interviews.

04

Onboard into your operation

Your new team members learn your tools, standards, brand voice, and escalation process before taking on live work.

05

Support the team as you grow

KDCI continues to support HR, payroll, facilities, performance, and team development, and helps you add insurance agents or back office roles as demand changes.

What Your Offshore Insurance Team Can Handle

Policyholder support, policy processing, billing, verification, claims, and reporting. Your KDCI team works inside your systems and follows your escalation process.

Policyholder Support

  • ✓Policyholder questions and follow-up
  • ✓Policy detail explanations
  • ✓Document follow-up
  • ✓Quote preparation
  • ✓Renewal support

Insurance Back Office Support

  • ✓Policy processing and endorsements
  • ✓Insurance data entry
  • ✓Insurance billing
  • ✓Insurance verification
  • ✓Renewals and document control

Claims and Operations

  • ✓Claim submission review
  • ✓Documentation checks
  • ✓Claim record updates
  • ✓Next-step coordination
  • ✓Reporting and compliance tasks

FAQ

FAQs About Insurance Agents and Back Office Outsourcing

Insurance agents can support quoting, applications, policy servicing, renewals, follow-ups, and policyholder questions. The exact scope depends on your products, location, licensing requirements, and internal processes.

Yes. KDCI can recruit a life insurance agent or a team of life insurance agents based on your product focus, required experience, schedule, and licensing needs. We confirm the role boundaries and applicable requirements during scoping.

Common tasks include policy processing, insurance data entry, insurance billing, insurance verification, document management, endorsements, renewals, reporting, and customer support. We can also build roles around your specific workflow.

Yes. A dedicated team can check claim submissions, organize documents, update systems, communicate status, and support adjusters. Decision-making authority and regulated activities remain subject to your controls and applicable requirements.

Yes. We recruit for relevant platform experience and train your team on your processes. Your specialists can work in systems such as Guidewire, Applied Epic, Vertafore, Salesforce, Insly, and Power BI, subject to the access you provide.

Your team works within your approved access controls, systems, and handling procedures. During scoping and onboarding, we align the setup with your security, confidentiality, and compliance requirements.

Yes. KDCI screens candidates against your requirements, and you can review profiles and join final interviews before the team is confirmed.

Timing depends on the role, licensing needs, system experience, schedule, and number of hires. After a discovery call, KDCI can provide a recruitment plan and expected timeline.

Build Your Offshore Team of Insurance Agents With KDCI

Give policyholders dependable support while keeping your internal team focused on higher-value work. KDCI can build a dedicated team of insurance agents and insurance back office professionals for policy servicing, insurance claims management, insurance billing, insurance verification, insurance operations, and insurance data entry.

Whether you need one life insurance agent or a wider team of life insurance agents and support specialists, we shape the role around your products, systems, schedule, and service goals.

Tell us which insurance roles you need, and we’ll help you build the right team.