We are a team of

Virtual Assistants
For Insurance Agencies
Trained By Industry
Pros!

Outsourced talent for when you need to offload tasks and scale your personal or commercial insurance agency.

LETS GET STARTED

Notices of cancellation

We manage and process insurance policy cancellations efficiently, ensuring compliance and timely communication.

Certificates of insurance

We issue and handle certificates of insurance quickly and accurately, ensuring clients have the necessary proof of coverage.

Billing inquirie

We address and resolve billing questions, providing clear and accurate communication with clients regarding their accounts.

Customer service

We provide exceptional customer support, addressing client needs and inquiries to maintain high satisfaction levels.

See How Our Services Work for You


LETS GET STARTED

  • 1 – Intro call

    We discuss your needs and provide an overview of our services and process.

  • 2 – Proposal

    We present a detailed plan tailored to your specific requirements and goals.

  • 3- Cabdidate Submission

    We submit profiles of suitable candidates for your review and selection.

  • 4 – Onboarding

    We ensure a smooth transition and thorough training for your chosen virtual assistant.

About us!

Who we
are?

Welcome to ActiveCSR, your trusted partner in safeguarding your future and providing peace of mind. We understand that life is filled with unexpected twists and turns, and that’s why we’re here to protect what matters most to you.

Our Commitment
At ActiveCSR, we are dedicated to serving our valued customers with integrity, transparency, and excellence. We believe that insurance is not just about policies and premiums; it’s about building relationships and being there when you need us the most. With a rich history and a vision for the future, we are committed to delivering insurance solutions that go beyond the ordinary.

Services

What we
offer?

We offer virtual assistants specifically trained for insurance agencies, handling tasks such as notices of cancellation, certificates of insurance, billing inquiries, and customer service.

Our top services
All services

Notices of cancellation

We manage and process insurance policy cancellations efficiently, ensuring compliance and timely communication.

Certificates of insurance

We issue and handle certificates of insurance quickly and accurately, ensuring clients have the necessary proof of coverage.

Billing inquirie

We address and resolve billing questions, providing clear and accurate communication with clients regarding their accounts.

Auto ID Cards

We quickly generate and distribute auto ID cards, ensuring clients have immediate access to their insurance details.

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Motor Vehicle Reports

We obtain motor vehicle reports, providing essential information for underwriting and risk assessment.

Setup BOR Letters

We set up Broker of Record (BOR) letters to facilitate seamless transitions of insurance agency representation.

Emailing

We manage and respond to client emails efficiently, ensuring timely and professional communication.

CRM Management

We manage Customer Relationship Management (CRM) systems, ensuring organized and effective client interactions.

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EXPLORE ALL SERVICES

Testimonials

Hear from
Our Clients

Sarah M
Sarah M
CEO

They have significantly reduced our overhead costs while maintaining exceptional service quality. Highly recommend!






 John D.
John D.
Business Manager

Our operations have become much more efficient with 360CSR’s dedicated virtual assistants. Excellent support team!






 Emily R.
Emily R.
Narketing Manager

We have seen a noticeable improvement in customer satisfaction since partnering with you guys. Reliable and professional.






David L.
David L.
Doctor

Their bilingual support has expanded our reach and improved communication with our clients. Outstanding value!














Contact Us

Don't Hesitate to
Contact Us

We’re dedicated to providing exceptional service, ensuring a smooth process from the initial call to onboarding. Our skilled virtual assistants handle cancellations, certificates, billing inquiries, and customer service efficiently. Clients praise our cost savings and improved operations. Contact us to discuss how we can support your insurance agency needs.

+1-559-702-6492

Axilsoftoffice@mail.com

Ask A Question
To Our Amazing Team

And Get a response Quickly. we are committed to serving our valued customers with integrity, transparency, and excellence. We understand that life is filled with unexpected twists and turns, and that’s why we’re here to protect what matters most to you.


LETS GET STARTED

Our

Affordable
Pricing Plans

Basic Package

Per Hour
6$

Dedicated Insurance Assistant
Full-time (40hrs/week) availability
Bilingual (English & Spanish)
Bilingual (English & Spanish)
College Educated
Laptop & home office setup
Dedicated Account Manager
Time tracking software
Recruitment of additional hires
HR & Finance support
Monthly contract renewals
Free Replacements


BUY NOW

Standard Package

Per Hour
6$

Dedicated Insurance Assistant
Full-time (40hrs/week) availability
Bilingual (English & Spanish)
Bilingual (English & Spanish)
College Educated
Laptop & home office setup
Dedicated Account Manager
Time tracking software
Recruitment of additional hires
HR & Finance support
Monthly contract renewals
Free Replacements


BUY NOW

Sale

Premium Package

Per Hour
6$

Dedicated Insurance Assistant
Full-time (40hrs/week) availability
Bilingual (English & Spanish)
Bilingual (English & Spanish)
College Educated
Laptop & home office setup
Dedicated Account Manager
Time tracking software
Recruitment of additional hires
HR & Finance support
Monthly contract renewals
Free Replacements


BUY NOW

Blog

Our Latest
Blogs & News

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