Insurance Back-Office Services · 2026

The Back-Office
Your Agency
Deserves.

Experienced professionals. Advanced tools. Full accountability. Working inside your systems, on your schedule — as a seamless extension of your team.

$88K
Average Annual Savings
99%
Accuracy Rate
10+
Years Experience
50+
Team Members
Blueplanit Corporation

We protect your agency's reputation, reduce E&O risk, and free your team to focus on what they were hired for — growing your book of business.

10+ Years Experience
30+ Agencies Supported
50+ Team Members
P&C Insurance Only
U.S. Established 2021 · Sacramento, CA · blueplanitcorp.com
The Wake-Up Call
$88K Gone.

Every year, the average insurance agency carries over $88,000 in back-office overhead — plus significant revenue opportunity that stays on the table when skilled producers are occupied with COIs, endorsements, and administrative tasks.

"Your back-office isn't just a cost center. It's the reason your best producers can't produce."

Where the money goes

Salary
$42–72K
Benefits
$17–20K
Taxes & Overhead
$25–29K
Training
$3–5K
Turnover Cost
Hidden
$106,560 – $116,560

True annual cost per in-house back-office employee

Based on industry averages for salary, benefits, payroll taxes, overhead, and turnover costs across U.S. insurance agencies. Source: SHRM & BLS data.

The Hidden Cost

A Typical Tuesday
at Your Agency

This is what a typical account manager's day looks like under high administrative volume — and where the hours actually go.

8:30
Processing 14 COI requests from yesterday
Each one needs coverage verification, AMS lookup, template selection, issuance, and filing. 90 minutes minimum.
10:15
Policy checking on 6 renewal accounts
3-way comparison — AMS vs. issued policy vs. prior. Found a discrepancy on one. Now needs carrier follow-up.
12:00
Lunch — 20 minutes. Eating at desk.
Answering endorsement requests between bites.
12:30
Data entry — 8 new account setups in AMS
High volume, detail-intensive work that consumes hours and creates exposure when manual entry is involved.
14:30
Chasing loss runs from 3 carriers
Called twice. Left voicemail. Sent email. Waiting.
15:45
Called a prospect — finally
This is what they were hired for. They got 45 minutes of it today.
17:00
Pre-renewal letters, endorsement follow-ups, filing
Still going. This is tomorrow's morning too.
Hours on admin & back-office6.5 hrs
Hours on client-facing revenue work0.75 hrs
Errors possible from manual entryHigh
Cross-sell opportunities identified0
New business conversations had1
Employee energy at end of dayDepleted

"This isn't a people problem. It's a workload volume problem — and it's limiting the revenue capacity of every skilled person on your team."

The Transformation

The Same Team.
A Different Monday.

When Blueplanit handles back-office tasks — COIs, policy checking, renewals, endorsements, AMS administration — your team's capacity for revenue work expands significantly.

⛔ Before Blueplanit
😤Account managers spending 6+ hours daily on COIs, endorsements, and data entry
🔄Renewal season means everyone works weekends — and things still fall through the cracks
💸Operational continuity depends on single individuals — creating capacity risk during transitions
📉Cross-sell and retention opportunities limited by available capacity for client conversations
⚠️Manual processing volume creates E&O exposure regardless of team capability
✅ With Blueplanit
🎯Account managers spend their day on client relationships, cross-selling, and growth
📈Renewal season runs smoothly — Blueplanit scales up before you even ask
🔒Backup team always ready — zero operational disruption, ever
💰Freed time goes directly into new business and account rounding
✓3-way policy checking catches every discrepancy before it becomes a claim

Your Team Doesn't Shrink. Their Impact Multiplies.

The same people. The same hours. Redirected toward what actually drives your agency's growth.

60%
Productivity Increase
40%
Faster Renewals
$90K
Additional Revenue Potential
0
E&O Incidents
Our People & Tools

Not Bots.
Not Generalists.
Insurance Experts.

Every task is handled by professionals with deep insurance knowledge — trained on your AMS, your carriers, your workflow — and amplified by purpose-built tools that eliminate errors and accelerate delivery.

🧑‍💼
Experienced Insurance Professionals
15+ years of collective P&C expertise. Not virtual assistants. Not generalists. Insurance-trained staff who understand coverage types, carrier nuances, and agency workflows from day one.
🛠️
Advanced Operational Tools
Proprietary productivity tracking, AI-assisted policy comparison, smart renewal alerts, and workflow automation tools that make every task faster and more accurate than manual processing.
📊
Real-Time Quality Control
Every task is measured for accuracy, turnaround time, and SLA compliance. Management has full visibility. Errors are caught before they reach you — not after.

"You get the judgment of a 15-year insurance veteran, running at the speed of purpose-built software."

Proficient in all major AMS platforms

AMS360 Applied Epic EZlynx PartnerXE Hawksoft Applied TAM All 50 States All P&C Lines All Major Carriers
Built Around Your Business

The Most Flexible Team
You've Never Had.

We remove every friction point that makes agency owners hesitate. One week free, no contracts, no setup fees — there is no risk here, only upside.

30
Days Notice to Cancel
No long-term contracts. No lock-ins. No exit penalties. If you ever want to cancel, 30 days notice is all it takes. No questions asked.
$0
Setup or Onboarding Fees
Zero upfront costs. We integrate with your systems and start delivering before you sign anything formal. No implementation invoice. Ever.
∞
Backup Team Included
Every client has a fully trained backup team. Someone on leave? We cover it seamlessly. Your operations never stop — no matter what happens.
0
Benefits, Leave, or HR Costs
No health insurance. No PTO. No payroll taxes. No workers comp. No HR administration. You pay only for productive work — nothing else.
1wk
Free Trial — No Obligation
We work first. You evaluate. You sign only when you're completely satisfied. We earn your trust through work — not promises.
24/5
Scalable Hours On Demand
Need faster turnaround? High volume period? We scale to 24/5 and add additional staff within 24 hours — including weekends during peak seasons.

Scale Up Instantly — When You Need It Most

Renewal season. Acquisition surge. Unexpected volume spike. We adjust your team size and hours within 24 hours — no hiring, no training, no delay.

Standard
Business Hours
Accelerated
24/5 Coverage
Peak Season
Weekends Included
How It Works

An Extension of
Your Team — Not
a Vendor Relationship.

We don't work alongside your agency. We work inside it — using your systems, following your SOPs, and communicating the way your own staff does.

✓

Your Systems, Your Workflow

We work directly inside your AMS, carrier portals, and any other tools your agency uses — no new platforms to learn or manage.

✓

Your Agency's Timings

We align to your operating hours — U.S. business hours, your timezone, your schedule. Not ours.

✓

Dedicated Named Contact

You get a dedicated team lead — a named person who knows your accounts, your preferences, and your escalation paths.

✓

Institutional Knowledge That Grows

The longer we work together, the more we know about your complex accounts, carrier relationships, and client preferences. Unlike a resigning employee, that knowledge stays.

✓

Invisible to Your Clients

We operate under your agency's identity. Clients experience seamless, professional service — they never need to know Blueplanit exists.

Communication That Fits You

📧 Email — tasks, updates, and follow-ups your way
💬 Your AMS task management — we adapt to it
📞 Dedicated team lead for escalations
📊 Weekly & monthly reports — no chasing needed
🕐 Response time commitments — always met
100% White-Label. Always.
Your Brand. Your Systems. Your Identity.
We Are Invisible by Design.
✦We operate inside your AMS under your agency identity — never ours
✦We never contact your clients directly — ever
✦All work logged in your AMS only, under your agency name
✦Mutual NDA + Data Protection Addendum executed before access
✦Secure, office-only operations — no remote or unsecured work
Getting Started

Running in 48 Hours.
The Hardest Part is
Sending the Email.

1
Day 1 · 30 Minutes
Discovery Call
We learn your agency — your AMS, your workflows, your current pain points, your volume. No pitch. We listen, ask smart questions, and design your team around your needs.
2
Day 1–2
Legal Framework Established
Before access is shared, we provide your Mutual NDA, Data Protection Addendum, and Cyber Liability COI. Every engagement is legally protected from the start.
3
Day 2
Team Assigned & Trained
Your dedicated team member is assigned — already proficient in your AMS. We review your SOPs or help document them. We adapt to your workflow, not the reverse.
4
Day 3–7
Free Trial Begins
Real work. Real tasks. COIs, policy checking, renewals — whatever's piling up. You evaluate quality, accuracy, communication, and turnaround time as if we were already your team.
5
Day 8
You Decide — No Pressure
If you're satisfied, we formalize — flexible contract, transparent pricing. If not, no invoice, no hard feelings. We earn your business through results, not contracts.

Most agencies are fully operational with Blueplanit within 48 hours of their first call.

The onboarding process is designed to be invisible to your clients and effortless for your team.

Before first access is granted

🔐 Mutual NDA — signed
📋 Data Protection Addendum — signed
🛡️ Cyber Liability COI — provided
What We Handle

Every Stage of the
P&C Insurance Lifecycle.

From the moment a quote is needed to the final filing of a renewed policy — and everything in between.

01
Policy Quoting & Submissions
  • Fast, accurate quote preparation from client data
  • Multi-carrier rate comparison & analysis
  • ACORD applications — 125, 126, 140, 45 and all others
  • Supplemental forms management
  • Property data research via Zillow, Redfin, county records
  • Compliance with state & carrier underwriting guidelines
02
Certificate of Insurance (COI) Issuance
  • End-to-end COI & EOP request handling
  • Coverage verification before every issuance
  • Issuance via your AMS or carrier portals
  • Custom COI/EOP template creation
  • Scheduled endorsements & special wording
  • Renewal COI clean-up — duplicates, expired holders
03
Policy Checking & Comparison
  • Rigorous 3-way comparison: AMS vs. Issued vs. Prior Policy
  • Section-by-section review for every critical field
  • Discrepancy reporting with actionable summaries
  • Direct follow-up with carriers, MGAs & wholesalers
  • Final review, AMS update & filing upon resolution
04
Renewals Processing
  • Pre-renewal letters & loss run ordering
  • Renewal package preparation — quotes, comparisons, summaries
  • Renewal COI issuance & endorsement updates
  • Remarketing support & carrier submissions
  • Premium Finance Agreement preparation
05
Endorsements & Changes
  • Inbound & outbound endorsement request processing
  • Direct carrier, MGA & wholesaler coordination
  • Change request submission & follow-up to confirmation
  • Cancellation notices & reinstatement processing
  • BOR letters & lost policy release (LPR)
06
AMS & Administrative Support
  • New account creation & data entry
  • Document uploading, filing & management
  • Auto ID card issuance
  • Direct bill & commission posting
  • Audit support — payroll, sales data, carrier liaison
  • Data migration, clean-up & special projects
AI & Technology

"The insurance back-office of 2026 isn't slower humans or reckless bots — it's experienced professionals amplified by intelligent tools."

Blueplanit is actively investing in AI-driven tools that make our team faster, more accurate, and more consistent than any purely manual operation. Every tool is built around the real workflows of insurance back-office — not generic automation.

● LIVE
Proprietary Productivity & Quality Control Platform
Our internal system tracks every task, every operator, turnaround times, accuracy rates, and SLA compliance in real time. Management sees everything. Nothing falls through the cracks.
● LIVE
Smart Renewal & Expiry Alert System
Automated triggers for upcoming renewals, expiring COIs, pending loss runs, and required follow-ups. Problems are flagged before they become crises.
◐ BUILDING
AI Policy Checking Engine
Machine-learning comparison engine that performs 3-way policy checks at scale — flagging discrepancies in seconds instead of hours, dramatically reducing E&O exposure.
◐ BUILDING
Automated COI Generation
AI-assisted certificate issuance that reads request parameters, verifies coverage, selects templates, and generates compliant COIs — reducing processing time by 80%+.
○ PLANNED
Document AI — Classification & Data Extraction
Automatically classifies inbound carrier documents, extracts structured policy data, and pre-populates AMS records — eliminating manual data entry at scale.
○ PLANNED
Intelligent Client Communication Suite
AI-drafted pre-renewal letters, cancellation notices, and follow-up correspondence — consistent, on-schedule, and aligned with your agency's voice.
○ FUTURE
AMS ↔ Carrier Portal Integration Bridge
Full bidirectional data sync between AMS platforms and carrier portals — eliminating dual-entry, reducing errors, and accelerating every workflow.
Reporting & Accountability

More Visibility Than
You Have Over Your
Own Staff.

Every task logged. Every SLA tracked. Every accuracy metric measured. Delivered to you in structured weekly and monthly reports — so you always know exactly what your Blueplanit team accomplished.

📋
Weekly Snapshots
Completed and pending tasks, open carrier follow-ups, and task-level accountability — every Monday morning without asking.
📊
Monthly Performance Reports
Turnaround times, SLA adherence, accuracy rates, discrepancy logs, E&O risk trends, and continuous improvement recommendations.
🎯
Real-Time KPI Tracking
Our internal productivity platform tracks every operator, every task, and every metric in real time — before it appears in your report.

Sample Weekly Performance — What You'd Receive

ServiceVolumeBenchmarkSLAAccuracy
Certificate Issuance255100%100%
Policy Quoting4025100%99.8%
Endorsements255100%100%
Policy Checking1030100%100%
Pre-Renewal Letters305100%100%
Document Uploads3510100%100%
The Full Cost Truth

$18,000
vs. $116,000.
Do the Math.

🏢

In-House Back-Office Employee

Annual Salary$42,000 – $72,000
Benefits (30–35% of salary)$17,280 – $20,160
Payroll Taxes (SS, Medicare, FUTA)$5,000 – $7,000
Office space, utilities, tech$8,000 – $12,000
Training & onboarding$3,000 – $5,000
Turnover & rehiring riskHigh — months of disruption
Total Annual Cost~$106K – $116K
🚀

Blueplanit Team

Monthly service cost$1,500/month
Benefits$0
Taxes & overhead$0
Setup fees$0
Turnover riskZero — backup team included
Commitment30-day cancel notice
Total Annual Cost$18,000/year

Calculate Your ROI

20 hours/week
$100/hour
60%
Estimated Annual Revenue Opportunity
$62,400

Formula: hours × rate × conversion% × 52 weeks

Save $88,000+ per year. Generate $90,000 more in revenue.
Agencies partnered with Blueplanit generate ~$240,000/year vs. $150,000 with in-house processing. The freed time goes into new business, cross-selling, and client retention.
Proof & Authority

What It Looks Like
In Practice.

Agency Snapshot · Anonymous · Southeast U.S.
Agency Size
14-person P&C agency
Team Added
2 Blueplanit team members
Timeline
Operational in 48 hours
Focus
Renewals & COI backlog
Renewal backlog reduced Within 45 days
Turnaround time improved 32%
Producer hours reclaimed daily 5+ hrs

Representative example based on actual client results. Details anonymized.

"Renewal season used to mean weekends for everyone. Now it runs like clockwork. 40% faster turnaround, 99% COI accuracy, and my team is focused on selling."
AP
Agency Principal
Mid-Size P&C Agency, Southeast U.S.
Why agencies see results quickly
→No ramp-up time — team is already trained on your AMS
→We adapt to your workflow — not the reverse
→Backlog cleared in first week during trial
E&O Risk Reduction
One
Claim.

One E&O claim can cost more than five years of Blueplanit fees — and most arise from exactly the kind of manual errors our processes are designed to eliminate.

🔬

3-Way Policy Checking

Every policy compared against AMS data and the prior policy. Discrepancies are flagged, documented, and resolved — before the policy reaches your client.

📝

Complete Audit Trail

Every action is logged in your AMS. Every follow-up documented. Every discrepancy tracked to resolution. Your E&O defense file builds itself.

⚡

Zero Manual Entry Errors at Scale

Our AI-assisted tools and structured QC process eliminate the class of errors that manual data entry creates — especially under volume pressure.

📊

Monthly Discrepancy Reports

We surface error trends, compliance gaps, and risk patterns in every monthly report — so your agency improves continuously, not reactively.

Scale On Demand

Your Workload Isn't Constant.
Your Support Shouldn't Be Either.

Renewal season. Acquisition growth. Unexpected volume spikes. We scale your team within 24 hours — no hiring delays, no training lag.

Standard
Business Hours
Dedicated team operating during your agency's standard business hours. Consistent, reliable, fully accountable.
Your timezone · Your schedule · Your SOP
Peak Season
24/5 + Weekends
During renewal crunch, acquisition surges, or any high-volume period — we run 24/5 and add weekend coverage. Your competitors go dark. You don't.
Additional staff assigned within 24 hours
Accelerated TAT
Priority Processing
Need same-day COI turnaround at scale? Tight deadline on a large renewal? We assign parallel processing teams to compress your turnaround time.
Volume-matched staffing · No delays

"Renewal season is the moment most agencies break. We make it the moment yours pulls ahead."

The Bigger Picture

You're Not Just Saving Money.
You're Building a More
Valuable Agency.

Today
Operational efficiency improves immediately
Back-office tasks handled within SLA. Team refocused on client-facing work. Cost drops from $116K to $18K. First results visible within days.
3–6 Months
Revenue growth becomes measurable
Agents spending more time on cross-selling and new business. Client retention improves with faster service. Book begins to grow at a higher rate.
12 Months
Agency runs like a scaled operation
Documented processes. Consistent quality. Scalable infrastructure. You can grow your book without growing your headcount.
Exit / Sale
Your agency is worth significantly more
Lean operations, documented workflows, and low overhead make your agency more attractive to buyers — and command higher revenue multiples.
What Your Clients Do With the Time They Get Back
These are real examples from agencies that made the switch to Blueplanit back-office support:
→ Closed 3 new commercial accounts in Q1 — producer finally had time to prospect
→ Grew book by 40% in 12 months without adding a single in-house hire
→ Expanded into commercial lines — something the owner had been delaying for 2 years
→ Took a two-week vacation without checking email — for the first time in years
"A 5% improvement in client retention can increase your agency's value by 25–95%. Blueplanit is one of the fastest ways to get there."
Proven Results

Numbers That
Speak for Themselves.

Turnaround Speed
40%
Faster turnaround on policy renewals and endorsements — measured and reported every week.
Accuracy
99%+
COI and endorsement accuracy rate — maintained consistently across all clients and volume levels.
Productivity
60%
Increase in productivity when back-office tasks are redistributed to Blueplanit and agents refocus on growth.
SLA Compliance
100%
Every service level agreement met, every reporting period, across every client. Documented in weekly reports.
Annual Savings
$88K+
Average annual cost reduction when replacing in-house back-office processing with Blueplanit.
E&O Incidents
Zero
Zero errors resulting in E&O exposure across all client accounts since we implemented structured policy checking.
Security & Trust

Protected Before
We Even Start.

Most dedicated back-office support relationships start with a handshake. Ours starts with a legally binding protection framework designed to safeguard your agency, your clients, and your data — before any access is granted.

🤝
Mutual NDA
Both parties are legally bound to confidentiality before any discussion of systems, workflows, or client data. Signed before the engagement begins.
📋
Data Protection Addendum (DPA)
A legally enforceable document defining exactly how your data is accessed, handled, stored, and protected — aligned with GDPR and CCPA standards.
🛡️
Cyber Liability Insurance COI
We provide our active Cyber Liability Insurance certificate — financial protection backing the entire relationship. You receive this before work begins.

Practice Over Paper

We implement every security practice that enterprise compliance frameworks require. Our track record — across hundreds of thousands of sensitive insurance transactions — is our proof.

✓ Role-based access control (RBAC)
✓ Multi-factor authentication (MFA)
✓ VPN-secured system access
✓ AES256 endpoint encryption
✓ Segmented networks per client
✓ Microsoft Defender EDR protection
✓ Background-checked workforce
✓ Formal Incident Response Plan
✓ Data handled exclusively in your systems
Honest Fit Assessment

Is Blueplanit
Right for Your Agency?

✓ Great Fit
✓ Independent agencies or brokerages writing $500K–$50M+ in premium
✓ Agencies with 2–50 staff where back-office competes with growth activities
✓ Owners who want to scale their book without proportional headcount growth
✓ Agencies in renewal season crunch who need immediate volume relief
✓ Agencies experiencing high turnover in back-office roles
✓ Owners preparing for agency sale who want leaner, documented operations
— Not the Right Fit
— Agencies that prefer every function handled 100% in-house regardless of cost
— Life insurance or health insurance only — our expertise is P&C
— Agencies looking for a tool or software — we're a people-and-tools service
What Blueplanit Doesn't Do
We believe in clarity. These are things that stay with your licensed team — where they belong.
Coverage decisions Client coverage advice Acting as licensed agents Policy recommendations Risk assessment Claims adjusting
Client Stories

What Agencies Say
After the Switch.

★★★★★

"Earlier this year our agency was in desperate need of back-office help. The team at BluePlanit has been amazing. The speed and accuracy in which they complete tasks has been exactly what we needed. I absolutely recommend this company to any insurance agency. You will not be disappointed."

PC
Patti Caldwell
Operations Manager, Insurance Agency
★★★★★

"We've collaborated with BluePlanit for the past two years. The team is highly productive with impressive turnaround times. I've recommended their services to 10 colleagues within my insurance CEO group — every single one has had the same experience."

CE
Insurance Group CEO
Large Insurance Brokerage
★★★★★

"Renewal season used to mean everyone working weekends. Now it runs like clockwork. 40% faster turnaround, 99% COI accuracy, and my agents are finally focused on what they were hired for — selling insurance."

AP
Agency Principal
Mid-Size P&C Agency, Southeast U.S.
★★★★★

"What surprised me most was how quickly they learned our accounts. Within two weeks they were handling our most complex commercial clients without any issues. It genuinely feels like an extension of our team."

JR
Agency Owner
Independent Commercial Lines Agency
40%Faster Renewals
99%+COI Accuracy
60%Productivity Boost
$88K+Annual Savings
100%SLA Compliance
ZeroE&O Incidents
Frequently Asked Questions

Every Question.
Straight Answers.

Browse by topic
How quickly can we get started?
▾
Most agencies are fully operational with Blueplanit within 48 hours of the first call. We handle onboarding quickly because our team is already trained on all major AMS platforms. The free trial begins within days — often the same week you reach out.
What does the 1-week free trial actually involve?
▾
Real work. Real tasks. Whatever is piling up for your agency — COIs, policy checking, endorsements, renewals. We fully integrate with your systems and deliver at the same standard we would as an ongoing partner. At the end of the week, you assess quality, speed, and communication. You sign only if you're completely satisfied. No invoice either way.
What AMS platforms does your team work with?
▾
Our team is proficient in all major agency management systems — AMS360, Applied Epic, EZlynx, PartnerXE, Hawksoft, Applied TAM — plus all major carrier portals. If you use a system not on this list, tell us. We adapt quickly and have experience with virtually every platform in use across U.S. agencies today.
The easiest decision you'll make this quarter

Try Before
You Trust.

We work first. You evaluate. You sign only when you're completely satisfied. One week, real tasks, real results — no invoice either way.

1-Week Free Trial
Zero Setup Fees
No Long-Term Contracts
30-Day Cancel Notice
Dedicated Team Assigned
Backup Team Included
Start Free Trial → 📞 +1 (510) 768-7742
Email info@blueplanitcorp.com
Phone +1 (510) 768-7742
Website blueplanitcorp.com
Address 2108 N. St., Suite 10211, Sacramento CA 95816