Insurance Operations

We support claims-processing, you reclaim your time.

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Great for insurance companies looking to streamline operations so they can improve client experience and grow customers.

Streamline Insurance Operations

Let us handle back-office insurance processes so you can grow your business.
Grow capacity & reduce cost
Engage your clients and your team
Ask once, get results again & again

Here’s a list of common insurance operations we can take off your plate.

New Business

Streamline Applications
Accelerate Quotes
Calculate Loss-Runs
Prepare Underwriters

Claims Processing

Input Claims
Validate Claims
Update Clients
Send Documents

Policy Management

Process Renewals
Manage State Filings
Update Legacy Systems
...and more

How It Works

1.

You Decide

What ongoing paperwork would you love to get off your plate?
2.

You Delegate

Offload those insurance operations to us!
3.

We Deliver

We deliver results over and over again.

Decide What to Delegate

What can you delegate? Use the delegation explorer.

Where does it hurt?

How might we help?

Accelerate Quotes
Streamline Issuance
Streamline Applications
Calculate Loss Runs
Prepare Underwriters
Update Clients
Validate Claims
Input Claims
Manage State Filings
Process Renewals
Data Management

Fast Facts

Update Clients

Update Clients

Let insurance clients know the status and progress of their claim filing.
video demo ⟶
Accelerate Quotes

Accelerate Quotes

Get quotes to would-be clients faster.
video demo ⟶
Streamline Issuance

Streamline Issuance

Speed up the quoting and issuance process - check all other policies, input data, etc.
video demo ⟶
Streamline Applications

Streamline Applications

Get application paperwork into your system, easily.
video demo ⟶
Manage State Filings

Manage State Filings

File documents with third-parties (like the state).
video demo ⟶
Process Renewals

Process Renewals

Process policy renewals.
video demo ⟶
Onboard Clients

Onboard Clients

Onboard new clients and update their information.
video demo ⟶
Calculate Loss Runs

Calculate Loss Runs

Assess loss runs
video demo ⟶
Validate Claims

Validate Claims

Validate claims and confirm all information is available.
video demo ⟶
Input Claims

Input Claims

Extract information and put it in claims system.
video demo ⟶
Data Management

Data Management

Transfer information across sytems, sources, and document types.
video demo ⟶
Prepare Underwriters

Prepare Underwriters

Prepare documentation for underwriters to make decisions.
video demo ⟶
Monitor Social Media

Monitor Social Media

Receive scheduled reports of social media activity relevant to your company.
video demo ⟶
Post Close Paperwork

Post Close Paperwork

Once the sale is done, so is some of the fun! We'll prepare all the closing paperwork for you.
video demo ⟶
Monitor Accounts

Monitor Accounts

Monitor account usage and build reports that let you take action to keep client acocunts healthy.
video demo ⟶
Process Renewals & Administer Upgrades

Process Renewals & Administer Upgrades

When a client wants to renew or upgrade, execute the change fast!
video demo ⟶
Distribute Reports

Distribute Reports

Make sure your progress is visible - share reports with key stakeholders on a regular basis.
video demo ⟶
Send Legal Agreements

Send Legal Agreements

Generate and send standard legal agreements.
video demo ⟶
Generate Standard SLAs

Generate Standard SLAs

Generate and send standard service level agreements.
video demo ⟶
Manage Licensing

Manage Licensing

Maintain up to date licensing information.
video demo ⟶
Manage Invoices

Manage Invoices

Send invoices and invoices reminders.
video demo ⟶
Update Promotion Codes

Update Promotion Codes

Update promotion codes monthly - in all your systems and in all your promotional materials.
video demo ⟶
Generate Proposals

Generate Proposals

Use your step-by-step processes to generate and send quotes and proposals.
video demo ⟶
Pipeline Clean-Up

Pipeline Clean-Up

Clean up pipeline lists.
video demo ⟶
CRM Management

CRM Management

Confirm all information and demographic data is accurate for everyone in your CRM. Manage transitions between systems. Schedule daily updates.
video demo ⟶
Lead Qualification

Lead Qualification

Review lists of leads to make sure every name meets your ideal customer profile criteria.
video demo ⟶
Score, Sort, & Enrich Leads

Score, Sort, & Enrich Leads

Power through a mass of inbound leads. Score, sort, and enrich intelligence - no matter the source.
video demo ⟶
Contact Management

Contact Management

Confirm all information and demographic data is accurate for everyone in your CRM.
video demo ⟶
List Building

List Building

Build lists of target customers, competitors, industry events, and more.
video demo ⟶
Email Address Scraping

Email Address Scraping

Updated email addresses for everyone on your prospect list and in your book of business.
video demo ⟶
Prospect Identification

Prospect Identification

Build lists of sales prospects - save your SDR time.
video demo ⟶
Send Engagement Surveys

Send Engagement Surveys

Send and prepare engagement survey reports
video demo ⟶
Track Learning & Credentials

Track Learning & Credentials

Confirm all credentials are up to date; track ongoing learning.
video demo ⟶
Maintain HRIS

Maintain HRIS

Run scheduled updates to all critical contact information, such as address updates and marital status updates.
video demo ⟶
Send Benefits Reminders

Send Benefits Reminders

Manage open-enrollment with reminders and updates.
video demo ⟶
Fill out HRIS

Fill out HRIS

Transfer information from your ATS to your HRIS.
video demo ⟶
Log Equipment

Log Equipment

Maintain company equipment inventory.
video demo ⟶
Order Equipment

Order Equipment

Order the equipment for your new hire - from computers to office supplies to business cards.
video demo ⟶
Set Up Accounts

Set Up Accounts

Create a workflow that assigns new hires access to the systems and files they'll need - whether it's a reimbursement system, a project management platform, an HRIS, or an online portal.
video demo ⟶
Verify Credentials

Verify Credentials

Confirm background checks and transcription records.
video demo ⟶
Mass Outreach

Mass Outreach

Systematically reach out to every prospect, candidate, or referral partner on your list.
video demo ⟶
ATS Management

ATS Management

Engage candidates - we'll make sure everything is tracked in your ATS.
video demo ⟶
Data Enrichment

Data Enrichment

Verify the names and addresses of candidates with whom you want to connect.
video demo ⟶
Boolean Searches

Boolean Searches

Find exactly who you're looking for: we'll run Boolean list-building processes for you.
video demo ⟶
Executive Assistant

Executive Assistant

Supercharge your productivity by delegating routine tasks such as scheduling, organizing contacts, or conducting research before meetings.
video demo ⟶
E-Commerce

E-Commerce

Gain a competitive edge in eCommerce by taking advantage of delegations such as vendor research, product research, and email newsletters.
video demo ⟶
Startups

Startups

Upgrade your startup with scalable processes such as market research, customer surveys, and CRM management.
video demo ⟶
Back Office

Back Office

Keep your back office on track by delegating tasks that get in the way such as invetory upkeep, sending and receiving documents, and filing expenses.
video demo ⟶
Screening a List of Candidates

Screening a List of Candidates

Have your assistant screen a list of candidates to find the best fit for the position.
video demo ⟶
Labeling Emails in an Inbox

Labeling Emails in an Inbox

Your assistant can add helpful labels to the emails in your inbox.
video demo ⟶
Sending a Mail Merge

Sending a Mail Merge

Send personalized email inquiries to lists of potential contacts via your assistant.
video demo ⟶
Transcribing a Text File

Transcribing a Text File

Have your assistant transcribe text from scans into a text file.
video demo ⟶
Maintaining Records in a Spreadsheet

Maintaining Records in a Spreadsheet

Have your assistant aggregate records in an easy-to-read spreadsheet.
video demo ⟶
Signing an Agreement or Workflow

Signing an Agreement or Workflow

Using digital signage tools, your assistant can sign documents on behalf of your digital identity.
video demo ⟶
Sending a Legal Agreement

Sending a Legal Agreement

Your assistant can deliver legal documents.
video demo ⟶
Creating a Legal Agreement

Creating a Legal Agreement

Your assistant can generate basic legal agreements for you.
video demo ⟶
Managing a Hiring Funnel

Managing a Hiring Funnel

Consolidate your hiring process by having your assistant manage the hiring funnel.
video demo ⟶
Managing Your List of Subscribers

Managing Your List of Subscribers

Have your assistant manage your subscription lists.
video demo ⟶
Managing Marketing Subscriptions

Managing Marketing Subscriptions

Have your assistant create and manage new lists of subscribers.
video demo ⟶
Creating and Scheduling Email Blasts

Creating and Scheduling Email Blasts

Have your assistant reach out to clients old and new.
video demo ⟶
Sending LinkedIn Requests to a List of People

Sending LinkedIn Requests to a List of People

Have your assistant send personalized LinkedIn invitations to build and strengthen your network.
video demo ⟶
Sourcing a Specific Email

Sourcing a Specific Email

Have your assistant hunt down email addresses you need.
video demo ⟶
Lead Generation

Lead Generation

Generate a list of leads for sales, recruiting, or otherwise. We can use any tools - this demo shows how we use keywords to build lists from LinkedIn.
video demo ⟶
Research Vendors

Research Vendors

Assess a new market or competitors quickly and efficiently using your assistant as a researcher.
video demo ⟶
Verifying a Lead

Verifying a Lead

Have your assistant take over the task of individually verifying leads.
video demo ⟶
Inventory Upkeep

Inventory Upkeep

Keep your online inventory up to date with your assistant's help.
video demo ⟶
Onboarding a Team Member

Onboarding a Team Member

Have your assistant set up a new hire's accounts and tools.
video demo ⟶
Lead Sourcing

Lead Sourcing

Your assistant can generate a list of leads from multiple sources and following varied parameters, including visual or text based queues, upon request.
video demo ⟶
Scheduling a Meeting

Scheduling a Meeting

Have your assistant take charge of scheduling meetings.
video demo ⟶

We’ve got your back

Hildah
Lead, Kenya
Felix
Operator, Ghana
Nichole
‍Lead, Philippines.

Here’s what our customers say.

Some of our 200+ customers:

Invisible doesn't just save you time, it also saves the potential financial and temporal expense of a new employee.
I think that we got to a point where [Wally] has basically taken enough responsibility to almost be a full-time employee, a full-time employee's worth of work.” Unlike a human employee, your invisible assistant can operate 24/7, effectively expanding your productivity by 200%."
Sales Operations Manager at Wade and Wendy
View Testimonial Video

What do I get?

In short, we do what you ask. Our tech-enabled platform is optimized to reinforce your team.

So, what do you get? Perhaps the most important thing of all... your time.
Get Results

Start growing your business
with Invisible today.

Contact Us ⟶

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