Insurance Ops


We support your claims processes, you reclaim your time.
‍
We helped an underwriting team of 3 do the work of 20 - and get promoted, too. Multiply the value of your time.
Get a Demo

Insurance Ops

We support claims-processing, you reclaim your time.

Get a Demo
Great for insurance companies looking to streamline operations so they can improve client experience and develop a loyal customer base.

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

Help where it hurts:

Here’s a list of common insurance operations processes 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

Personal Errands

Personal Errands

Order meals, groceries, or other lifestyle items.
video demo ⟶
Simplify Showings

Simplify Showings

Automate admin workflows - book viewings, sent email updates to third parties, coordinate with providers and collect references.
video demo ⟶
Organize Your Marketplace

Organize Your Marketplace

Continuously update buyer and seller information.
video demo ⟶
Build Property Lists

Build Property Lists

Generating lists of available commercial and residential rental properties, landlords or property managers
video demo ⟶
Research Regulations

Research Regulations

Researching state guidelines, property prices and deposits.
video demo ⟶
Plan Follow-Ups

Plan Follow-Ups

Send templated follow-up emails from your inbox
video demo ⟶
Draft Emails

Draft Emails

Draft emails are prepared and labeled your inbox, ready to send.
video demo ⟶
Network Management

Network Management

Send structured updates to your network. Send birthday greetings or gifts
video demo ⟶
Manage Your Stack

Manage Your Stack

Monitor usage of all subscription-based tools.
video demo ⟶
Clean Data

Clean Data

Let us manage the data so your analysts can make models.
video demo ⟶
Manage Postings

Manage Postings

Manage multi-channel posting for a variety of efforts
video demo ⟶
Report Customer Intelligence

Report Customer Intelligence

Aggregate and share data about how customers are using your product.
video demo ⟶
Support Customers

Support Customers

Answer standard inquiries right away through the tools you use.
video demo ⟶
Moderate Content

Moderate Content

Review user-generated content, ensuring it meets standards.
video demo ⟶
Qualify Leads

Qualify Leads

Score marketing leads by your selected criteria.
video demo ⟶
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 ⟶
Build Lists

Build Lists

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 ⟶
Filing an Expense

Filing an Expense

Have your assistant files expenses on your behalf.
video demo ⟶
Paying a Bill

Paying a Bill

Have your assistant complete payment on a bill or invoice.
video demo ⟶
Screening a List of Candidates

Screening a List of Candidates

Screen a list of candidates to find the best fit for the position.
video demo ⟶
Purchasing an Item Online

Purchasing an Item Online

Your assistant can make personal or professional purchases on your behalf.
video demo ⟶
Labeling Emails in an Inbox

Labeling Emails in an Inbox

Your assistant can add helpful labels to the emails in your inbox. Get to inbox 0.
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

Transcribe record meetings into actionable intelligence.
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 ⟶
Sending a Legal Agreement

Sending a Legal Agreement

Your assistant can deliver legal documents.
video demo ⟶
Managing a Hiring Funnel

Managing a Hiring Funnel

Consolidate your hiring process by having your assistant manage the hiring funnel.
video demo ⟶
Finding a Location for a Meeting

Finding a Location for a Meeting

Your assistant can schedule meetings, as well as reserve spaces
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 ⟶
Schedule Meetings

Schedule Meetings

Get what matters prioritized on the calendar
video demo ⟶

We’ve got your back

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

Start growing your business
with Invisible today.

Get a Demo

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