A|M Insurance Agency Support Solutions

AM Insurance Support Services provides dedicated back-office insurance operations support for U.S. independent insurance agencies for both commercial and personal lines business.

We operate as an extension of internal agency operations, working directly inside agency management systems with a strong emphasis on accuracy, documentation, turnaround time, and E&O-aware processing. Our approach mirrors how agencies actually operate — structured, compliant, and accountable across the full policy lifecycle.

We support agencies that are experiencing operational strain from new business processing, renewals, endorsements, billing activity, and daily service work — allowing internal teams to focus on clients, producers, and growth.

What we support:
New Business & Renewals

• New Business Quotes
• Remarketing
• Application preparation and processing
• Renewal applications and supplemental questionnaires
• E-signature coordination (Indio, Adobe Sign, or equivalent)
• Loss runs requests

Binding & Post-Bind Processing

• Policy setup and issuance in the agency management system
• Post-bind applications and subjectivities follow-up
• Policy documentation and file completion

Policy Servicing & Ongoing Support

• Endorsements
• Certificates of Insurance (COIs) and Evidence of Insurance
• Lender and bank requests
• Notices of cancellation (NOCs) and reinstatements
• Inspection coordination and loss control recommendation tracking
• Claims logging and carrier notification
• Cancellation requests
• Special projects and ad-hoc servicing tasks

Billing, Invoicing & Compliance

• Billing reminders for direct bill policies (non-automatic renewals)
• Agency bill invoicing (new business, renewals, and endorsements)
• Audit notices and audit follow-ups

How we work

• Embedded support within existing agency workflows
• SOP-driven, checklist-based execution