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Client Care Agent


We, at Agency Transformation, believe that the industry used title of Customer Service Representative is out-of- date and does not reflect the expectations of today’s clients. Our Client Care Agent provides the care that your clients deserve whenever you need an extra hand.

The advantage of using one of our licensed Client Care Agents is that it enables your business to adjust easily and quickly to workload fluctuations with a pay-as- you-go need based expense. Whether you require a dedicated agent to help while an employee is out for an extended period of time, clean up back log or complete a special project, you can count on us to deliver professional service and excellent client care.

Here is a partial list of the services our Customer Care Agent can offer:

  • Document Processing
  • Process & Respond to Claims
  • Proactive Renewal Management
  • Trust Account Reconciliation
  • Retention Strategies
  • Customer Satisfaction Reviews
  • Issue Certificates & Evidences
  • Process Endorsements
  • Renewal Reviews
  • Agency Management Download Processing
  • Solicit Account Rounding Opportunties

We can customize any combination of services for your agency.

Contact Us for a solution to Customer Service needs.

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