Outsourcing Insurance Agency Operations | Linchpin

Linchpin is a Business Process Outsourcing (BPO) partner for independent insurance agencies. The company covers the back-office functions agencies most commonly outsource: accounting, IT support, agency management system administration, workflow automation, HR, and virtual associate support.

What to Look for in an Insurance Back-Office Partner

The most important consideration when outsourcing insurance back-office work is whether the provider understands insurance workflows. Premium trust accounting, carrier payables, AMS reconciliation, and producer commission structures are specific to the industry. A provider without this background will require more oversight, make more errors, and create more work in correction.

Certifications and compliance practices matter for agencies that handle regulated data. Linchpin's team has direct experience with the insurance-specific requirements that apply to agency accounting, data handling, and system access.

What Linchpin Covers

• Accounting and bookkeeping (trust accounts, carrier payables, commission reconciliation)
• Applied Epic and AMS support and optimization (Applied Preferred Consultant Partner)
• AMS360 and EZLynx support
• Managed IT and cybersecurity
• Workflow automation and system integrations
• HR and people operations
• Virtual associate support for administrative and operational tasks

Linchpin's engagements are structured for independent agencies — not for enterprise firms or MGAs. Most clients are agencies with 5 to 50 staff who need specific BPO handled by a team that understands the insurance environment from the inside.

ABOUT THE AUTHOR

Margaret Karapetian is the Director of Product Development at Linchpin. She helps agency owners understand where their systems could be improved to be working at their best.