Connection – more than cables and keyboards
Our team of experienced professionals, computer engineers and project managers provide end-to-end insurance management solutions to keep your business running smoothly. If your technology needs involve hardware, software, people, communication, data or security – we’ve got you covered.
VA
Virtual Associate Services
Whether you are currently working with a Virtual Associate that needs additional training and support or considering adding a Virtual Associate to your agency team, let us support you in your journey.
Procedures
As with any new employee, success can only be achieved with solid procedures. Well-defined workflows can be executed and audited in a way that informal training cannot. Let our team review and update your procedures to ensure success.
Training
Current procedures in hand, the next step is to train your Virtual Associates one task at a time, ideally with a period of auditing before adding a new process. No time to train? Let us handle the training and auditing for you on over 100 tasks.
Time-Intensive Tasks
From issuing certificates to processing direct bill statements, making policy changes and much more. We have fully trained Account Managers as well. Virtual Associates can have the greatest impact on taking back your team’s operating efficiency, saving you time and money.
Finding the Right Fit
Getting started with Virtual Associates takes research and experience. Our team can get you matched with the best associates to handle your agency’s unique needs.
US-Based and International
We work with Virtual Associates across the globe and stateside to meet your specific requirements. Don’t let time or distance keep you from finding the next and newest member of your agency team.
Automation
Automation, APIs, Integration & Custom Programming
APIs, integrations and interfaces abound, and we can make them work seamlessly for your agency.
Automation
The specialized interaction of critical systems is essential to the operational needs of any insurance business.
APIs
Exchange information and move data between agency management systems, CRMs, and other third-party software programs.
Integration
Streamline routine processing tasks to reduce costs and increase data entry accuracy.
Custom Programming
Connect existing systems and applications in a way that enhances your workflow.
Accounting
Insurance Accounting
What’s the scariest insurance accounting scenario you can imagine? No “messy” General Ledger is too scary for us! From day-to-day bookkeeping to a complete overhaul of your Chart or procedures, our experts can help.
General Ledger
Our hands-on accounting experts will set up and customize your general ledger to include a simplified breakdown of all financial transactions.
Balance Sheets & Income Statements
These are two of the most important documents for monitoring and measuring the financial health of your insurance business.
Agency Payroll Processing, including 1099 and W-2
Easily manage payroll for agents, customer service representatives, sales teams, account managers, underwriters, and more.
Design & Implementation of Software Integrations
Relax and let our specialists design and implement made-to-order accounting software integrations for a wide range of systems – without compromising speed or security.
Project-Based Accounting
Are bank reconciliations, direct bill, and payables thorns in your side? What about that data entry task that you’ve been pushing off for months? We can get you caught up and moving forward.
AMS
Agency Management System Services
The agency management system (AMS) is often described as the “heartbeat” of an agency. When is the last time you ran a health check on this critical component?
Agency Operations Audit, Assessment and Recommendations
Your agency business has changed since you first installed the AMS and related tools. Let our insurance professionals review your system setup and provide suggested efficiencies.
Workflow Analysis and Optimization
Many users find new and creative ways to achieve the same end result as their peers. Our team can review your current workflows and provide tips on improving workflows so everyone benefits from best-in-class processes.
New User Training
Whether you have adopted new software, spun up a new division, hired new staff or are considering working with a new virtual assistant, our team of experts can provide training to your users.
Reporting Review and Customization
Our team can fine-tune your reporting to deliver the information you need in the format and frequency that works best for you.
Project-based Management System Services
With different people using different templates (think letters, proposals, SOI) not only could you be missing out on the branding opportunities, but you may also be creating unwanted exposure for your agency. Bringing on a new location? Need help with system administration?
IT
Information Technology & Strategy
Technology is a powerful partner to enhance your agency or brokerage’s ability to delight your customers. Who is looking after the technology in your office to ensure everything is running smoothly?
Help Desk
Facing workstation issues or login problems? Our expert team is here to troubleshoot and minimize distractions for you and your staff.
Custom Technology Roadmap
We work with you to create a custom process that will drive efficiency and allow you and your team to spend time with your clients rather than mired in a manual process.
Microsoft 365 Support and Migrations
Linchpin can handle your Microsoft Office 365 full suite configuration, software installation and licensing setup. We’ll continue with ongoing user management while your staff go about their daily activities.
Remote Access and Desktop Support
As hybrid and remote work become more popular, your staff should know where to seek help. With Linchpin’s remote setup, we’re available whenever and however your team needs us.
End-to-End IT Support
We are boots on the ground business process consultants working directly with agency owners to affect change and efficiency. Let Linchpin be your “one-stop shop” for all your IT needs!
How we work
How we use, protect, and manage insurance technologies is consistently evolving, yet what remains the same is a brokerage’s preference to work at peak efficiency. We listen to our clients and set up systems to work the way the agency wants to work while sharing advanced information and programming that increases their efficiency and preparedness.
- Schedule a discovery call with a Linchpin Specialist.
- A project manager will review your technology and business needs to develop a customized approach to saving your time, money, and stress.
- In concert, your staff and the Linchpin team will implement your plan.
- After your implementation plan, Linchpin does not stop there. We stay with you, our team of business analysts remains ready to evolve with you and your insurance business.
Tech Nerds Who Care
We take pride in our work and love making your life a little easier.
100%
Tech Monitoring: our North American staff works in all time zones
1 Hour
Fast, Same-Day Support: majority of issues solved within 60 minutes
98%
Customer Success Rate: based on nearly a decade of client reviews
Let’s Chat
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