Back-office work, off your plate. 

Operational backlogs pile up at independent insurance agencies when volume grows faster than internal capacity. Accounting, AMS management, certificate issuance, and renewals processing fall behind client-facing priorities.

Linchpin handles insurance BPO for independent agencies. We manage back-office operations so your producers and CSRs can focus on coverage, relationships, and retention.

What Linchpin can do

Every service is insurance-specific. Our team works directly inside your agency management system (Applied Epic, AMS360, EZLynx, and more) without a learning curve.

Linchpin is an Applied Preferred Consultant Partner.

Accounting and bookkeeping:

• Monthly reconciliation, premium trust accounting, accounts payable and receivable, financial close, and management reporting. It's where most agencies start with Linchpin.

AMS management:

• Applied Epic builds, data cleanup, policy processing, workflow setup, and system optimization.

Policy and document processing:

• Certificate of insurance issuance, renewals processing, endorsements, and data entry.

Virtual associate support:

• Dedicated operational support for recurring tasks, handled by staff trained in insurance workflows.

Managed IT and cybersecurity:

• Insurance-specific IT support from a provider who understands AMS environments, carrier portals, and compliance requirements.

HR and people operations:

• Onboarding, offboarding, and HR support for growing agencies.

Who this is for

Linchpin partners with independent agencies that have grown past the point where informal systems no longer work. The best fit is an agency where accounting is running behind, IT support is reactive, or the AMS is underused because no one has had time to configure it properly.

How we work

Engagements start with a 30-minute assessment call. Linchpin identifies where your back office needs support, proposes a scope, and can be operational within 2 weeks.