Techmania

Expert Remote Insurance Support for U.S. Agencies | 6+ Years of Proven Success

Overview

Welcome to Techmania – Your Trusted Remote Insurance Partner Across the U.S. At Techmania, we specialize in providing expert remote insurance support, with a strong focus on personal lines (Auto, Homeowner, Renters, Landlord) and commercial lines (Trucking, Fleet, General Business Insurance) across all U.S. states. For the past 6+ years, we've successfully collaborated with multiple insurance agencies in Texas, Georgia, and New York, assisting with a wide range of virtual insurance operations. What We Do: We support agencies with a variety of essential processes, including: Business Development & Lead Generation Customer Relationship Management (CRM) Licensing and Appointments with Insurance Carriers Third-party MGA Appointment Setting (e.g., BOLD, TWFG, BIG I) Quote Preparation and Submission (via online portals and ACCORD forms) Policy Endorsements & Adjustments Claims Processing COI Requests (Certificates of Insurance) Billing, Payment Handling, and Premium Adjustments Underwriter Communications Policy Binding Our Expertise Covers: ✅ Personal Lines: • Home Insurance (HO3, HO4, HO6) • Auto Insurance • Landlord Policies (DP1, DP3) ✅ Commercial Insurance: • Trucking & Fleet Insurance • Business Liability • Workers Compensation • Errors & Omissions (E&O) • Cyber Liability • Pollution Liability • General Contractor Insurance • Amazon Trucking Insurance • Fair Plan & Flood Insurance • Business Owner Policies (BOP) We Work With 200+ Leading Carriers, Including: Progressive • Travelers • Allstate • Liberty Mutual (Safeco) • Nationwide • Mercury • Hippo • Encompass • Amwins • RPS • Hartford • Guard Berkshire Hathaway • State Auto • American Risk • South & Western • Elephant Insurance …and many more. Tools & Software We Use: • QQ Catalyst, EZLYNX, Rater Vertafore, HawkSoft (for quoting & submissions) • Agency Zoom, RingCentral, Gtalk, CRM systems (for communication) • Google Sheets, Microsoft OneDrive (for data storage & sharing) • PDF Editor (for COIs, ACCORD forms) • Microsoft Office Suite (Outlook, Excel, Docs) • Slack & Microsoft Teams How We Can Help You: Lower your current insurance premiums (Auto, Home, Business, etc.) Review and optimize your existing coverage Provide quoting, binding, and customer service support Assist with licensing and agency management Act as your extended virtual insurance team Availability: 📅 Full-time & Part-time Let’s simplify your insurance operations and help you scale your agency efficiently. Would you like a more concise version too, or one tailored for a specific niche (like just commercial insurance or just back-office support)? Lets meet and discuss in details.

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Services

Customer Service & Tech Support

Customer service representation to Insurance agencies and insurance agent. Help them in their daily task like quoting, endorsements, claim process, cold calling and binging policies. Managing customer data on CRM and other related software.

Skills

Insurance Appraisal
Virtual Assistance
Insurance Claim Submission
Insurance Policy Analysis
Licensing
Insurance
Insurance Agency Operations
Insurance Software
Insurance Document Production
Sales & Marketing
Insurance Consulting
Insurance Verification
Insurance & Risk Management
Customer Service
Customer Care
95% Job Success
Top Rated

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Upwork activity

Hourly rate

$10.00

Minimum project size

None

Total hours

3,336

Total jobs

15

Member since

Feb 18, 2024

Company information

Agency size

11-50 workers

Year founded

2024

Client focus

Large business

Medium business

Very small business

Small business

Languages

English: Fluent