Policy Servicing
Endorsements, policy changes, carrier correspondence, documentation.
Insurance Agencies
Your Agency Operations.Delivered as a Service.
Policy servicing. Renewals. Certificates of insurance. Carrier submissions. Claims follow-up. Orbit™ runs them for you. No hiring required.
Stop Hiring. Start Producing.
Every agency runs on the same core functions. Policy servicing. Renewals. Certificates of insurance. Carrier submissions. Claims follow-up. Endorsements.
Orbit™ takes those functions off your plate as a managed service. No headcount. No HR. No management overhead. Just a service agreement. Inside the system you already run. Your only focus is producing.
What Orbit™ manages
The Full Back-Office. One Managed Solution.
Each function Orbit™ manages comes with documented workflows, clear performance metrics, and ongoing governance. Security built in from the beginning.
Renewals Management
Proactive outreach, coverage reviews, re-marketing, renewal processing.
Certificates of Insurance
Requests, issuance, tracking, holder management.
Carrier Submissions
New business submissions, appetite matching, portal management.
Claims Coordination
First notice, follow-up, status tracking, client communication.
Administrative Operations
AMS data entry, compliance documentation, cross-functional support.
500+
Businesses supported since 2018, across 20+ industries.
Figures as reported by Rocket Station, 2026.
Envoy Capital AdvisorsKrono Property ManagementMax Home InspectionsPure Property GroupFrontstepsEnvoy Capital AdvisorsKrono Property ManagementMax Home InspectionsPure Property GroupFrontsteps
The process
One Orbit™.Consistent outcomes.
01
Map
We start inside your operation. We document every function (policy servicing, renewals, certificates of insurance, carrier submissions, claims follow-up, endorsements) and define exactly what performance excellence looks like in your book.
02
Design
We design the service. Not a hiring plan. We scope each function, set the SLAs, and deliver a solution brief that defines what gets done, how it gets measured, and what it costs.
03
Launch
The service goes live fully configured. Workflows documented. Performance benchmarks active. Operating inside QQCatalyst, Applied Epic, Vertafore, EZLynx, or your platform of choice from day one.
04
Command Center
Real time insight at all times. SLA reviews, performance reporting, and continuous improvement. We govern the outcome. Continuously.
Human-in-the-loop AI
The Infrastructure That Makes It a Managed Service.
Orbit™ is what separates a service contract from a staffing arrangement. Specialized insurance operations talent, documented workflow infrastructure, and intelligent automation. Governed together as one solution.
- 01Insurance Operations Specialists
- 02Documented Workflows
- 03Intelligent Automation
Manage Less. Produce More.
Next industry → Benefits Administration