We Don’t Process Retail Insurance.

We Understand It.

From quoting to certificates to producer support—every operation is handled with judgment, not just execution.

Why Retailers & Wholesalers Need More Than a BPO

Errors & delays kill margins

Every rework, every day lost on a COI or quote bleeds revenue. We build in checks that catch issues before they cost you clients.
Overqualified staff stuck in admin

Your best people shouldn’t be chasing documents. We free producers and account managers to sell and serve, growing your book and retaining more clients.
Vendor & compliance risk

Third-party exposure is real. Our controls, audits, and documentation make risk teams—and cyber underwriters—comfortable.
Scaling without sacrificing quality

Volume shouldn’t mean variance. We scale capacity while holding error rates down—and SLAs up.

Not Just Processing. Partnership.

Stewards of your business.

Every cert, every remarket, every quote request represents a client relationship you’ve cultivated. We protect that with judgment and context—acting as stewards of your accounts, not just vendors moving paperwork.
Agility without the red tape.

Agencies can’t afford to wait on ticket queues or layers of reps. With Sparrowhawk, staff connect directly with our Process Executives. One email or DM gets a cert corrected, a renewal packet updated, or a quote remarketed—often in minutes. No middlemen. No lost time.
Workflows done right, the first time.

When you’re issuing 100 certs or prepping 40 remarkets, rework kills margins. Our Process Executives deliver 99.9% accuracy—so your staff stops babysitting tasks and starts focusing on client conversations.
Implementation in days, not weeks.

Forget 5-6 week launches. Sparrowhawk can have quoting, certs, or accounting support running inside your AMS in under a week. And once live, our direct-access model means a quick message to your Process Executive prevents hours or days of back-and-forth through managers or reps.

Smooth onboarding with accurate data entry and quick turnaround on initial policy tasks.
- New client account creation
- Policy download & document organization
- Renewal data prep & pre-fill support
Supports producers and CSRs by assembling quotes and streamlining remarkets.
- Quote packet creation & carrier intake forms
- Market comparison summaries
- Renewal remarketing coordination
Timely certificate issuance and tracking to meet SLA and compliance requirements.
- Certificate of Insurance (COI) generation
- Bulk COI processing for renewals
- Holder tracking & follow-up
Enhances agency responsiveness with non-licensed support across key service touchpoints.
- Claims status check-ins & carrier follow-up
- Certificate reissue requests & servicing forms
- Mailing, printing, and document processing
- Policy document retrieval & insured communications support
Frees up producer time by handling repetitive admin work that supports selling.
- Proposal creation & templating
- Follow-up email prep & appointment scheduling
- CRM and AMS data updates
Helps back office teams stay accurate and efficient with financial workflows.
- Statement review & reconciliation
- Commission reports & split tracking
- A/R report maintenance & overdue notices
- Recon support
- Proposal formatting
- Insurer appetite tracking