Insurance
Insurance agency back-office pod
Policy servicing, renewals, certificates and claims intake for independent agencies and MGAs, with every step logged in your agency management system.
- Team size
- 4 people
- Launch
- < 72 hours
- Roles
- 3
Who's on the pod
- 2Policy servicing specialist
- 1Claims intake coordinator
- 1Quality reviewer
US business hours with same-day turnaround
What they handle every day
- Endorsements, renewals and policy checks
- Certificates of insurance issued same day
- First notice of loss intake and claim status updates
- Download reconciliation and data-entry clean-up
Works inside your tools
- Applied Epic
- AMS360
- HawkSoft
- EZLynx
Common examples — we train on whatever you already use.
Secure by default
- HIPAA aligned
- NDA / BAA on day one
- Encrypted workstations
- Limited, role-based access
More blueprints
View all 8 →- #04Legal Services
Law firm intake & case support pod
Client intake, calendaring and document preparation for law firms, handled under NDA from day one so attorneys can stay on billable work.
- 1 Legal intake specialist
- 1 Paralegal assistant
- 1 Virtual receptionist
- Team size
- 3 people
- Launch
- < 72h
- #05Facilities & Development
Facilities & project coordination pod
Work-order dispatch, vendor scheduling and project documentation for property managers, contractors and developers running many sites at once.
- 2 Work-order dispatcher
- 1 Project coordinator
- 1 Procurement & AP assistant
- Team size
- 4 people
- Launch
- < 72h
- #06Accounting
Accounting & bookkeeping pod
Day-to-day bookkeeping, payables and month-end preparation for CPA firms and finance teams, working inside your ledger with reviewer sign-off.
- 2 Staff bookkeeper
- 1 AP / AR specialist
- 1 Senior reviewer
- Team size
- 4 people
- Launch
- < 72h
Contact Ops
Let's scope your squad
Tell us what you need — staffing, back-office, a web build, or a brand system. An operations architect will come back to you the same day.
- Reply within 2 business hours
- HIPAA-aligned · NDA / BAA on day one
- Squads live in under 72 hours