Edge finds, trains, and manages remote insurance professionals — from CSRs and FNOL reps to underwriting assistants — certified on AMS360, Applied Epic, and HawkSoft before day one.
Edge professionals arrive trained on your AMS, know your carrier workflows, and understand the difference between agency bill and direct bill.
Handle policyholder calls, process endorsement requests, issue certificates of insurance, manage renewals, and update policy information in your AMS — first-call resolution for your book of business.
Review submissions, pull loss runs and MVRs, verify ACORD applications, check carrier appetite guides, prepare quote comparisons, and package submissions for underwriter review — all in your AMS.
Take first notice of loss calls, file claims with carriers, track claim status, coordinate with adjusters, and update your AMS with claim notes, reserves, and settlement details.
Issue binders, process new business and renewal policies, check dec pages against quotes, handle mid-term endorsements, and manage cancellation/reinstatement workflows.
Reconcile agency bill and direct bill statements, track producer commissions, process premium financing, manage carrier payables, and generate month-end reports from your AMS.
Prepare proposals and coverage comparisons for producers, manage prospect pipelines, run remarketing on renewals, pull comp raters, and keep your CRM updated with new business activity.
Average agency saves 70% vs. hiring local CSRs
4-week Edge Edu covers policy processing, endorsements, ACORD forms, and carrier portal workflows for your system.
Policy mgmt, accounting, reporting
Full lifecycle, benefits, analytics
P&C focused, pipeline, docs
Sales automation, workflows
Comp rater, mgmt system
VOIP, call routing, recordings
125, 126, 140 — all standard forms
Rating, quoting, policy issuance
70% of agencies say hiring is their top challenge. Meanwhile, producers spend more time on endorsements and certificates than on selling new business.
Every hour on a certificate request is an hour not closing new business
Lost revenue, carrier relationship damage, E&O exposure
Training from scratch takes 6+ months. Turnover resets the clock.
Edge professionals arrive knowing your AMS, ACORD forms, and carrier workflows. They manage your service work so your producers can sell.
Certificates, endorsements, billing — off your producers' plates
Carrier submissions prepared, quotes compared, proposals ready
4-week Edge Edu covers P&C fundamentals, your AMS, and carrier workflows
Which AMS? Personal lines, commercial, or both? How many producers need support? We match based on your exact workflows.
Professionals who already know AMS360, Applied Epic, or HawkSoft. Interview on your schedule. No cost until you hire.
Secure workspace, equipment, payroll, compliance, ongoing training, and a dedicated Success Manager — fully managed.
Join hundreds of insurance agencies already using Edge
Book a free 15-minute consultation. See candidates certified on AMS360, Applied Epic, or HawkSoft. No cost, no contract.
Book a Free DemoTrusted by 500+ Businesses
Healthcare, dental, and insurance organizations rely on Edge to scale with confidence.