Unitex supports agencies and brokerages with quoting follow-ups, policyholder service calls, claims data entry, and renewals — so producers focus on writing business.
How Unitex supports insurance businesses
Service work handled carefully, renewals never missed, producers left free to sell.
How Unitex supports insurance businesses
Service work handled carefully, renewals never missed, producers left free to sell.
Policyholder Support Calls
Courteous handling of service calls, policy questions, and routine account changes.
Quote Follow-Ups
Consistent follow-up on open quotes so prospects hear back before they shop elsewhere.
Claims Data Entry
Claims information entered and organized accurately in your management system.
Claims Data Entry
Claims information entered and organized accurately in your management system.
Renewal Outreach
Timely renewal reminders and outreach that protect your retention rate.
Renewal Outreach
Timely renewal reminders and outreach that protect your retention rate.
Document & Records Management
Policies, endorsements, and certificates filed and organized for fast retrieval.
Discuss Your Requirements
Tell us what is taking time away from your customers, sales, and growth. Consultations are free — we will recommend a team and workflow that fits.
Retention is the heart of an agency. Your Unitex team keeps policyholders served, renewals followed up, and records organized — inside the systems you already use.
Begin with a consultation to discuss your current challenges and the processes you want to outsource. Unitex will recommend a team structure and onboarding plan.
