Intake form

Name *

Email address *

What type of Insurance Agency are you?

What operational or administrative challenges are you having?

Please select at least one option.

Back office administrative support

Submission Intake organization

Certificate processing support

Renewal coordination and follow up

Inbox and task management

Workflow and process setup

Other services needed -can discuss during consultation

How many employees does your business have?

What is your annual revenue?

Which operational support areas are most relevant to your agency?

Please select at least one option.

Back Office Support

Documentation and file management

COI and documentation processing support

Renewal Tracking and more

Workflow and internal process organization

What is your preferred method of communication?

Please select at least one option.

Email

Phone

Video Call

In-Person

Which type of support best describes what you are looking for?

Please select at least one option.

Ongoing administrative support

Short term-operational clean up or set up

Overflow support for busy periods

Not sure yet would like to discuss

Additional questions or comments

Arete' Risk Advisors