Let producers focus on revenue.
Build structured insurance support behind them. Edge provides certified insurance professionals trained on AMS360, Applied Epic, and HawkSoft.












Based on Edge client data. Actual results vary by role, practice size, and market.
Certified insurance operations professionals
Insurance professionals trained on your AMS, aligned to carrier workflows, and experienced with agency bill and direct bill processes.
Browse Insurance Roles →Protect producer time, strengthen agency operations.
Average agencies reduce operating costs by up to 70% compared to local hiring.
Cancel anytime.
AMS support & management for the platforms your agency runs
Our 4-week training program, Edge Edu, covers policy processing, endorsements, ACORD forms, and carrier portal workflows for your system.
AMS360
Policy mgmt, accounting, reporting
Applied Epic
Full lifecycle, benefits, analytics
HawkSoft
P&C focused, pipeline, docs
QQCatalyst
Sales automation, workflows
EZLynx
Comp rater, mgmt system
RingCentral
VOIP, call routing, recordings
ACORD Forms
125, 126, 140 — all standard forms
Carrier Portals
Rating, quoting, policy issuance
Producers are overloaded with in service work
70% of agencies say hiring is their top challenge. Producers spend more time on endorsements and certificates than generating new business.
Producers doing CSR work instead of selling
Every hour on a certificate request is an hour not closing new business
Renewals going out late or unremarketed
Lost revenue, carrier relationship damage, E&O exposure
Can't find local CSRs who know insurance
Training from scratch takes 6+ months. Turnover resets the clock.
Dedicated insurance support. Ready before day one.
Edge professionals are comfortable navigating your AMS, ACORD forms, and carrier workflows, managing service tasks to let your producers focus on sales.
Dedicated CSR handling all service requests
Certificates, endorsements, billing — off your producers' plates
Renewals remarketed 90 days out, every time
Carrier submissions prepared, quotes compared, proposals ready
Insurance-trained from day one — no 6-month ramp
4-week Edge Edu covers P&C fundamentals, your AMS, and carrier workflows
Find your talent in 7 days.
Demo: Tell us what you need
Which AMS? Personal lines, commercial, or both? How many producers need support? We match based on your exact workflows.
Interview and select
Professionals who already know AMS360, Applied Epic, or HawkSoft. Interview on your schedule. No cost until you hire.
Kick off and onboarding
Secure workspace, equipment, payroll, compliance, ongoing training, and a dedicated Success Manager — all included.
Go live
Your new team member is active in your AMS and fully supported. Producers get back to selling — we handle everything else.
Not a VA. A dedicated, full-time team member.
Agencies that scaled with Edge
Build an agency structured for growth.
Hundreds of insurance agencies operate on Edge to scale servicing, underwriting support, and billing with compliant infrastructure.
No commitment.
Your next full-time hire
is 7 days away
Book a demo. Interview candidates certified on AMS360, Applied Epic, or HawkSoft.
Book a Demo