★★★★★
"The insurance knowledge that the Edge professionals brought to my team is incredible. Their diligent training and dedication ensure top-notch client experiences."
18 more insurance agencies just hired through Edge
Let producers focus on revenue.
Build structured insurance support behind them. Edge provides certified insurance professionals trained on AMS360, Applied Epic, and HawkSoft.
No payment until you hire
No contract lock-in
SOC 2 + GDPR compliant
AMS360 Certified
Matched in 7 days
Arsalan A.
Insurance Auditor
AMS360✓ Certified
Aaila T.
Underwriting Assistant
Applied Epic✓ Certified
Lizhet S.
FNOL Representative
HawkSoft✓ Certified
Ahmed K.
Policy Processor
QQCatalyst✓ Certified
Trusted by agencies, MGAs & carriers
Based on Edge client data. Actual results vary by role, practice size, and market.
30%
YoY growth for agencies
70%
Cost savings vs. local hire
97%
Talent retention
7 days
Average time to hire
Accelerate Hiring for Growing Insurance Teams
Certified insurance operations professionals
Insurance professionals trained on your AMS, aligned to carrier workflows, and experienced with agency bill and direct bill processes.
Underwriting Assistant
Assists underwriters with risk assessment, documentation, and data entry.
Billing and Accounts Assistant
Handles client billing, payment follow-ups, and reconciliation of accounts.
Insurance Customer Service Representative
Handles client inquiries, coverage questions, and policy updates via phone and email.
Claims Processor
Manages claim documentation, verification, submission, and follow-up on claim statuses.
Policy Renewal Specialist
Oversees policy renewals, communicates with clients about updates, and ensures timely processing.
Certificate of Insurance (COI) Coordinator
Issues and maintains certificates of insurance for clients and stakeholders.
Protect producer time, strengthen agency operations.
Average agencies reduce operating costs by up to 70% compared to local hiring.
Book a Demo →
No payment until you hire.
Cancel anytime.
Cancel anytime.
AMS Certifications
Certified on the AMS 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
The Problem
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.
The Edge Solution
Dedicated insurance support. Ready before day one.
Edge professionals arrive knowing your AMS, ACORD forms, and carrier workflows. They manage your service work so your producers can sell.
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
How It Works
Three steps. Producers sell again.
1
Tell us about your agency
Which AMS? Personal lines, commercial, or both? How many producers need support? We match based on your exact workflows.
Day 1
2
Interview AMS-certified candidates
Professionals who already know AMS360, Applied Epic, or HawkSoft. Interview on your schedule. No cost until you hire.
Days 2–5
3
They're live in your AMS. We handle the rest.
Secure workspace, equipment, payroll, compliance, ongoing training, and a dedicated Success Manager — all included.
Day 7
Edge vs. Alternatives
Not a VA. A dedicated, full-time team member.
What you get
Edge
VA / Temp Agency
Certified on AMS360 / Applied Epic / HawkSoft
Trained on ACORD forms & carrier portals
Full-time, dedicated to one agency
~
SOC 2 Type II + GDPR compliant
Secure campus + managed equipment
Payroll, HR, benefits included
97%+ retention rate
Agency Results
Agencies that scaled with Edge
★★★★★
"If we never hired through Edge, we wouldn't be in the growth stage we are right now."
↑ 30% YoY growth
★★★★★
"I trust my team member to take care of my customers, and she now handles most of our customer service."
Build an agency structured for growth.
Hundreds of insurance agencies operate on Edge to scale servicing, underwriting support, and billing with compliant infrastructure.
Book a Demo →
Quick demo.
No commitment.
No commitment.
Limited agency onboarding spots for February
Your next full-time hire
is 7 days away
Book a demo. Interview candidates certified on AMS360, Applied Epic, or HawkSoft.
Book a Demo No payment until you hire
BAA signed before start
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