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Managed Services

Your secret weapon

Producers who manage small accounts have a problem. Their clients need account management and customer service. Producers need more time to sell. The answer: Advanced Professionals Managed Services. We are your backroom for all services after the sale. This gives firms more time to sell, less staffing needs and higher profitability. Who wouldn’t want that?

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Your Secret Small Account Weapon

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Services We Provide

  • Proposal development
  • New business submissions
  • Customer onboarding
  • Renewal cycle management
  • Incoming client calls
  • Benefit collateral
  • Creation and maintenance of forms, docs, and contracts
  • Compliance and regulatory management and expertise
  • Additional services as needed

AP Insights

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How to Boost Your Insurance Agency’s Customer Experience

When looking at the customer experience your insurance agency is providing, here are three areas you can focus on to boost performance and exceed expectations.

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How to Increase Revenue from Your Small Accounts

If your insurance business is focused on key accounts that take up the bulk of the work, your small accounts may have untapped potential revenue in your book of business. Find out how working with a business process outsourcing (BPO) partner can help your small accounts to grow into their full potential.

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Why Work with a BPO?

Insurance business process outsourcing, or BPO, can help employee benefits businesses keep all the moving parts humming smoothly. Here are two core reasons the health insurance industry should consider BPO services to improve operations.

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Whether you are a producer, employer, association, carrier, or product partner, Advanced Professionals can help you and your business.
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Advanced Professionals is a legal entity of ABD Insurance and Financial Services, Inc., which is the surviving company of the January 1, 2022 merger of three insurance agencies: ABD Insurance and Financial Services, Inc., Newfront Insurance Services, LLC and Aviation Marine Insurance Services. ABD Insurance and Financial Services, Inc. is licensed to sell insurance products in all 50 states, the District of Columbia and Puerto Rico, and is authorized in certain of those jurisdictions to use the names of its predecessor companies as DBA names. See this link for a list of licenses held by ABD Insurance and Financial Services, Inc. and the names under which it operates in each jurisdiction. Privacy Policy