We help you scale your operations with skilled remote professionals who work inside your systems.
How We Help
Insurance Agency Support-as-a-Service
For Professionals Who Want to Streamline Operations & Serve Clients Better
Whether you’re an independent agent, a growing brokerage, or an established insurance agency, Own Door provides trained remote professionals who help you stay organized, responsive, and compliant.
From policy renewals and claims processing to lead management and client communication — we handle the back-office operations so you can focus on what matters most: serving clients and growing your business.
What are Remote Professionals?
Own Door’s Remote Property Assistant services provide a variety of solutions, including:
Keep Policies Organized and Renewals on Time
We manage policies, renewals, and documentation with precision. Your remote team ensures every update, quote, and client record stays accurate, compliant, and accessible across your CRM or carrier systems.
Update policy notes and attachments
Manage client documentation
Track renewals for all policy types
Ensure audit-ready reporting for accuracy
Update and maintain client policy details
Track renewal dates and send reminders
Prepare renewal summaries and follow-ups
Coordinate rate changes with carriers
Deliver Seamless Client Onboarding Experiences
From setup to communication, we manage the onboarding process to make every client interaction efficient, informed, and professional from day one.
Record notes for service continuity
Update onboarding status and deadlines
Manage client introductions and checklists
Ensure quick transition to active policy phase
Set up new client profiles in CRM
Collect required policy documentation
Schedule onboarding calls and follow-ups
Send welcome packets and digital forms
Simplify Claims and Policy Processing Support
We handle claims and policy updates from intake to closure, ensuring documentation, communication, and compliance are accurate and timely every step of the way.
Prepare summary logs and reports
Follow up on pending approvals
Communicate outcomes to clients
Keep claim records organized and complete
Collect claim details and documentation
Verify and upload claim information
Coordinate with carriers and adjusters
Track claim progress and status updates
Keep Your Pipeline Active, Efficient And Running
We manage every lead touchpoint—tracking, follow-ups, and segmentation—so you can focus on closing policies instead of chasing reminders.
Manage renewal and upsell leads
Maintain conversion tracking reports
Clean and enrich contact data
Keep your pipeline organized and current
Enter and update leads in CRM
Track calls, emails, and meetings
Segment and prioritize top prospects
Schedule follow-ups and callbacks
Run Consistent, Engaging Marketing Campaigns
From newsletters to renewal emails, we help you communicate effectively with clients through automated, branded, and compliant campaigns.
Coordinate with CRM automations
Create seasonal offer communications
Ensure data protection compliance
Report campaign results and trends
Design and send email newsletters
Schedule renewal and update campaigns
Manage mailing lists and segments
Track open rates and engagement
Provide Reliable Client and Admin Assistance
We handle client communication, document requests, and administrative tasks that keep your agency running efficiently every day.
Send reminders and service confirmations
Coordinate with carriers as needed
Maintain shared documentation access
Ensure every task is logged and complete
Respond to client inquiries and updates
Manage policy adjustments and requests
Handle billing or renewal questions
Track client interactions in CRM
Keep Every Record Accurate and Measurable
We maintain dashboards, track performance data, and prepare reports that help you measure results and improve agency operations.
Update dashboards for team reporting
Review accuracy of CRM entries
Generate weekly or monthly summaries
Keep performance data transparent
Record daily activity summaries
Track renewals, claims, and service SLAs
Maintain lead and sales performance logs
Reconcile data between systems
What’s holding you back?
Overwhelmed by Administrative Work?
Between renewals, claims, and compliance, there’s little time left for client relationships and new business.
Delayed Follow-Ups & Missed Renewals?
Missed communication or late renewals can damage relationships and revenue.
Struggling to Keep Data & Documentation in Sync?
Multiple systems, outdated files, and manual tracking create inefficiencies that slow your agency down.
Not Just Support—A Fully Managed Insurance Operations Solution
Whether you’re an independent agent, a small agency, or a large brokerage, we help you scale your operations without adding overhead or hiring in-house.
Get executive, operations, marketing, and administrative assistant services for:
- Individual Agents – Reliable support for solo agents handling client communications, policy renewals, and lead follow-ups without hiring in-house staff.
- Agencies & Brokerages – Streamline daily workflows with trained professionals managing CRM updates, policy processing, claims coordination, and marketing tasks.
- Enterprise & Carrier Teams – Scalable back-office support to manage high-volume renewals, compliance tasks, and reporting while maintaining accuracy and consistency across multiple departments.
Getting started is the easiest thing you'll do today
If You Use It, So Do We.
Some of the platforms our team is proficient in:
CRM & Lead Management
Policy & Claims Systems
Accounting & Reporting
Communication & Collaboration
Email Marketing
We've made getting started with us as easy as 1,2,3...
We know that managing and growing a profitable property management company is hard. That’s why we built the first all-in-one solution for property management companies that simplifies operating and scaling a property management business.
Step 1.
Initial Consultation
Connect with your Own Door Solutions Specialist to discuss your property management needs, challenges, and goals. We’ll identify the right remote professional to support your business and provide you with a clear agreement to get started.
Step 2.
Discovery Meeting
Meet your Own Door Client Success Manager to dive deep into your day-to-day operations, preferred tools, company culture, and specific skills required. This helps us ensure the perfect match for your remote team member.
Step 3.
Expert Matchmaking
Our Client Success Manager carefully screens and interviews top candidates from our skilled pool of trained remote professionals. We handpick the best fit for your needs—usually within just one week.
Step 4.
Kickoff Call
You, your Client Success Manager, and your new Own Door teammate join a kickoff call to introduce everyone, set goals, plan communication, and lay the foundation for a smooth, successful partnership.
Step 5.
Onboarding & Training
Your Client Success Manager guides you and your new team member through our thorough onboarding process, ensuring they are fully prepared to manage your property management tasks effectively from day one.
Step 6.
Ongoing Support
We stay in touch with regular check-ins to support both you and your Own Door professional, making sure your remote team continues to deliver exceptional results and adapts as your needs evolve.
Step 1.
Initial Consultation
Connect with your Own Door Solutions Specialist to discuss your property management needs, challenges, and goals. We’ll identify the right remote professional to support your business and provide you with a clear agreement to get started.
Step 2.
Discovery Meeting
Meet your Own Door Client Success Manager to dive deep into your day-to-day operations, preferred tools, company culture, and specific skills required. This helps us ensure the perfect match for your remote team member.
Step 3.
Expert Matchmaking
Our Client Success Manager carefully screens and interviews top candidates from our skilled pool of trained remote professionals. We handpick the best fit for your needs—usually within just one week.
Step 4.
Kickoff Call
You, your Client Success Manager, and your new Own Door teammate join a kickoff call to introduce everyone, set goals, plan communication, and lay the foundation for a smooth, successful partnership.
Step 5.
Onboarding & Training
Your Client Success Manager guides you and your new team member through our thorough onboarding process, ensuring they are fully prepared to manage your property management tasks effectively from day one.
Step 6.
Ongoing Support
We stay in touch with regular check-ins to support both you and your Own Door professional, making sure your remote team continues to deliver exceptional results and adapts as your needs evolve.
Who can use our remote professional services?
Independent Insurance Agents
Insurance Brokers
Agency Owners
Commercial Insurance Firms
Health Insurance Providers
Group Policy Administrators
- Life Insurance Providers
- Auto and Home Insurance Providers
- Insurance Consultants
Stop Wasting Hours Every Week on Administrative Tasks
With Own Door, you get dedicated remote professionals for policy tracking, claims assistance, renewals, CRM updates, and more — all designed to save you time, reduce overhead, and improve client satisfaction.
Contact us today to discover how we can help your insurance agency operate smarter, faster, and more efficiently.
Frequently asked questions
They manage policy renewals, client onboarding, claims tracking, CRM updates, lead management, and compliance documentation.
No. Our professionals are pre-trained in insurance workflows and systems, requiring minimal onboarding.
Within a few days. We match you with the right professionals based on your agency’s specific needs.
Yes. We follow strict confidentiality and data protection protocols aligned with industry standards.
Both. Our services scale easily to fit solo agents, small agencies, or enterprise insurance firms.
Business support delivered remotely, customized to your reality. From daily operations to one-time projects — Own Door helps you build the team structure that fits your business.
Information
Get in Touch
Address
9620 NE Tanasbourne Dr Suite 300
Hillsboro, OR 97124
Phone
(503) 783-8479
Email
[email protected]
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