Insurance Back Office Outsourcing for Wisconsin
At CLICKVISIONBPO, we provide reliable insurance back office outsourcing for Wisconsin-based agencies, MGAs, brokers, and carriers.
Our team supports core functions like policy administration, claims follow-up, commission tracking, and COI processing, tailored to fit operations in both personal lines and commercial insurance.
Whether you're handling general liability, property insurance, or commercial auto, we deliver real-time support that keeps your agency running smoothly and in compliance with Wisconsin-specific requirements.
Back Office Services We Provide For Wisconsin Agencies
We assist with a wide range of insurance back office solutions that support your daily operations:
Certificate of Insurance Processing
We handle COI requests quickly and accurately, ensuring timely delivery for insured clients across Wisconsin industries like construction, trucking, and hospitality.
Policy Checking and Renewal Processing
Our team verifies all policy documents, endorsements, and renewals for accuracy—flagging any discrepancies before they reach your clients.
Commission Reconciliation
Our team reconcile commission statements against your internal records, ensuring clean books and helping reduce missed revenue.
Data Entry and Document Indexing
We input policy data, scan and categorize documents, and update CRM or AMS systems to maintain organized and searchable records.
Insurance Companies We Work With in Wisconsin
We support insurance agencies partnered with leading Wisconsin carriers, including:
American Family Insurance
Headquartered in Madison, a prominent provider of auto, homeowners, and business insurance across the state.
SECURA Insurance
Known for its strong regional presence and personal and commercial insurance offerings.
West Bend Mutual Insurance
A respected Wisconsin-based insurer specializing in property and casualty coverage.
Progressive
Widely used across Wisconsin for personal auto and small business insurance.
Travelers
A national carrier with a strong Wisconsin agent network for commercial and personal lines.
Agency Management Systems We Work With
Applied Epic
A robust, enterprise-level platform widely used by mid-to-large agencies—ideal for streamlining insurance back office services across multiple departments.
Vertafore AMS360
This cloud-based system is perfect for automating workflows and improving efficiency within our insurance back office outsourcing services.
HawkSoft
Known for its user-friendly interface, HawkSoft enables smooth collaboration for back office support, especially in personal and commercial lines.
NowCerts
We use NowCerts to manage certificates, policies, and tasks efficiently—making it a strong fit for agencies seeking scalable insurance back office solutions.
EZLynx
EZLynx helps us enhance client servicing and renewal tracking, aligning well with our day-to-day back office management support.
QQCatalyst
An ideal AMS for smaller or independent agencies, QQCatalyst supports streamlined documentation and back office operations with clarity and control.
Local Support Tailored for Wisconsin Insurance Professionals
Our insurance back office process outsourcing solutions are customized to meet Wisconsin-specific requirements, from managing workers’ compensation endorsements in Green Bay to ensuring auto insurance documentation aligns with state DMV standards.
We follow Wisconsin OCI guidelines to support regulatory compliance. Whether you're an independent agent in Eau Claire or run a larger agency in Milwaukee, we act as your extended team—aligned with your hours and focused on operational efficiency.
Leadership Team
Dimitar Talevski
Dimitar is a seasoned marketing specialist and the visionary behind CLICKVISION. With over 10 years in digital marketing, he excels in crafting marketing strategies that boost rankings, which in return increase leads, conversions, sales, profits, and ROI.
Filip Dimitrijevski
With a strong background in the marketing industry and healthcare leadership roles, Filip is responsible for CLICKVISIONBPO's sales strategies and onboarding new clients. With a passion for sharing insights gained from his experience, he also shares valuable knowledge through industry related articles.
Serving All Wisconsin
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Yes, our team aligns with regular Central Time business hours to ensure seamless coordination with your internal staff and clients.
Absolutely. We regularly process certificates of insurance for contractors, HVAC companies, and trades professionals throughout Wisconsin.
We proudly offer our insurance back office outsourcing services to insurance professionals across the entire state of Wisconsin. This includes major cities like Milwaukee, Madison, Green Bay, Kenosha, Racine, and Appleton, as well as key regional hubs such as Waukesha, Oshkosh, Eau Claire, Janesville, La Crosse, Sheboygan, Wausau, Brookfield, and Fond du Lac. We also support agencies in smaller communities like West Bend, New Berlin, Menomonee Falls, Beloit, Fitchburg, and Manitowoc. Whether you're in an urban center or a rural part of the state, our virtual team is equipped to handle your insurance back office needs with seamless integration and localized understanding.