Insurance Operations Support for US and Canadian Agencies
Tarvex Ops is a remote insurance back-office team for agencies. We handle certificate of insurance (COI) processing, endorsement processing, commercial quoting and policy servicing, so your licensed staff can focus on clients and new business.
What You Get
- Accurate COIs and endorsements with a quality check on every file
- Commercial quotes submitted across multiple carrier portals
- Clear status updates and a clean audit trail
- Dashboards and reports built from your agency data
- A small trial batch before you commit
About Tarvex Ops
Tarvex Ops is an insurance operations support company based in Ahmedabad, Gujarat, India. We work as a remote extension of US and Canadian insurance agencies, taking on the repeatable back-office work that slows down producers and account managers.
Our approach is simple: written checklists, a quality check before delivery and clear communication at every step. We combine insurance operations knowledge with data skills, so we can process your work and also show you what your agency data is telling you.
Insurance Operations Services
Commercial and personal lines support for the daily work that keeps an agency running. Each service follows a written checklist, so results stay consistent from one request to the next.
COI and Renewal COI
Certificates prepared from client, vendor, lender or contract requirements.
- New and renewal certificates
- Certificate holders, additional insureds, mortgagees and loss payees
- Special wording and waiver of subrogation
Commercial Quoting
Submission-to-quote support across multiple carrier portals.
- Property, general liability, commercial auto, BOP/package and landlord
- ACORD applications and underwriting questions
- Quote status and a clear summary for your review
Endorsement Processing
Accurate policy changes with documentation and verification.
- Add or remove vehicles, drivers and locations
- Mortgagee, lienholder and additional interest updates
- Limit, coverage and deductible changes
Policy Servicing
Support across the policy lifecycle, from setup to maintenance.
- Cancellations and reinstatements
- Policy setup and client records
- Follow-ups and status tracking
Personal Lines Support
Consistent handling of new business and renewals.
- Data entry and quote preparation
- Renewal review for changes in coverage or dates
- Vehicle and mortgagee servicing requests
Documents and Records
Every task is documented so your team can pick it up at any time.
- Clear notes on each request
- Version and effective-date context
- Carrier outputs and supporting files kept together
How a Request Moves from Your Desk to Done
Every certificate and endorsement goes through the same five checkpoints.
- ReceiveWe capture the holder, insured, coverages, limits, dates and any special wording.
- ValidateWe check policy status, effective and expiration dates, limits and endorsements.
- PrepareWe complete the right ACORD form and the required certificate details.
- Quality CheckWe verify names, addresses, limits, dates, interests and wording.
- DeliverWe send it to the recipient and keep the documentation.
If information is missing or a carrier requirement is unclear, we flag it and tell you exactly what we need. We do not guess.
Data and Reporting for Your Agency
Your agency system holds the answers to questions like which renewals are at risk, which producers bring in the most premium and where work is piling up. We turn that data into dashboards and written reports with recommendations you can act on.
Live Dashboards
Power BI dashboards for renewal pipeline, retention, premium by line or producer, and service workload.
Analysis with Solutions
A proper report that explains what the data shows, why it matters and what we suggest you do next.
Data Cleanup and Automation
SQL, Python and Excel work to clean exports, reconcile reports and remove repeated manual steps.
Turnaround Targets
Typical targets once we have a complete request and access to the policy. We agree the final targets with you.
| Service | Starts when | Target |
|---|---|---|
| Standard COI | Complete request | 30 to 40 minutes |
| Renewal COI | Renewal data available | Same business day |
| Simple endorsement | Carrier portal available | Same business day |
| Commercial quote | Complete submission | Initial carrier submission same business day |
| Cancellation or reinstatement | Request and documents received | Same business day |
Complex endorsements depend on carrier response time.
Why Agencies Work with Tarvex Ops
Accuracy First
Names, dates, limits and wording are cross-checked before anything is delivered.
Confidential
We sign an NDA before access and work only inside the systems you authorize.
Flexible Hours
Coverage is arranged around your agency's business day.
Clear Communication
Receipt confirmation, status updates and a documented trail on every task.
Frequently Asked Questions
Which agency management systems do you work with?
We work in Applied Epic and AMS360, and we pick up other agency platforms and carrier portals quickly. Tell us what you use on the intro call and we will confirm before you commit.
How do you access our systems?
Through logins your agency sets up for us, with the permissions you choose. You can change or remove access at any time.
How do you protect confidential client data?
We sign an NDA before any access is shared and work inside your systems rather than asking you to email policyholder data in bulk.
What hours do you cover?
Our hours are flexible and arranged around your agency's business day. We agree the schedule with you at the start.
How does a trial work?
You send a small batch of real work. You review the accuracy and turnaround, then decide whether to continue. There is no long-term contract to start.
Do you also build reports and dashboards?
Yes. We build Power BI dashboards and written analysis using SQL, Python and Excel, with recommendations on what to do next.
Tell Us What Is Piling Up on Your Desk
Send a short note about the work you would like to hand off. We reply within one business day.
Email contact@tarvexops.com