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Service

Customer Service for Insurance Agencies

Built for Agencies. Trusted by Teams. Powered by AmityFin.

How We Support Your Customer Service Needs

Insurance agencies are flooded with moving parts — follow-ups, appointment scheduling, claims updates, and compliance tasks that stack up daily. We built AmityFin to keep those parts moving smoothly.

Why Choose Our Customer Service?

  • Skilled Agents: Our team is trained to handle all customer inquiries with efficiency and professionalism.
  • Policyholder Engagement: We manage routine tasks like renewals and inquiries to ensure smooth, ongoing communication.
  • Customizable Support: Our agents can be tailored to meet the specific needs of your agency, from policy assistance to claims-related support..

Industries We Support

Auto Insurance
Home owners Insurance
Life & Health Insurance

Our Service Features

From day one, our platform has been focused on helping agency teams do more with less stress. We work alongside your existing systems, helping your licensed team members handle the things they’re already doing — just smarter, faster, and fully connected. No new logins. No separate portals. Just one ecosystem where your agency can work better — whether you’re managing 10 people or 100.

  • Streamlined Engagement: Our agents handle day-to-day client interactions, freeing up your time. 24/7 round the clock service.
  • Real-Time Support: We ensure quick responses to policyholder queries and renewal reminders.
  • Training & Expertise: Our agents are thoroughly trained in insurance processes to ensure top-tier service.

Custom Solutions for Agencies

  • 24/7 system access and logging
  • Custom workflows for agency operations
  • Automated communication tools
  • Back-end sync for appointments, follow-ups, and renewals
  • Support for in-house and remote staff

Not Just Software. A Full Infrastructure Stack.

  • Everything we do is built around licensed customer reps and internal agency teams. This isn’t another software tool — it’s real operational support that plugs directly into your agency’s daily workflow.
  • From onboarding new clients and scheduling policy reviews to assisting with claims and renewals — AmityFin gives your team real people who get the job done.
  • We help your staff be more effective at the roles they were already hired for. Less friction. More trust. Better client outcomes.

Whether it’s onboarding new clients, scheduling policy reviews, assisting with claims, or following up on renewals — AmityFin gives your team the tools they need to handle it all without chaos. Our systems help your people be more effective at the jobs they’re already hired for. That means less friction, more trust, and way better client experiences.


Everything Connected. Everything Tracked.

Every message. Every click. Every update. Logged and visible when you need it.

With AmityFin, everything is tracked behind the scenes — not for micromanagement, but for clarity. Owners and managers get full visibility. Team members get transparency. Nothing gets lost in the shuffle.

And if you’re working across multiple offices, time zones, or carriers — we’ve got that covered too.




Objections? We’ve Already Heard Them.

Agencies said this before seeing how we plug into their existing ones. No switching. Just syncing.

That’s because they weren’t built around real internal teams. Ours is.

Neither were our earliest partners. We scale with you.

Built for How Real Agencies Work.

We’re not here to replace your team or take over your processes. We’re here to give you tools that keep everything organized — from onboarding to follow-ups — so nothing gets missed and your people can stay focused.

Whether you’re an independent agent building from the ground up or a growing agency managing multiple offices, AmityFin supports your infrastructure — not the other way around.

You stay in control. We just make it easier.