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Insurance Managed Services

Managed Services for Insurance

EOX Vantage’s Managed Services team provides comprehensive completion and documentation of necessary but repetitive everyday back office tasks through each step in the insurance lifecycle.

Our global Managed Services team is always available to meet your needs. With ISO 9001 and ISO 27001 certifications and utilizing the latest cybersecurity measures to secure and protect your data, our dedicated teams can ensure a fast and secure turnaround every time.

Service Solutions for Insurance

Client Center


  • Call Center
  • Inbound/Outbound 
  • Services Follow-up 
  • Agent/Broker Follow-up 
  • Inspections 
  • Inspection Appointments




  • File Set-ups 
  • Clearance 
  • New Business 
  • Renewals




  • Rate 
  • Modifications
  • New Business 
  • Renewals 
  • Proposals


Policy Service


  • Issuance 
  • Binders
  • Policy Checklist 
  • Filings



  • Loss Runs 
  • Claims Set-ups 
  • Claims Breakdown 
  • Claims Reports 
  • Loss History Review


Finance & Accounting


  • Invoice 
  • Commission 
  • Accounts Receivable 
  • Accounts Payable 
  • General Ledgers 
  • Reconciliation




  • Audits 
  • Cancellation 
  • Reinstatement 
  • MVRs 
  • Mailouts 




  • Driver Requests 
  • Premium Endorsements
  • Non-premium Endorsements 
  • Finance Requests


Benefits of EOX Vantage Managed Services

Save an Average of 30%

Increase Productivity

Reduce Errors & Expenses

3-10% Increase in Policy Retention

Vertafore Orange Partner

As a Vertafore Orange Partner, integrating with Vertafore products is the natural choice for us. Presently, we have integrated with IMS, AIM, ImageRight and AMS360.

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Insurance Solutions Resources

How Can We Help You?

Find out how to optimize your operations to your goals with a team of experts focused on your business.