Service desk operations for independent P&C agencies

Your phones answered. Your renewals worked. Without another hire.

Steadbind runs the service side of your agency — inbound calls, certificates, endorsement intake, X-date outreach — around the clock, for less than half the cost of one CSR.

New Jersey agencies first · Taking two to start

01

Where the revenue leaks

The phone after five

A pipe bursts at 9pm. The insured calls, gets voicemail, then calls the agency whose name is on a truck. The policy was yours this morning.

X-dates that slip

Renewal outreach happens when someone has a quiet afternoon. Quiet afternoons are rare, so the list gets worked in November for a January effective date.

Certificates eating the day

A licensed producer spends two hours issuing COIs a form could handle. That is the most expensive clerical labor in the building.

Quotes nobody chased

You quoted it, they didn't bind, and no one followed up twice. The close rate problem is usually a follow-up problem.

Hours of coverage

Your office
12a8a5p12a
Steadbind

Most emergency property losses do not happen between nine and five. Neither do most inbound service calls from people who work for a living.

02

What we actually run

Inbound, 24/7

Every call answered, day or night. Routine service handled on the spot. Anything touching coverage goes to your licensed staff, with the details already written up.

Certificates & endorsements

COI and certificate requests intaken, prepared, and turned around same-day. Policy change requests captured in full so nobody has to call back for a VIN.

X-date & renewal outreach

Your renewal list worked on a calendar, not on whoever has a free hour. Contact attempted, logged, and escalated to you when the account needs a producer.

Quote follow-up

Every unsold quote followed up on a fixed sequence until it closes or it's dead. No opportunity sits untouched because the week got busy.

Review requests

A review ask after every bind and every claim closed clean. Reputation compounds, and it costs nothing to collect.

One monthly report

What came in, what we handled, what we escalated, what it produced. In plain numbers, not a dashboard you'll never open.

03

How it goes live

STEP 01
Diagnostic

Fifteen to thirty minutes on the phone. What comes in, who touches it, where it stalls. If we can't see a clear path to the thing paying for itself, we say so and leave you alone.

STEP 02
Two-week build

We build your desk against your workflow — your greeting, your escalation rules, your service standards. You review it before a single call routes to us.

STEP 03
Live, then tuned

Go live on a thirty-day out. We tune weekly for the first month, then settle into a monthly report and a call when you want one.

No integration project. Keep the management system you already run — HawkSoft, EZLynx, AMS360, Applied Epic, Catalyst. We work from a monthly export and write back into your system the way your staff already does. No API build, no vendor approval, no IT.

04

What it costs

$3,500
per month · flat
  • No setup fee
  • No per-call or per-ticket billing
  • Thirty days' notice to cancel, any time
  • Month one is tuned at no extra cost

Against the alternative

One CSR, salary
$48–60k
Payroll tax and benefits
+20–30%
Hours covered
40/week
Ramp to productive
60–90 days
Covers nights, weekends, storms
No
Quits
Eventually

Steadbind runs $42,000 a year, covers all 168 hours, and is live in two weeks. We are not cheaper than a CSR by accident — we are a different shape of cost.

05

Fit, honestly

Built for you if

  • You're an independent P&C agency doing roughly $1M–$3M in commission
  • You run one to four CSRs and they are visibly underwater
  • You own your book and intend to keep owning it
  • You've considered hiring and flinched at the real number

What this isn't

  • Not a lead vendor. We don't sell you names, shared or otherwise
  • Not a management system. Yours stays exactly where it is
  • Not licensed advice. Coverage questions route to your licensed staff, every time, without exception
  • Not an offshore room reading a script off a screen

One call, fifteen minutes

No deck, no demo, no proposal sent before we've spoken. Tell me what comes through your office in a week and I'll tell you straight whether this is worth your money.

Call or text
(609) 923-4686
Email
jackson@steadbind.com
Who you'd be talking to
Jackson P. McIntyre, founder. Not a rep, not a scheduler — the person who would run your desk.

Taking two agencies to start. New Jersey first.