Some carriers need a partner to run the administration operation. Others need experienced capacity around specific workflows. Agent Services provides insurance-experienced professionals, licensed where required, and established workflows that extend the carrier or distributor team without a full administration transfer.
The evaluation can start with the work the carrier wants to transfer and the control it wants to keep.
Which responsibilities stay with the carrier?
Which move to the partner?
Who owns decisions, exceptions, controls, and customer outcomes?
TARGETED OPERATIONAL SUPPORT
Insurance-experienced professionals, licensed where required, and established workflows that extend the carrier or distributor team without a full administration transfer.
The differentiators are in the operating model around the work, not in the ability to process a transaction.
Define which lifecycle activities move, which stay, and who owns decisions, exceptions, controls, and customer outcomes.
Map applications, policy data, documents, payments, finance, portals, distribution systems, and third-party services into the operating model.
Understand cash reconciliation, payment controls, GL posting, exception handling, audit evidence, quality controls, and escalation paths.
Look for workflow-level service reporting, aging work, exceptions, escalations, performance measures, and governance that keeps the carrier informed without forcing it back into transaction management.
End-to-end administration and operational support for carriers that want Zinnia to take on a broader operating role.
Feed new business into the operating model.
Provide the system-of-record context the supported work runs against.
Cover the digital in-force experience alongside the supported workflows.
The answer may be full administration, targeted capacity, or a staged path between the two. Define the responsibilities, controls, and outcomes first, then choose the operating model.
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