Running an insurance agency is a balancing act. Between client calls, policy renewals, compliance requirements, and staying on top of risk, it’s easy to get stretched thin. That’s exactly why having the right insurance underwriter isn’t just helpful—it’s essential.
Here’s the thing: not every agency can afford to hire a full-time, experienced insurance underwriter. And even if you could, would you really want the added overhead, training, and management? That’s where outsourcing becomes a total game-changer.
At CapStonePlanet, we work with firms across the U.S. and Canada who’ve realized one key thing: outsourcing their insurance underwriter needs saves time, reduces cost, and improves accuracy. Instead of managing piles of applications and second-guessing risk profiles, they hand it off to us—and we deliver.
Our insurance underwriter professionals don’t just review files. They understand the nuances of underwriting guidelines, financials, policy criteria, and risk scoring—because that’s all they do. And the best part? They work as an extension of your team, completely white-labeled, and always on time.
If you’ve been trying to scale your business but keep hitting bottlenecks in underwriting, now’s the time to pivot. A dedicated insurance underwriter, working exclusively on your books, can free up your internal staff, improve turnaround times, and impress your clients with faster decisions.
Stop burning hours and missing opportunities. Outsource your insurance underwriter needs to a team that knows the business and delivers like clockwork.
Let’s talk. CapStonePlanet is ready when you are.