Fortuity InsuranceWorks™
Scale your insurance agency — without the overhead
Fortuity InsuranceWorks™ gives insurance agencies immediate access to licensed, sales-driven agents who sell and service policies from our secure operations hub in Columbus, Ohio.
We handle recruiting, licensing, training, back-office operations and compliance — so you can focus on growing your book of business, not managing HR and headcount.
Nationwide coverage
100% U.S.-based and compliant
Designed for growth and customer satisfaction
People, Process, and Performance For Every Part of your Agency
Our model combines the control of an in-house team with the flexibility of an outsourced model. You stay focused on growth — we handle everything else.
Recruit, Hire & Onboard Dedicated Agents
We identify and develop high-performing, sales-focused professionals who represent your brand with authenticity and care.
Licensed & Managed Across All 50 States
Our team handles all non-resident licensing, renewals, and compliance—keeping every agent ready to sell on your behalf.
Consistent, Measurable Results
Agents are trained for conversion, empathy, and retention. We measure success through CSAT, FCR, and AHT — not just handle time.
Scale Smarter, Faster, and Without Risk
With dedicated management onsite, you gain real-time oversight and scalable capacity that adjusts to seasonal or growth demands.
Comprehensive Services for Scalable Insurance Growth
InsuranceWorks delivers a full suite of licensed customer service and back-office solutions designed to help agencies expand, stay compliant, and operate efficiently
Our InsuranceWorks service solutions include:
Licensed insurance agent support
Expand your reach with U.S.-based, licensed agents trained in personal, commercial, and life & health lines.
Policy administration & processing
Streamline back-office work including endorsements, billing, and document management.
Increase loyalty and renewals with follow-ups, policy reviews, and retention campaigns.
Customer retention programs
Inbound & outbound campaigns
Drive growth with quoting, cross-selling, and reactivation outreach managed by experienced agents.
Data, reporting & quality assurance
Extend accessibility with round-the-clock sales and support services led by licensed agents.
Licensing & compliance management
Ensure full compliance with non resident licensing, renewals, and appointments in all 50 states.
All of Fortuity InsuranceWorks services are built to scale your agency, streamline operations, and deliver measurable results. Learn more about how InsuranceWorks™ can work for you.
In the insurance industry, precision and compliance are critical to success. Fortuity ensures every interaction meets the highest standards of accuracy and security through:
Adherence to PCI DSS, HIPAA, and GDPR regulations
Stringent fraud prevention and risk management protocols
Advanced training for onshore teams to handle sensitive insurance data securely and professionally
With Fortuity, you gain a partner who prioritizes your reputation, data security, and operational excellence.
Why Agencies Choose InsuranceWorks
What You Can Expect with InsuranceWorks
Our secure Central Ohio operations center combines U.S.-based quality with Midwestern cost efficiency and exceptional workforce stability.
Launch nationwide quickly. Agents are fully licensed and ready to sell across all 50 states, giving your agency instant reach.
Drive sales and retention. Our experienced, sales-driven professionals deliver measurable results while enhancing the customer experience.
Cut operating costs. Agencies typically save 30–40% by reducing office, HR, and administrative overhead.
Stay fully compliant. Every process is designed to meet HIPAA, GLBA, PCI DSS, and Department of Insurance standards.
Frequently Asked Questions About InsuranceWorks
Discover how Fortuity InsuranceWorks helps agencies scale faster, stay compliant, and deliver exceptional customer experiences— without adding overhead. Explore our most common questions below.
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Our agents securely access your CRM, agency management system (AMS), quoting tools, and communication platforms through encrypted logins or VPN. They follow your established workflows, ensuring seamless integration and full compliance with your data security policies.
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Yes — and often more so. Our licensed agents work within structured performance programs tracking metrics like first-call resolution, handle time, and customer satisfaction (CSAT). Because they focus exclusively on phone and digital interactions, InsuranceWorks™ agents consistently outperform traditional in-office benchmarks.
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Every InsuranceWorks™ agent operates under HIPAA, GLBA, and PCI DSS compliance standards. Fortuity maintains strict monitoring, cybersecurity training, and secure data handling protocols to protect customer information and meet Department of Insurance regulations across all 50 states.
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Absolutely. Agents can support both sales and service functions, including inbound quoting, renewals, policy updates, cross-sells, and re-engagement campaigns. They can also manage your CRM leads and marketing pipelines to drive new business growth.
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InsuranceWorks helps agencies reduce labor and administrative costs by up to 40% compared to traditional staffing models. You save on office space, utilities, recruiting, and HR management — while gaining fully licensed professionals who deliver measurable performance from day one.
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Yes. Each agent is trained to reflect your unique brand voice, service standards, and compliance requirements. They act as an extension of your team, not a third-party call center.
Let’s Strengthen Your Agency’s Performance Together.
Discover how Fortuity InsuranceWorks can reduce overhead, expand capacity, and boost profitability. Fill out the form below for a customized quote tailored to your agency’s goals.