BOSSServiceConnect
Improve agent satisfaction, reduce quoting friction, and ease pressure on underwriting teams with ServiceConnect. Our U.S.- based and P&C-certified professionals provide real-time support via embedded chat, answering agent questions about quoting, underwriting rules, and policy workflows. By resolving issues on the spot, we help carriers accelerate quote-to-bind cycles, improve submission quality, and reduce service volume to the home office.
20%
Reduction in admin service costs
150,000+
Service interactions annually
64,000+
Documents processed per month
10,000+
New Business Reviews per month
Eliminating Service
Bottlenecks at the Point of
Agent Interaction
BOSS solves day-to-day communication breakdowns so your agents get faster answers, your underwriters stay focused, and your brand delivers a superior service experience.
Accelerate Agent Response Times
Eliminate delays and reduce binding cycle times with real-time phone and chat support from licensed professionals.
Reduce Rework & Friction
Ensure consistent, accurate communication that minimizes back-and-forth and keeps submissions moving.
Extend Your Team with P&C Experts
Fill knowledge gaps with U.S.-based, P&C-certified staff who deliver white-glove service under your brand.
Make it easier for agents to get answers – and get quotes out faster. With real-time agent support, your distribution partners can get help exactly when they need it, whether they're quoting new business, processing endorsements, or navigating underwriting rules.
We offer:
- Live support for quoting, new business, payments, and policy questions
- Available 8 a.m. to 5 p.m. in your local time zone
- Clear escalation paths and exception handling when things get tricky
- U.S.-based, P&C-certified reps trained on your products and underwriting rules
- Fully compatible with any policy system – chat can be embedded right into your platform
What you gain:
- Faster quoting by answering agent questions in real time
- Eliminate delays caused by back-and-forth with underwriting teams
- Reduce email and phone traffic to your internal support staff
- Cleaner, more complete submissions from the start
- A smoother experience for agents, without ever leaving the quote screen
- Chat built right into the quote screen – no need to switch tabs
- Chat transcripts saved directly to policy memos or activity logs
- Standard reply libraries for quick, consistent answers
- Ongoing quality reviews and performance scoring
- Easy-to-use, cloud-based phone system
- Auto-attendant
- Call logging and tracking for full visibility
- Quality monitoring with recorded calls for training and improvement
Why it matters:
Give agents the help they need – without slowing them down. WaterStreet’s phone and chat support tools are designed to keep quoting on track while ensuring quality and compliance.
- Agents get fast answers without leaving the quote
- Fewer disruptions mean quicker decisions and more bound policies
- All support interactions are tracked and easy to review
- Every chat and call is monitored for quality and compliance
About B.O.S.S.
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