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, and compliance — so you can focus on growing your book of business, not managing HR and operations.
→ 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.
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
Why Insurance Agencies Choose Fortuity
Compliance Built-In: Every program operates under strict HIPAA, GLBA, and DOI protocols.
Onshore, People-First Operations: Based in Central Ohio, we combine community-based recruiting with professional performance.
Rapid Scalability: Launch pilot programs in weeks, not months.
Sales + Service Excellence: Agents trained for both inbound service and outbound growth initiatives.
Transparent Metrics: You’ll see dashboards with performance insights at every step.
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.
Your Growth, Our People
Ready to Optimize Your Insurance Agency Operations?
Streamline your processes, improve compliance, and deliver exceptional results with Fortuity’s Insurance BPO solutions.
Solutions That Drive Efficiency & Optimization
Stay ahead in insurance and insuretech with insights on optimizing customer support, enhancing claims processing, and leveraging technology for smarter, more efficient operations.
