United Alliances

United Alliances provides insurance agencies, brokers, and carriers with access to professional insurance virtual assistant services and back-office support—now available through a simple mobile experience.

This app offers convenient access to United Alliances’ platform, allowing users to connect with our team, explore services, and manage workflows through an integrated web interface and internal CRM system.

▶ About United Alliances
United Alliances is a US-focused insurance outsourcing partner helping businesses streamline operations, reduce administrative workload, and improve efficiency through trained insurance virtual assistants.
Instead of hiring and managing in-house teams, agencies can leverage remote staffing solutions to handle time-consuming tasks and focus on growth.

▶ What You Can Do in the App
• Access the United Alliances platform on mobile
• Connect with our team and services
• Manage workflows via integrated CRM (for internal users)
• Stay updated with operations and communication
• Experience seamless mobile access to our web system

▶ United Alliances supports a wide range of insurance operations:
- Policy Servicing
• Endorsements
• Renewals
• Policy issuance

- Quoting & Submissions
• ACORD form handling
• Carrier submissions
• Quote processing

- Accounting Support
• Commission tracking
• Reconciliation
• Insurance accounting

- AMS Management
• Applied Epic
• AMS360
• HawkSoft
• EZLynx

▶ This app is designed for:
• Insurance Agencies
• Insurance Brokers
• MGAs
• Insurance Carriers
• Internal United Alliances team members

▶ Why United Alliances
✔ Save up to 70% on staffing costs
✔ Reduce operational workload
✔ Improve turnaround time
✔ Access trained insurance professionals
✔ Scale operations without hiring

Download the United Alliances app to access professional insurance support and manage operations more efficiently.

Recent changes:
United Alliances - Client Portal Update