Six managed functions. One accountable operation.
Each function is built around your existing systems and supervised daily by SBSO. You set the KPIs — we own the SOPs, hiring, training, and day-to-day execution.
Operations Coordination
Task tracking, inbox management, scheduling, and vendor coordination — the daily execution work that keeps a business moving, run as an owned function instead of scattered across whoever has time.
What it solves
- Admin work delayed by rising overhead and slow U.S. hiring
- Tasks scattered across tools with no consistent owner
- Follow-through that depends on whoever happens to be free
What's included
- Inbox and calendar management
- Data entry and documentation
- Vendor and internal coordination
- Reporting and status updates
Insurance Agency Back-Office Support
Policy servicing, renewals, and client follow-up — run inside your agency management system, so producers spend time writing business instead of processing paperwork.
What it solves
- Policy admin piling up faster than staff can keep pace
- Inconsistent renewal follow-up putting retention at risk
- Producer time lost to admin instead of new business
What's included
- Endorsement and policy servicing
- Certificates of insurance, issued same-day
- Renewal tracking and carrier follow-up
- AMS data entry (EZLynx, AMS360, Hawksoft, and similar)
Construction Estimating Support
Takeoffs, bid prep, and proposal coordination — built inside your existing estimating software, so bid volume isn't capped by how many estimators you can staff.
What it solves
- Estimators stretched thin, slowing bid turnaround
- Inconsistent takeoff and pricing processes
- Growth capped by bid-turnaround capacity
What's included
- Measurement and takeoff verification
- Estimate building (AccuLynx, JobNimbus, and similar)
- Permit and paperwork prep
- Material order coordination
Customer & Client Support Operations
Inbound calls and emails, follow-ups, and retention activity — run by a dedicated supervisor on U.S. business hours, not handed off to whoever's available.
What it solves
- Inbound volume that outpaces internal capacity
- Inconsistent renewal and retention follow-up
- Support quality that varies with unsupervised help
What's included
- Inbound call and email handling
- Client follow-ups and check-ins
- Retention and renewal calls
- Case and claims support
Sales Development & Appointment Setting
Lead follow-up, outbound prospecting, and appointment setting that keeps your pipeline warm — so your closers spend time closing, not chasing.
What it solves
- Leads going cold before a rep can engage
- No dedicated capacity for outbound prospecting
- Pipeline coordination falling through the cracks
What's included
- Outbound prospecting and appointment setting
- Fast, consistent lead follow-up
- Pipeline coordination and handoffs
- CRM upkeep tied to your sales process
Billing & Collections Management
Billing inquiries and collections follow-up, integrated into QuickBooks or your existing system — consistent cadence, without dedicating your own time to it.
What it solves
- Billing follow-up deprioritized, delaying cash flow
- Inconsistent collections leading to write-offs
- No dedicated owner for billing communication
What's included
- Billing inquiry response
- Collections follow-up on aging accounts
- QuickBooks (or existing system) integration
- KPI tracking on resolution and recovery rate
Not sure which function fits your business?
One call. We'll tell you honestly what SBSO would take off your plate.
Book a free discovery call