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BOSS ServiceConnect

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.

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.

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Accelerate Agent Response Times

Eliminate delays and reduce binding cycle times with real-time phone and chat support from licensed professionals.

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Reduce Rework & Friction

Ensure consistent, accurate communication that minimizes back-and-forth and keeps submissions moving.

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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.

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Built for Carriers. Focused on Agents.

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

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Modern Contact Center Support

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.

Chat Support

  • 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

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Phone Support

  • 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

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Why it matters:

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

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