Outsourcing

Outsource insurance operations without losing control.

Experienced insurance professionals plus the platform. Insurance operations outsourcing with the data layer built in.

What you can outsource

Hand over the process, keep the visibility.

Whole processes, or the overflow your team cannot absorb.

  • COI review and tracking

    Certificates checked, chased, and kept current at portfolio scale.

  • Policy servicing and renewals

    Recurring servicing and renewal processing handled end to end.

  • Compliance and lender requirements

    Reviews against agency and lender standards, pre- and post-closing.

  • Document collection

    Notices, follow-up, and escalation until the file is complete.

  • Exceptions and issue resolution

    Communication and judgment calls managed by named professionals.

  • Specialized programs

    Complex or specialized insurance programs supported with technical expertise.

Technology plus judgment

Hire our insurance consultants for risk decisions.

Advocate's technology handles the compliance checking, while our insurance consultants manage the judgment, communication, and relationship work required to resolve issues and assess new facts.

Handled by the platform

  • Autonomous coverage gap analysis
  • COI and policy tracking
  • Benchmark and pricing checks
  • Servicing analytics and casework

Handled by our consultants

  • Exceptions and edge cases
  • Client, lender, and broker communication
  • Issue resolution
  • Assessment of new facts and risks

How it operates

Your book, our desk, one view.

  1. 01

    Connect the book

    Policies and certificates flow into Advocate and are normalized to the data standard.

  2. 02

    Automated checks run

    Gap analysis, tracking, and benchmarks run continuously in the background.

  3. 03

    Consultants take the judgment work

    Exceptions, communication, and resolution handled by named professionals.

  4. 04

    You keep the same view

    Your team watches the same dashboards and can step in at any point.

The Team

Meet our experts.

Hundreds of years of combined experience solving hard problems for our clients.

  • Eileen StarensierEileen StarensierInsurance Compliance Manager

    Eileen brings 15+ years of experience in insurance compliance, specializing in multifamily and commercial lending. With experience in both loan servicing and consulting environments, she offers a strong understanding of operational processes, risk management, and client support.

  • Alexander HunkinsAlexander HunkinsInsurance Compliance Manager

    Brings 6 years of lender compliance experience and 4 years in commercial insurance, with a focus on risk management and client relations across agency (Fannie Mae and Freddie Mac) and HUD environments. Specializing in insurance compliance, takes a solutions-driven approach to strengthen client partnerships and streamline complex compliance processes.

  • Matthew Berger-HuberMatthew Berger-HuberInsurance Compliance Manager

    Bringing more than 15 years of lender compliance experience and over a decade in commercial insurance and risk management. He specializes in collateral management and technology-driven compliance solutions that help streamline complex insurance review processes while supporting both lender and client needs.

  • Marianne KlosowskiMarianne KlosowskiVP, Insurance Compliance

    Bringing more than 15 years of lender compliance experience and over a decade in commercial insurance and risk management. She specializes in collateral management and technology-driven compliance solutions that help streamline complex insurance review processes while supporting both lender and client needs.

  • Karen PerryKaren PerryVP, HUD Insurance Compliance

    With 35+ years in insurance, Karen specializes in commercial real estate. Her experience includes roles as an Account Manager for large portfolios and insurance reviews for Fannie Mae, Freddie Mac, and FHA.

  • Brenda RowleyBrenda RowleyVP, Insurance Compliance

    Brenda brings 24 years of insurance expertise, including 5+ years as a Senior Insurance Compliance Analyst. She excels in conducting compliance reviews for agency and private lender loans, pre- and post-closing.

Talk to us about your insurance operations.