First of all, Assurion does not provide you with a "new" phone. They provide your with a refurbished phone. They don't go out and purchase "new" phones to replace your stolen phone. The "backorder" in the supply chain is Assurion waiting for a refurbished unit to send you.
So, they are waiting for a new supply of "refurbished" phones. Why don't they ask the police detectives I spoke with which of the gas stations that my phone thief could have pawned off MY phone only to resell it. I'm pretty sure the phone trafficking is how many "refurbished" phones get back on to the market.