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Case Study on Maintaining Insurance Accounts

Case Study on Maintaining Insurance Accounts

The Customer

Our customer is a full service, independent insurance agency based in the US. The customer specializes in providing the most comprehensive level of protection available. Our customer provides a variety of risk coverage services ranging from Business Insurance, Risk Management, Employee Benefits, Finance and Accounting Services and Private Risk Management.

The Challenge

The work required a high level of accuracy in order to maintain and update the insurance accounts of both companies as well as individuals. We engaged the customer on a couple of WebEx sessions for the training process. After two weeks of rigorous training, we started the project on managing insurance accounts. We were in constant touch with the customer through email, chat and phone calls for a period until we were capable enough to execute the insurance accounts process by ourselves. The target was not fixed and would vary in line with the number of new policies booked. At the end of the month we ensured that we had updated every single document.

The Solution

Currently the services provided to this customer include -

  1. Working on the Sagitta database

    We work on the Sagitta database. This database stores all the information regarding the policies, companies and individuals. We were given direct access to the client system through remote connections.

  2. Maintaining accounts

    • Create new accounts and renew old accounts
    • Calculate the Premiums Received
    • Calculate the Agency Percentage
    • Raise the Invoice
  3. Managing account receivables

    • Update the insurer receipts billed by the company

In order to interact with the customer on any issue such as training or on all matters related to transaction processing we where asked to communicate by phone, chat or email. We where able to adapt to changing procedures, as changes developed and processes evolved constantly, at times even on a day to day basis.

The Result


The quality of work has not been a concern, till date and we have been able to meet the customer’s expectations. Our efforts were rewarded when the number of FTEs (full time employees) involved in the project was increased within a short span of time.


Our diligent efforts have made this project on account insurance a success. The customer acknowledged our efforts and outsourced 40% of their back office work to us. We have periodic interactions with the customer by phone, chat or email for any updates and for feedback on our current work in their insurance company accounts project. We have continued to provide this customer with high-quality services at a cost-effective price.

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