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Streamlined Insurance Back-office Operations for Miami-based Client

Case Study on Insurance Back Office Operations

The Client

Our client is an established and renowned insurance agency based out of Miami, Florida. Over the years, they have made a name for themselves in the field of Commercial Insurance Brokerage, and currently offer both domestic and international coverages for commercial transport, trucking, land, air, and marine cargo, and even physical damage insurance.

The Project Challenges

On its way to growth, the client had acquired and absorbed many smaller companies, as a result of which their back-office team was severely burdened under work. This resulted in the following problems -

  • Their team had to work on multiple systems and databases, each of which had its own architecture, processes, data fields, and related customer support activities
  • The company also was not able to acutely analyze each employee's performance properly
  • The client had access to various employee-monitoring tools, but they were not able to check the employees' overall productivity

Given an abundance of such problems, the client approached Outsource2india based on our experience of delivering mission-critical insurance back-office projects in short time durations.

The O2I Solution

Based on the client's requirements, we devised the following expert solution -

  • We set up a dedicated back-office team so as to ensure the clients' tem could focus on the more important tasks at hand
  • Our team comprised of agents with experience in a variety of verticals such as personal, business, and general liability insurance
  • The team took care of all day-to-day tasks while optimizing the existing process for more productivity

The Results

With our help, the client benefited from the following -

  • The client was able to solve all their problems related to managing and updating the Insurance agency management system, data entry, reporting, etc.
  • The overall productivity increased by more than 20%
  • The streamlined nature of their operations allowed their staff to focus on more immediate objectives with ease

Choose Outsource2india for High-quality Insurance Services

At O2I, we make it a point to ensure that all our clients' requirements are met on time while using a solution most conducive to their existing processes. Our insurance services span the length and breadth of the industry and our cost-effective rates ensures not only significant saving, but further peace of mind.

Contact us right away and learn more about our services for Insurance agencies and carriers!

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