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Outsource2india Provided Back-office Support to a Texas-based Insurance Agency

Case Study On Insurance Back-office Support for Texas Client

The Client

The client is a reputed insurance agency from Pampa, Texas. They provide the best possible financial support for their policyholders during a crisis or disaster. The client approached Outsource2india with a project that revolved around insurance back-office services.

The Requirement

The insurance agency is one of O2I's existing clients. They approached us to manage their new and unique insurance back-office project. Although our team was familiar with the client's internal AMS, they were required to undergo training for this new challenge. Considering our impeccable track record in delivering insurance back-office services, the client came to us with high hopes.

The Challenges

The tasks that the client wanted us to undertake were completely new for us. The biggest challenge, therefore, was to identify the right resources and build a capable team. The next hurdle was to compile and execute a successful training program to bring the team up to speed. However, the major concern remained the tight deadline issued to us and the pressure of living up to the client's expectations.

Our Solution

The insurance back-office team at O2I was determined to provide the best possible assistance and make the project a huge success. So, the entire team stepped up and worked together to tackle this challenge.

We began by putting together a team of highly skilled and experienced professionals. Insurance experts and managers on the floor who had extensive experience with insurance agencies worldwide were shortlisted.

Our team collected the video tutorials and training documents from the client and worked on them internally to train our resources. The team finished the training within 30 days and delivered outstanding services to the client.

The Results

We delivered exceptional insurance back-office services that precisely served the client's needs. The client was not just satisfied but was also delighted with our prompt and efficient handling of back-office tasks. As a result, the client decided to extend the project and rely more on us for day-to-day responsibilities. Also, they have become a promising reference for us that we share with potential customers looking to outsource.

Outsource Insurance Back-office Management Services to Outsource2india

Outsource2india is a reputed insurance back-office services company assisting global clients with their complex back-office requirements. With 23 years of industry experience, we offer insurance BPO services, such as services for insurance carriers, services for insurance agencies, and more. Empowered by multiple delivery centers, skilled resources, and advanced tools, we deliver prompt, efficient, and highly affordable insurance back-office support.

Request a free quote to decide whether insurance back-office outsourcing works for you.

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