Beware of scammers: O2I does not hire freelancers. Our projects are executed in our facilities across the globe. View vendor selection policy here.

Outsource2india Provided Business Processing Services to an Insurance Firm

Case Study on Policy Checking Services to an Insurance Firm

The Client

The client is one of the best and well-known insurance firms based in Temecula, California. They cater to various insurance needs of their clients around the globe such as a vehicle, business, property, life, health, pet insurance, etc.

Client's Requirement

The client was looking for a reliable and cost-effective service provider who could help them handle all their business processing needs. They wanted a partner who could handle new sales, processing into their management system, signature management, and provide evidence of insurance in different lines. They also wanted our team to develop a system that would send late payment notifications to clients via text or email.

The Challenges

Our team at Outsource2india had to face a few challenges while implementing the project requirements of the client. Some of the major challenges we faced were -

  • The client's team member had left the firm recently and they were looking for a partner who could fill into his shoes and take up their responsibilities.
  • They wanted us to hire some of the most experienced and skilled insurance experts who could handle their requirements with ease.

The Solution

Considering the client’s requirements and challenges, our team at O2I devised a plan for the client. We hired and deployed a skilled resource for the client who could handle all their tasks with ease. After understanding the client’s work process, our team created a standard operating procedure that was followed throughout the project in a hassle-free manner.

The Results

The client was extremely impressed to see the quality of the results delivered by our team. We were able to handle the processes within just 2 weeks, in the same manner, they were looking for. The client was not only impressed by the quality of the results delivered but also the cost-effectiveness of the entire project.

Outsource Business Processing Services to Outsource2india

Outsource2india is one of the leading providers of insurance business processing services in India and a series of other insurance back-office support services to global clients. We have some of the most experienced and skilled insurance experts who can cater to all your requirements with ease. We leverage the latest tools and technologies while delivering the best quality services.

Are you looking for a reliable and cost-effective insurance business processing service provider? Then, your search ends here. Get in touch with us today!

Contact Us


Decide in 24 hours whether outsourcing will work for you.


Our Privacy Policy.

Have specific requirements? Email us at: Info Email

Email Us Info Email
Flatworld Solutions Address


116 Village Blvd, Suite 200,
Princeton, NJ 08540