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Complete Insurance Back Office Solutions for Renowned Health Insurance Company

Case Study on Insurance Back Office Solutions for Healthcare Client

The Client

Our client is a renowned health insurance company based out of the bay area in San Francisco, California. They have made their name as a successful online insurance brokerage firm, and helps employees all over the US find suitable health coverage based upon their needs.

Project Requirements and Challenges

As the clients' business grew, they spent more time servicing their customers rather than on new business development, an issue which soon caused them to reconsider their existing processes. As a result, they faced an uphill battle to rectify their profit margins and customer satisfaction rates. Upon approaching O2I, they laid out the following challenges which had to be met with as soon as possible -

  • The client was spending a big portion of their commissions on back-office staff management, and wanted to cut back on costs without hampering productivity
  • The client required exceptional back-office support and wanted to get back on track in as short a time duration as possible

The O2I Solution

As part of our expert solution, the insurance team designated to work the client's project took over all the back office tasks while assigning each task an importance level based on immediate requirements. This helped them to optimize the process while focusing on mission critical tasks.

We also assigned some of the most talented resources to the project who helped usher in sweeping changes to the client's existing processes without breaking the rhythm which their employees were comfortable with. A dedicated project manager further ensured that all deliverables were pushed out on time.

The Result

Outsource2india's attention to detail and our superb execution of the project ensured that all client requirements were met with on time and within their budget. Our exceptional handling of the project ensured that account managers who were spending more than half of their days doing back-office work were now able to spend all their time in generating new business

Over the past few years, we have managed to build a strong rapport with the client and have become their chosen partner for all insurance outsourcing tasks.

Outsource2india - An Ideal Choice for all Insurance Outsourcing Projects

At O2I, we have more than 17 years of experience in handling some of the toughest insurance outsourcing projects while ensuring 100% customer satisfaction. Whether you run a small business or have a large national insurance chain, our services can be tuned specifically to your requirements while allowing you the option to scale up or scale down with ease.

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