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Outsource2india Helped a Brokerage Consulting Firm With Policy Checking

Case Study On Policy Checking For An Brokerage Consulting Firm

The Client

The client is a brokerage consulting firm with offices in Chicago and Los Angeles. They specialize in comprehensive risk management, commercial insurance, and group employee benefit solutions.

Client's Requirement

The customer approached us as they needed help in handling large volumes of policy checking and certificate of insurance. The customer wanted immediate assistance and work with an agent who already had prior training in the EPIC agency management system.

The Challenges

The client had to face a few challenges before they approached us for their policy checking and certificate of insurance requirements. Some of the major challenges we faced were -

  • The client wanted to hire, train, and kickstart the project in a quick time.
  • They were also looking for in-house operational managers who could handle the large volumes of policy checking requests and deliver them on time.

The Solution

Keeping the client's requirements and business challenges in mind, our team devised a streamlined plan for the client. Our team assigned the required agents, trained them, and started the project within 7 business days. To further help we also offered in-house operations managers and floor supervisors to handle the managerial responsibilities at ZERO cost.

The customer did not spend a minute or spend a cent on recruiting, onboarding, and training a local agent instead all of this was handled by Outsource2india. The customer got the prompt help he was looking for. Our operations managers and supervisors come with a lot of experience working with many clients in Insurance both in the USA and the U.K. The customer was happy that the whole onboarding process was hassle-free and within a short period, our agent was able to start production and help with the large volume.

The Results

The client was highly impressed by the quality and speed of the results delivered by our insurance team. We have been continuing to provide support to the client and monitor the quality of work. The client was not only impressed by the quality of the results we delivered but also the cost-effectiveness of the entire project.

Outsource Policy Checking Services to Outsource2india

Outsource2india is one of the leading providers of policy checking services in India and a plethora of other insurance services to clients. We leverage the latest and the best policy checking and COI tools and software while delivering superior quality services to clients. We have some of the most experienced and skilled insurance back-office experts on board who can take care of all your needs with ease.

If you are looking for a reliable and cost-effective policy checking service provider, then you have come to the right place. Get in touch with us today!

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