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Insurance Agency Management Services

Outsource Insurance Agency Management Services

Resolve insurance back-office issues cost-effectively with extreme professionalism by outsourcing insurance agency management to O2I

Are you not getting enough time to focus on your core competencies and improve your profit margins? Are you falling short of resources to take care of your back-office operations for your insurance agency? Then, it’s the right time to outsource insurance agency management services to an experienced service provider. By outsourcing, you will not only have time to focus on your core competencies, but all your processes will be on track.

Outsource2india has been one such service provider who can be your one-stop-shop for all your needs. We can take care of all your insurance back-office operations which will enable you to provide your clients with the best service. Our team comprises some of the most skilled individuals who can deliver quality services in a quick time.

Insurance Agency Management Services We Offer

Outsource2india has been catering to the needs of leading insurance agencies across the globe with effective insurance agency management services. We have the required skills and technologies to easily provide clients with the best quality services. Some of the key insurance agency management services we offer include -

  1. Insurance Policy Management

    Our end-to-end policy management services help clients to handle all the aspects related to policy administration. Our services include policy issuance, policy renewals, policy checking, insurance endorsements, etc.

    Insurance Policy Management
  2. Insurance Claims Management

    We have the required skills and expertise to provide clients with claims management and help them manage claims in the most efficient manner. Our services include claims verification, claims validation, claims adjudication, claims processing, etc.

    Insurance Claims Management
  3. Insurance Commission Management

    We help clients manage their commissions in the most effective manner. Right from commission data entry services to commission accounting, our team helps you with each and every aspect of commission management.

    Insurance Commission Management
  4. Insurance Reporting

    We take care of all your reporting requirements and ensure that you have ample amount of time to focus on your core competencies. Our services include generating agent commission reports, accounts report, finance reports, policy listing reports, etc.

    Insurance Reporting
  5. New Business Services

    Our team provides clients with a series of new business services. We can provide document uploading services, requirement gathering, quote creations, invoice data entry, register payment details, policy checking, etc.

    New Business Services
  6. Insurance Accounting

    We have the required skills and expertise to provide insurance agencies with a plethora of insurance accounting services including accounts payable, accounts receivable, account reconciliation, etc.

    Insurance Accounting
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Insurance Software we use

Vertafore Nexsure Aspire InsurancePro HawkSoft Agency Matrix Applied Agency Management Newton Agency Solution Agency Systems Insly SEMCAT A1 Tracker Jenesis Agent & Broker Software (ABS) SIBRO 1app - C2MS Insurance Software AgencyIntel QQCatalyst Board EverString Halo IBM SPSS Infer Insurance Analytics Radius SAS Advanced Analytics Statistica Decisioning Platform A1 Tracker ClickClaims PLEXIS payer platforms Record360 Virtual Claims Adjuster Bitrix24 Commission calculator CommissionsEZ CommissionTrac EvolveSPM GoalPost GreenWave Iconixx Incentive SPM inLOGIC.ca Advanced Insurance System Caseblocks Cases CRM Claims Manager DocuPhase HealthQx HEALTHsuite INSIS PCRS QUICK CAP Intuit QuickBooks Billbooks MYOB Invoice Studio Tradeshift Sage CheckMark MultiLedger Invoicera

O2I’s Insurance Agency Management Process

Being a leading insurance agency management services company for almost two decades now, we believe in providing our clients with the best quality services within a quick time. This is made possible by making use of a streamlined and systematic process. The key steps involved in our process are listed here -

Requirement Analysis  

01. Requirement Analysis

In the first step, we clearly understand the client’s requirements and devise a plan which will help us meet those needs on time

Plan Improvement  

02. Plan Improvement

We share our devised plan with your in-house team and take feedback to improve the plan in any way and incorporate the changes


03. Implementation

Once the plan has been finalized, we form a team which will implement the plan and provide the client with the required services

Insurance Validation and Verification  

04. Insurance Validation and Verification

All the services we offered and the records we maintained are thoroughly checked and undergo multiple levels of quality check


05. Final Delivery

The records are formatted in the required format and verified before it is delivered to the client within a stipulated time

Other Service You Can Benefit From

Why Choose O2I for Offshore Insurance Agency Management Services?

Outsourcing insurance agency management services to O2I helps you take advantage of a series of benefits. Some of the key benefits of you choosing us include -

  • Flexible Pricing Options

    We don’t unnecessarily charge our clients and provide them with highly affordable pricing options which suit their agency’s budget.

  • Data Security

    Being an ISO/IEC 27001:2022 ISMS certified organization, we ensure that all your insurance data, accounting data, financial data, etc. is completely safe with us.

  • Quick Turnaround Time

    We have our presence across multiple delivery centers spread across the globe, which allows us to serve our clients in a short time span and deliver quality services in the industry’s best TAT.

  • Experienced Insurance Agents

    We have a team of highly experienced and skilled insurance agents who are trained to work on the latest tools and technologies and deliver quality work.

  • High-quality Services

    We are an ISO certified organization and hence you can rest assured that all the services we deliver will be completely error-free.

  • Best Infrastructure

    We have access to the best infrastructure in terms of the latest insurance tools and technologies and world-class office spaces.

  • Single Point of Contact

    We assign a project manager to every client who will keep you updated about the project status and will be the single point of contact for all your needs.

  • 24/7 Availability

    Our sales teams and project managers will always be available to address any of your issues and answer your queries.

  • Ease of Scalability

    We have the required bandwidth and resources to easily ramp up the service requirement as and when the client needs it.

Client Success Stories

O2I Provided Back-office Operations for Health Insurance Company

Back-office Operations for Health Insurance Company

A leading health insurance company was looking for a partner who could provide them with insurance back office operations. Know how our team provided them with the services.

Read more
O2I Provided Back-office Operations for Miami-based Customer

Back-office Operations for Miami-based Customer

A leading insurance company based in Miami was looking for a reliable back-office operation service provider. Our team provided the client with services within a short turnaround time.

Read more

Outsource Insurance Agency Management Services to Outsource2india

Outsource2india has been a pioneer in providing quality insurance BPO services and insurance agency management services in India and across the globe. Some of the most talented and experienced insurance agency experts are a part of our team who understand the exact needs of the client and provide the services accordingly. We have access to the latest insurance agency management tools and technologies which ensure we deliver quality services within a quick time.

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

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