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Policy Owner Services

Outsource Policy Owner Services

Our experienced team has a vast knowledge in Policy Owner Services and provide a streamlined process to meet your client's support requests at rates starting at $8 per hour

Our policy owner services are here to assist insurance agents and insurance companies with all kinds of post-policy issue requests. Whether you are looking to change a name, an address, a change in beneficiary, an in-force policy, or any other information or change regarding a policy, Outsource2india can assist you in every way. We can also help you in notifying clients directly regarding the policy renewal and expirations. Outsource2india is a policy owner services providing company that is committed to providing you with the best policy owner services.

Policy Owner Services We Offer

At Outsource2india, we provide our clients with a range of policy owner services that not only save them time and money but allows them to focus on our aspects of the policy and assistance -

  1. Policy Service Request Forms

    If you need to make any modifications or changes to your policy, we have various forms that are appropriate for your requirement. For agents, we can assist you in filling the forms with your client's details and organizing the various documents required to make changes.

  2. Death Claim Forms

    For death claim forms, we as a policy owner service provider would require you to fill in the required forms and submit to us documents such as death certificate, medical release form, original policy, etc.

  3. Other Policy Forms

    We are here to help you in filing all other policy forms like Lay-off waiver forms, accident forms, for health, and/or any other disability forms.

  4. Collateral Assignments/Release of Assignments

    We can also assist you to change the assignment of your insurance and direct your insurance provider to pay off an existing debt in case of the death of the policyholder.

  5. Beneficiary Change

    We can help in replacing all beneficiaries' names as requested. We can change beneficiaries to a different person (spouse or children), a trust, a company, etc.

  6. Ownership Change

    We can assist you in changing the ownership of your policy. We can change from resident to non-resident and vice-versa, from ownership to trust, from ownership to corporation and entities.

  7. Bank Draft Changes

    By authorizing us to make changes to your policy account, you will save time and money. You change your bank draft from current to savings and vice-versa without any hassle. We can also change your policy to an automatic bank draft.

  8. Name Change

    For changing or correcting the name on the policy whether the first or last name or changing only a few letters, you may either fill in the form available on our website or download the form on your policy provider website and send it to us for updating with all necessary documents.

  9. Address Changes

    If you are looking to make changes to your address, whether just a small change or complete change or making corrections to a previously entered incorrect address, our team of experts can make those changes immediately provided all documentation is in place.

  10. Face Amount Reductions

    Depending on your insurance provider, our team can help in changing and reducing the face amount/coverage amount of your insurance policy.

  11. Business Owners Policy Services

    Our team of experts also assists in Business Owner Policy services which combine both business liability insurance and business property. Our team can help in claiming insurance for covered disasters, theft, or fire. Claims can also include physical injury to the policyholder and property damage.

  12. Premium Mode Change

    Our team of experts can assist in changing the Premium mode from annual to either monthly, quarterly or vice-versa. We can also help you make changes to the withdrawal date of your premium, by filling the form on your behalf with all the required documents in place.

  13. Request a Duplicate Policy

    If our clients are unable to find their original policy, we can help them by sending them a duplicate copy of their policy via email or in the post.

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What Is the Bookkeeping Software We Use?

We specialize in a range of bookkeeping software. These include -

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

Policy Owner Process We Follow

Our team of experts have a wealth of knowledge in the area of outsourcing policy owner services. We work closely with you to serve you and make all the changes requested by you quickly and effectively. We keep our process transparent for our clients -


01. Receive Request, Review, and Change

Outsource2india will receive the in-force change request from either policy owner or agent via email. Our team will review the POS request and fill in the request changes form accordingly


02. Transmission and Status Tracking

Once the forms are filled in and all the documents are in place, the policy owner service request will be emailed to their respective insurance carrier. We will then track the status of the request and keep you updated with the status


03. Carrier Check

We will be in touch with the insurance carrier for the next few days to ensure the Policy Owner Service request is good to go and get an expected time of completion of the request. Usually, insurance carriers take about 2 to 3 business days to make the changes


04. Policy Submission

If the request is good to go, the carrier will go ahead with the changes and provide us with the ETA. If, however, there are any additional details required, we will request those details from you. Once we receive those additional details, we send them to the carrier to further proceed with the requested changes.


05. Follow-up, Confirmation, and Status Update

We will regularly follow-up with your carrier to check the progress of your Policy Owner Service request. Once we receive a confirmation from the insurance carrier our CRM will be updated with the same and your change request will be closed. A confirmation will be sent to you regarding the same

Industries We Serve


Insurance - Services for Agencies and Carriers

Finance & Accounting

Finance & Accounting









Media & Entertainment

Media & Entertainment



Other Service You Can Benefit From

Why Outsource Policy Owner Services to Outsource2india?

Outsource2india offers policy owner services that are tailored to fit a range of business needs. Additionally, here are the benefits you can have -

  • Cost-effective Pricing

    Outsource2india provides cost-effective and scalable population policy owner services in India for client-specific needs. This is the reason why we have the highest percentage of returning customers.

  • End-to-End Processing

    We will help to process your policy end-to-end, by collecting your documents, verifying the documents, filling in the forms and submitting your policy to your provider.

  • ISO Certification

    Outsource2india is an ISO certified policy owner services providing company and HIPAA compliant service provider. We strive to achieve rigorous high standards and consistent quality and adhere to delivery schedules.

  • Dedicated Project Manager

    Every client is assigned a dedicated team and project manager to keep you updated and informed of your POS requests.

  • One-stop Shop

    Outsource2india is a one-stop-shop for policy owners and insurance agents. We assist you with all kinds of policy change requests at our centre, so you don't have to go to different agents for different requests.

  • World-class Infrastructure

    Our world-class infrastructure has you covered. We provide you with high-class security and data protection and support services with 100% 24/7 backup support.

  • Robust Technologies

    Our robust technology ensures systematic completion of the complete process, quality reviews, on-time reports, and high scalability.

  • High Quality

    For our team, quality drives every project. We are always striving to improve our services and our goal has always been to set the highest standards in excellence.

  • Quick Turnaround Time

    Quick turnaround time for most of our policy owner services is 24 hours depending on the POS request. Almost all change requests are completed during the same business day and an update is provided to you at the start of the next business day.

  • High Scalability

    Our setup consists of high-speed data and voice communication with dependable and best in class processes and state-of-the-art systems.

  • 24/7 Customer Support

    Our customer support centre works 24/7 to assist and help our clients from all time zones. Our centre has been designed to provide you with convenience and security to access a wide range of information regarding your policy and various forms.

  • High Data Security

    We adhere to rigid data protection and privacy of our client's policy information. So, we have high data security data system in place to prevent a data breach.

Customer Success Stories

Insurance Policy Checking Services for NY-based Insurance Service Provider

O2I Provided Insurance Policy Checking Services for NY-based Insurance Service Provider

Our insurance back-office support was provided to a New York-based risk insurance agency and the client bagged 22% profit by considering our affordable services.

Read more
O2I Provided Back-office Operations for Health Insurance Company

O2I Provided Complete Insurance Back-office Solutions for Renowned Health Insurance Company

We streamlined the back-office functions for a reputed health insurance firm. With our help, the client's workflow was optimized at record-breaking speed.

Read more


We enjoy working with Outsource2india and find the entire team to be very responsive and detail oriented when it comes to following our policy checking instructions and also identifying new policy forms.

Partner, Risk Management and Property & Casualty Insurance Brokerage, PA, USA More Testimonials »

Outsource Policy Owner Services to Outsource2india

Outsource2india is a policy owner services providing company that handles all the administrative tasks of policy owners and policy providers. We customize our insurance services as per our clients' needs and requirements. With our policy owner services, you can let go of the burden of taking care of your policies and focus on things that require your attention.

We provide you with our services and our expertise in a cost-effective manner and take care of all your needs. Get in touch to outsource policy owner services to us and get a quick response to your inquiries.

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