Case Study: Insurance Company (IC) achieves scalable quote capacity and faster turnaround with CloudFactory

Scaling insurance quote capacity with reliable transcription

Insurance Company (IC), a California-based specialty insurer handling dozens of daily requests for catastrophe insurance quotes, turned to CloudFactory and its Efficient Managed Workforce to standardize incoming quote requests and accelerate turnaround. Before the partnership IC had to limit the number of quotes it could offer because gathering complex, varied application data from agents was slow and error-prone.

CloudFactory deployed a managed team in Nepal to organize and annotate email submissions, using the 10–11 hour time difference to deliver ready-to-process queues each morning. The engagement — now a 5+ year partnership with an average data analyst tenure of 16 months — preserved accuracy while speeding throughput, enabled IC to migrate 1,000 records in two weeks with a single training session, and directly expanded IC’s capacity to work with more agents and quote more business.