Case Study: Insurance Agency Streamlines Back Office Operations with Flatworld Solutions

Insurance Agency - Customer Case Study

A US-based insurance agency offering business insurance, risk management, employee benefits, finance and accounting services, and private risk management needed a cost-effective vendor to manage its insurance accounts with a high level of precision. The agency partnered with **Flatworld Solutions** to support its insurance operations, including work on its **Sagitta database** and account management processes.

**Flatworld Solutions** trained its team directly via WebEx, then took over the customer’s insurance account management with regular communication by email, chat, and phone. The vendor handled database updates, premium calculations, invoicing, new account creation, renewals, agency percentage calculations, and accounts receivable updates. As a result, the customer was satisfied with the quality of work and increased the number of FTEs on the project, ultimately outsourcing **40% of its back-office work** to Flatworld Solutions.