Case Study: a brokerage consulting firm streamlines policy checking and COI processing with Outsource2india

Brokerage Consulting Firm starts policy checking in 7 business days with Outsource2india

The customer, a brokerage consulting firm, required immediate assistance with handling large volumes of policy checking and certificates of insurance (COI). They needed an agent already trained in the EPIC agency management system and faced the challenge of needing to hire, train, and start the project very quickly. They turned to the vendor, Outsource2india, for its insurance back-office support services.

Outsource2india assigned trained agents and started the project within seven business days. They also provided in-house operations managers and supervisors at no extra cost to handle the volume and managerial responsibilities. The client was highly impressed with the quality, speed, and cost-effectiveness of the results delivered by Outsource2india, which allowed for a hassle-free onboarding process and immediate production support.