Life Insurance Outsourcing (BPO) Services

From data to documents to customer care, we incorporate new technologies to streamline existing workflows to allow your team to focus on core competencies.

Up to 80% of new policy applications are missing key information needed to underwrite the policy — oversights that can not only lead to customer frustration, but also create a large amount of unnecessary rework and delays for insurers.

Our life insurance outsourcing solution virtually eliminates this problem, editing and checking incoming documents for accuracy and completeness so they are ready for processing. Mobile technology also improves functionality and access. Digital document intake can shave more than a week off of processing time, making it easier and faster for agents to bring you new business and grow your revenue.

Our portfolio of Life Insurance and Annuity BPO solutions are designed to address your business priorities for:

  • Improving the customer experience to make every touch point count
  • Transforming and streamlining day-to-day business process operations
  • Optimizing your greatest asset – your workforce

Our integrated life insurance outsourcing solutions not only support the key stages of the value chain across the customer lifecycle but at an enterprise level too. They cover:

  • Marketing, Sales and Distribution
  • New Business On-boarding
  • Claims and Policy Management
  • Customer Communications Management
  • Inbound and Outbound Customer Care
  • Analytics and Compliance
  • Enterprise Services (Finance and Accounting, Human Resource Services, Legal and Compliance)

As an example, our Transactional Processing capabilities for streamlining and optimizing business processes include:

  • Inbound Document and Data Management
  • E-signatures
  • Mobile App for Standard Forms
  • Email and Secure Fax processing
  • Manual and Automated Data Capture (OCR/ADR)
  • Data Entry and Verification
  • Integrated Agent and Insurer Workflow
  • Check 21 (deposit from image)
  • Roll Based Redaction
  • Archive Management
  • Back-file Conversions
  • Microfilm and Microfiche Conversion
  • Mobile Applications Development and Support
  • Escheatment Services
  • Claims and Outcome Management

Additionally, for Claims and Outcome Management, our Transaction Processing capabilities also include:

  • Closed Book Management
  • Credit Scores and Risk Rating
  • Regulatory Compliance
  • Consulting and Efficiency Engineering
  • Social Media Analytics