Business Process Management

Optimizing the Complete Policy Lifecycle

Operational Excellence Drives Profitable Growth

ENABLING WORLD-CLASS CLIENT SERVICE

It’s all about your clients and giving them the service and solutions they need. By supporting your teams with submissions, renewals, and every step in between, we’ll help you deliver services that differentiate you from the competition and exceed their expectations.

INCREASING PERFORMANCE

By delegating certain tasks in the policy lifecycle, your staff can focus on delighting clients, understanding their needs, and growing both existing and new accounts. Get everyone in your insurance organization focused on generating profitable revenue.

Process Drives Performance

The improvements below illustrate results we've delivered during client engagements.
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6,746

Number of backlogged processes eliminated for 1 client in 6 months

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70%

Improved turnaround time for new business policy issuance

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57%

Reduction in policy checking times

The Benefits You Can Expect

INCREASING PRODUCTIVITY

By applying insurance industry best practices and focusing on continual improvement and innovation, we’ll optimize processes so that you can do more, better and with fewer resources.

GROWING PROFITABLY

Our solutions free up capacity so that your people can sell more, service clients better, and have the headspace to innovate, address business challenges, and create stronger relationships.

IMPROVING CUSTOMER SERVICE

With increased bandwidth, your employees will be able to anticipate customer needs, build customer intimacy, and deliver routine functions accurately, consistently, and efficiently.

ASSURING COMPLIANCE

We’ll help you manage your backlogs, meet timelines, and reduce regulatory and market-driven risk.

Additional Resources

To learn more about transforming your operations to support profitable growth, read, view or listen to below resources.
FOCUS ON REVENUE-GENERATING ACTIVITIES

Learn how to create more time so that your people can build stronger relationships.

FINDING THE RIGHT PARTNER

An insurance agency switched operations vendors to finally realize the benefits they sought.

SEE HOW YOU CAN IMPROVE OPERATIONS

Delight your customers, retain your relevance, improve your performance.

SOLUTIONS

We help you execute your most complex business objectives with solutions designed to boost performance, productivity, and profitability.
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New Business

Accelerate growth by improving sales performance and streamlining sales and service.

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Renewals

Increase retention rates through best-in-class renewals management.

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Claims

Win client loyalty with responsive, rapid claims management.

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Accounting

Gain a trusted partner with automation capabilities to assure accurate billing and revenue capture.

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Policy Servicing

Improve the customer experience while reducing the cost of policy servicing.

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Custom Solutions

Tackle challenges unique to your insurance organization, including growth, profitability, and scale.