1 Customer

  • A mid size wholesale broker

2 Business Situation

  • Longer average handling time in document reviewing and data entry resulting in longer customer onboarding and policy issuing turn around times

3 Solutioning

  • Thorough study of customer business operations – outsourced model recommended to reduce policy issuing turn around times
  • Identified and eliminated non value add steps for improved efficiency
  • Independent teams of experienced professionals created to support the process
  • Knowledgebase of standard operating procedures developed to enable quicker information dissemination

4 Execution

  • Cross trained teams utilized to support specific clients and document types
  • Dedicated quality team assigned to monitor quality

5 Value Delivered

Same day policy issuance (50% faster) after partnering with Coforge BPS
Consistently exceeding accuracy levels and turn time service levels
Enhanced customer satisfaction levels