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50% faster issuance of policies with expedited customer onboarding


A mid size wholesale broker

Business Situation

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


  • 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


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

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
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