Form Processing Services, Insurance Applications Data Entry
The client is a general insurance agency that offers an extensive range of insurance solutions. They have over 50 years of experience in the market, which gives them strength to handle complicated cases expertly. They have started business with a vision of providing their customers with high quality insurance products through highly personalized customer service.
The client was in need of a back office team to process insurance applications on daily basis because they were expanding business and getting numerous applications per day. They contacted us and requested data entry of fields from insurance applications into risk evaluation system (workers comp focused).
The key challenge was to understand pre-defined databases and spreadsheet templates. Except data entry platform, we had to give special attention to calculation which was a necessary fraction of process in different areas of application.
As per client request, we have assigned a skilled and experienced team of 2 data entry specialists to project. Initially, we put team on a couple of training sessions to understand all fields or information which needs to be captured from hard copy insurance applications accurately.
On the primary stage, we focused on quality instead of quantity to achieve quality standard maintained by client’s in-house production team. The team was continuously in touch with an existing (in-house) employee of client to ask queries or questions coming while processing applications.
We helped client to increase efficiency as well as productivity by reducing overall expenses. Our team reduced average cycle time from application to policy issue and it improved customer service or satisfaction.
By outsourcing insurance applications data entry services to us, client was able to focus on core business activities - consequently client improved sales conversion metrics within a few months. Also, client benefited with the staffing flexibility we provided as per the demand (or workload).
Data Outsourcing India has expertise and experience to manage comfortably all type of insurance form processing or data entry projects. Our expertise covers data entry of general insurance, motor insurance, medical insurance and other complex insurance forms or applications. We have many years experience in the field of data entry and data processing, which enable us to handle small as well as large scale project proficiently.
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