The Brief

Client Profile: A commercial insurance company with offices in Chicago and Los Angeles specializing in business risk management solutions.
Challenge Faced: The client required immediate assistance with policy checking and sought expertise utilizing their existing EPIC agency management system. They faced difficulties handling large volumes of policy-checking requests promptly and needed a partner capable of quickly hiring, training, and deploying agents for the project.
Project Objective: To provide efficient policy-checking services by leveraging the client's existing automation system and deploying trained agents within a short turnaround time.

The Solution

The outsourcing partner implemented a comprehensive strategy to meet the client's needs:

Expert Team Deployment: Assembled a team of experienced operations managers and floor supervisors to oversee the project, ensuring seamless integration with the client's existing systems.
Cost-Effective Management: Provided in-house operations managers and floor supervisors at no additional cost to the client, eliminating the need for the client to invest time and resources in recruiting and training local agents.
Leveraging Existing Systems: Utilized the client's EPIC agency management system to streamline policy-checking processes, ensuring accuracy and efficiency.

The collaboration yielded significant benefits:

Operational Efficiency: The client successfully managed large volumes of policy-checking requests without delays, enhancing service delivery.
Cost Savings: By outsourcing, the client saves on recruitment and training costs, leading to substantial financial benefits.
Continued Partnership: Impressed by the quality and efficiency of the services provided, the client extended the partnership for ongoing support.