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Outsource Insurance Back-office Services

Insurance Back Office Operation Services

Efficiency in insurance back-office operations is a key requirement for anyone working in the insurance market. From agents to brokers and carriers, everyone needs insurance back-office operation services. Outsource2india has been in the business for over 22 years and caters to the extensive insurance back-office management needs of any business or agency working with insurance.

Whether it's generating a quote summary, or policy management, policy checking and generating a renewal exposure summary, our team of highly-skilled professionals has years of experience in handling back-office tasks for insurance agencies serving different sections of the market including general and life insurance. O2I will make sure all your insurance back-office management services are taken care of with the highest levels of accuracy.

Our Services - Insurance Back-office Operations

O2I handles the extensive requirements of a variety of businesses. Our insurance back-office management services help insurance agencies and carriers save valuable time that is often lost while handling back-office operations so that they can focus on the task at hand, which is increasing business. Our comprehensive business back-office management services include -

We also offer the following specialised services.

  • Quote Summary, Proposal & Certificate of Insurance (COI)

    • Providing a detailed summary of coverage details carrier-wise
    • Extracting carrier financial ratings, meeting client proposal requirement and preparation of premium and commission summary table for all quotes
    • Quote comparison by preparing structured spreadsheets
    • Populating and updating required information in standard proposal template
    • Finalizing proposals and delivering printable/presentable formats
    • Receiving, process and issuance of insurance certificates
    • Quicker process request follow-ups and management of third party communication
    • Contact verification for compliance and follow-ups on non-compliant matters
    • Renewal requests and compliance reporting
    • Issue of revised certificate on renewal
  • Document Indexing & Filing

    • Document segregation based on the usage
    • Easy retrieval of documents by labeling them as per the prescribed naming conventions and index
    • Preparation of document summary for policies
    • Making sure documents can be easily tracked and edited as required in future
  • Loss Run Processing

    • Sending Loss Run requests to previous insurers for reports
    • Analysis of Loss Run data for insurance renewals and preparation of claims report
    • Sending reports pertaining to claims and notifying the underwriters if loss run is not available
  • Policy Checking

    • Reviewing policy documents for complete and genuine information
    • In case of renewals, making sure the policy matches the proposal or previous term policy
    • Variance recording based on detailed review findings
    • Revision of policy document based on variance reported to carriers and the entire insurance commission management
    • Delivery of final policy document without and reported variances
  • Endorsements

    • Increasing the coverage of an insurance policy
    • Deleting or limiting the coverage of a policy
    • Addition or deletion of title or location on a policy
    • Mid-term additions
    • Premiums adjustments resulting out of insurance endorsements
  • Billing & Accounts Receivable

    • Accurate and timely delivery of requirements
    • Timely collection of payments through reminders and follow ups
    • Receiving and recording payments
    • Checking if premium installment has been set up as per customer's preference
    • Reconciliation of accounts receivable and reporting
    • Archive maintenance as per requirements
  • Renewal Exposure Summary

    • Reduction in overall costs
    • Improving efficiency of operations
    • Quick turnarounds
    • 24/7 availability
    • Improved quality
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Insurance Software we use

Vertafore Nexsure Aspire InsurancePro HawkSoft Agency Matrix Applied Agency Management Newton Agency Solution Agency Systems Insly SEMCAT A1 Tracker Jenesis Agent & Broker Software (ABS) SIBRO 1app - C2MS Insurance Software AgencyIntel QQCatalyst Board EverString Halo IBM SPSS Infer Insurance Analytics Radius SAS Advanced Analytics Statistica Decisioning Platform A1 Tracker ClickClaims PLEXIS payer platforms Record360 Virtual Claims Adjuster Bitrix24 Commission calculator CommissionsEZ CommissionTrac EvolveSPM GoalPost GreenWave Iconixx Incentive SPM inLOGIC.ca Advanced Insurance System Caseblocks Cases CRM Claims Manager DocuPhase HealthQx HEALTHsuite INSIS PCRS QUICK CAP Intuit QuickBooks Billbooks MYOB Invoice Studio Tradeshift Sage CheckMark MultiLedger Invoicera

Why Outsource Insurance Back-office Operations to O2I?

In addition to providing quick turnarounds and affordable services, there are a number or reasons to choose the professionals at Outsource2india for your insurance back-office requirements -

  • Dedicated team that works 40 hours a week
  • Mutually agreed upon shift time
  • Back-up team in case absence of members currently working on the project
  • Dedicated team leaders and project managers for timely completion of projects
  • Experience in agency management systems such as Hacksoft, Vertafore, Agency Matrix, Insurance, Nexsure, AMS 360, Salesforce, and Bill.com for financial and accounting clients

Outsource Insurance Back-office Operations Services to O2I

When it comes to insurance businesses, it is essential to have a robust system and quality back-office management services in place. Our aim to exceed average quality standards at competitive prices helps us stay ahead of our competitors.

O2I has 22 years of experience, and has the infrastructure and tools required to handle complete insurance back-office operations along with insurance cancellation at affordable rates.

Get in touch with our friendly staff to outsource insurance renewal exposure services.

Contact Us


Decide in 24 hours whether outsourcing will work for you.

We respect your privacy. Our Policy.

Have specific requirements? Email us at: insurance.info@outsource2india.com

Insurance Back-Office Management Services - Flatworld Solutions

If you are an insurance agency or an Insurance carrier struggling to reduce time spent on transactional processing & compliance, look no further! Flatworld Solutions Insurance Back-office support can help you streamline the back-office process, improve operational performance, reduce operational costs, and speed your business growth.


Our Clients

  • Alcon
  • Redwood E-Learning Systems
    Yale School of Management
  • Loomis
    Data Infinity
    Auto MiddleEast
  • Camnet
  • Eraid
    Financial Planning Association of Australia
  • International Career Institute
    Carole Holding
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Decide in 24 hours whether outsourcing will work for you.

We respect your privacy. Our Policy.

Have specific requirements? Email us at: insurance.info@outsource2india.com

Flatworld Solutions Address


No.6, Banaswadi Main Road, Dodda Banaswadi, Bangalore - 560 043

Corporate Court, #15, Infantry Road,
Bangalore - 560 001


Lucita Building Lapu Lapu Cr. Sobrecarey Street, Davao City 8000


116 Village Blvd, Suite 200, Princeton, NJ 08540