CASE STUDY 2

Our client offers a wide and extensive range of insurance solutions and is basically settled in San Francisco. Their aim was to offer their customers with a rich quality of insurance products through a highly organized customer service.

Why did they approach us?

Our client came to know about us with the help of their marketing department. They required an efficient back office team and the accurate data entry of a bulk of insurance applications.

Our Role

The client faced a lot of challenges while dealing with the form processing and the data entry as the number of applications was increasing on a daily basis. They wanted us to do the task of data entry from the insurance applications into the risk evaluation system. The primary challenge lies in understanding the pre-defined database and templates of spreadsheets. Apart from data entry, our team had to give a special attention to the calculation phase which was necessary for the various areas of applications.

Our Process

To achieve 100% customer satisfaction, we assigned the task to a team of four data entry specialists, who are well-versed with the execution process. They captured the data from the hard copy of the application forms accurately. The team was in a continuous contact with the client, so as to ensure a flawless output at every stage. Our client was highly satisfied with the degree of efficiency and productivity.