- Monitor policy expiry dates and initiate renewal calls in advance
- Explain policy changes, premium updates, and added benefits
- Collect renewal confirmations and update CRM systems
- Follow-up on pending renewals via calls, emails, or SMS
- Handle objections and escalate complex cases to licensed agents (as needed)
Value to Clients:
Improves customer retention rates, reduces churn, and ensures smoother policy continuity with minimal lapse risk.
- Assist customers in initiating and tracking claim requests
- Explain required documentation and assist in file submission (via email or portal)
- Log claim details in your CRM or claims management platform
- Send reminders for missing or incomplete documents
- Provide status updates and escalate unresolved claims to internal teams
Value to Clients:
Improves policyholder experience, reduces claim processing errors, and boosts satisfaction with fast, consistent support.
- Review existing policies and identify eligibility for upgrades or add-ons
- Promote relevant riders (e.g., accident coverage, travel, life riders)
- Cross-sell complementary products (e.g., health + critical illness)
- Record client interest, pass qualified leads to licensed reps for closure
- Schedule callbacks or demos with senior agents
Value to Clients:
Increases average revenue per customer, deepens customer relationships, and expands product penetration without aggressive tactics.
- Notify clients of upcoming or overdue premium payments
- Confirm receipt of payments and provide follow-up if not received
- Share payment options and assist with online portal navigation
- Send SMS/email follow-ups with payment links
- Escalate chronic delinquents to internal collection teams if required
Value to Clients:
Reduces payment delays, prevents policy lapses, and ensures better cash flow for your agency.
- Handle complaints regarding policy terms, service issues, claim disputes, and billing
- Use a pre-approved resolution workflow to de-escalate concerns
- Log all complaints in CRM with time stamps, nature of issue, and status
- Send complaint acknowledgments and track resolution timelines
- Escalate unresolved complaints to compliance or legal teams with full documentation
Value to Clients:
Protects your brand image, improves customer retention, and ensures regulatory adherence with documented complaint handling procedures.
Why It Matters:
Increase policyholder satisfaction and retention while reducing in-house operational costs.
We support a wide range of insurance companies and brokers, including those in health, life, auto, home, property, and business insurance. Whether you’re a small agency or a multi-location firm, we tailor our BPO solutions to your specific operational needs.
Our Insurance BPO services include:
- Policy renewal follow-up and customer retention calls
- Claims documentation and follow-through
- Cross-selling and upselling to existing clients
- Premium payment reminders and late payment recovery
- Customer query handling and complaint resolution
Yes. Our agents are trained in industry-specific terminology, compliance procedures (IRDAI guidelines or equivalent regional rules), and customer-first communication. They understand how to handle sensitive matters like claims, renewals, and escalations with empathy and accuracy.
Absolutely. Our team is experienced with platforms like Salesforce, Applied Epic, Vertafore, AgencyBloc, and other insurance CRMs. We ensure accurate data entry, policy tracking, and timely documentation updates.
We conduct proactive policy renewal calls, coverage review outreach, and client education on new offerings. By keeping clients engaged and informed, we help reduce churn and increase long-term loyalty.
Yes. We assist policyholders by collecting necessary claim documents, logging claim information in your system, and following up with underwriters or back offices until the claim is resolved or escalated.
Yes. Based on your criteria, our agents identify cross-sell or upsell opportunities (e.g., bundling auto and home policies) and engage the client in a helpful, non-pushy manner. All sales are logged and reported.
We initiate scheduled calls, SMS alerts, and email reminders ahead of policy expiration or premium due dates. If payments are missed, we can follow up with recovery calls and documentation support.
Yes. We strictly adhere to data privacy standards, including IRDAI norms, GDPR, and other regulatory frameworks. NDAs, encrypted systems, and agent-level access controls ensure sensitive data remains protected.
Yes. We offer bilingual and multilingual agents (e.g., English + Hindi + Marathi, etc.), which is especially beneficial for insurers operating in diverse linguistic regions.
Flexible Pricing. Reliable People. Real Results.
Whether you need one virtual assistant or a full-scale support team, we’ve got you covered.
Available 24/7 Globally
info@consultiqamergers.com