Insurance organizations are constantly engaged in executing crucial tasks and verification processes. From receiving a colossal number of new and renewal applications to following up with clients and agents for missing information, insurers spend enormous time carrying out the back-office functions. These back-office tasks are vital for delivering improved client experience and hence requires minute attention. Policy verification is an important back-office activity that demands a great deal of effort which is undertaken by agents and brokers on behalf of insurers who are preoccupied with other significant core issues.

Policy verification ensures no mismatch between quote and policy, and the document is accurate and complete. For renewals, it implies confirming the policy is in sync with the previous one and there is no data variance in the final document. It entails checking the documents for wrong or incomplete information, identifying errors, verifying the details, coordinating with underwriters, etc. However, with the right outsourcing partner you can automate these tasks, allowing carriers and agents to concentrate on core activities that lead to business growth.

By outsourcing policy verification services to Primis BPO, insurers and agents can leverage automation and streamline the process, saving a considerable amount of time and money. Please visit automation.html to know more about our automation services.

Perform Seamless Policy Verification with Primis BPO

Earlier, insurers and agents used to manually check each policy before issuance by comparing policy data entered in multiple forms and generating a validation summary sheet. Presently, Primis leverages RPA scripts coupled with computer vision activity that automates and streamlines this verification process and develops the summary sheet. It can also trigger alerts in case any deviations are encountered.

In a Nutshell

Primis BPO offers automated insurance policy verification solutions. Our efficient and quick policy verification leaves insurance firms with ample time to concentrate on other significant deliverables. We are capable of handling policy verification projects effectively and accurately and ensure on-time completion.

Contact us today to enjoy reliable, efficient, and cost-effective policy verification services.