How long does it take to go live?

One to four weeks from signed contract to live production for most programs. The range depends on process complexity and how quickly system access is granted. Access delays are the single most common cause of a slower start.

Do we have to change systems or migrate data?

No. We work inside the platform you already use. Forms, workflows, and reporting are built in your environment, so there is no migration and no parallel tool holding a second copy of your data.

Can we start with less than a full-time person?

Yes. We support fractional roles from 0.3 to 0.6 FTE, which is how most smaller processes start. Capacity scales up as volume justifies it.

How is quality measured?

Every item passes through a processor, then QC1, then QC2. Above that sits two-sided scorecarding, covering program-level quality trends and individual consultant error patterns, plus an AI quality overlay that checks work against domain rules. Results are reported weekly against KPIs developed jointly with you.

Two systems run in production. An AI quality overlay, live since June 2026, verifies work against a rule set derived from our own QA checklists. An AI pre-call agent, live since July 2026, makes pre-inspection confirmation calls on carriers' behalf. Human review remains in the chain in both cases; the AI narrows what reviewers have to look at, it does not replace them.

Where is your team located?

The United States, India, the Philippines, and Colombia. Staff are university-educated and credentialed, supported by supervisors and subject-matter experts.

How is our data protected?

We are SOC 2 Type 2 certified and hold ISO 27001 certification for data security, with annual third-party vulnerability penetration testing. Facilities use biometric access control and are monitored continuously.

What happens when something goes wrong?

Every exception is classified as a true error or as something new. True errors are handled under a written accountability plan. Anything new is added to the checklist, the SOP, and the AI rule set, so the correction applies to the whole program rather than one desk.

Who do you work with?

Insurers, MGAs and MGUs, agencies, third-party administrators, claims administrators, risk management firms, and loss control companies. We work in insurance only.

Insurance Outsourcing Implementation Method

Our Method: How Insurance Operations
Outsourcing Gets Implemented and Run

Our method is a four-stage operating model for insurance back-office work: identify, streamline, manage, and improve. We map your current process, rebuild it as documented SOPs inside your own systems, run it under a two-sided quality scorecard with an AI verification layer on top, and feed every exception back into the checklist. Most programs go from signed contract to live production in one to four weeks.

1 – 4 wks

Signed Contract to Live Production

0.3 – 0.6

FTE Fractional Roles Supported

3 - Link

Processor → QC1 → QC2 Review Chain

50 – 60%

Average Cost Savings Across Services

Stage 1

Identify Challenges

Before anything moves, we sit with your team and walk the process as it actually runs, not as the procedure manual describes it. Discovery covers volumes, turnaround expectations, exception paths, the cost of handling the work internally today, and the systems the work lives in, whether that is LC360, Zendesk, RCT, or a platform of your own.

What you get: a written scope with documented volumes, service levels, and a staffing model including fractional roles. You do not have to buy a whole head to get started; we support 0.3 to 0.6 FTE engagements.

Stage 2

Streamline Processes

Our Implementation Team documents the workflow into SOPs, then builds it out inside your own environment. Custom inspection forms , reporting templates, and workflow rules are built in your system so there is no parallel tool on our side that your data has to be copied into. Access controls and escalation paths are established, a pilot batch is run, and the output is reconciled line by line against your own standard before volume moves.

Typical timeline: one to four weeks from signed contract to live production, depending on process complexity and how quickly system access clears.

Stage 3

Manage Operations

Live work runs through a three-link review chain, processor, then QC1, then QC2, against jointly-developed KPIs that we report on weekly. Underneath that sits two-sided scorecarding: we track quality trends at the program level and error patterns at the level of the individual consultant, so a recurring mistake is visible as a pattern long before it becomes a client complaint.

An AI quality overlay runs on top of that chain. It checks work against a rule set built from domain findings, a missing recommendation, a narrative edit that changed an inspector's meaning, a compliance thread left open, rather than generic spelling and grammar checks.

Coverage: teams in the United States, India, the Philippines, and Colombia mean work processes overnight against US business hours.

Stage 4

Improve Continuously

Every exception gets classified immediately as one of two things: a true error, or something new. A true error is handled against the written accountability plan. Something new becomes a checklist entry, an SOP revision, and a rule in the AI overlay, which means the fix propagates across the entire program rather than sitting in one person's head.

Learn, apply, maintain. The loop is the product.

What Makes This Different from a Generalist BPO

Insurance-native staff.

Former loss control professionals with five or more years of experience, on both the US and offshore teams. Most outsourcing providers are generalist and multi-vertical; we work in one industry.

We work inside your system.

Forms, workflows, and reporting are built in your platform. No migration, no parallel tool, no data leaving your environment to sit somewhere else.

Fractional capacity.

0.3 to 0.6 FTE roles are supported. Small processes get proper coverage without a full headcount commitment.

Overnight turnaround.

Time-zone coverage across four countries means work submitted at end of day is complete by morning.

Roughly 50% cost savings against internal hires, and 50–60% on average across services.

Security and Compliance

SOC 2 Type 2 certified and ISO 27001 certified for data security, with annual third-party penetration testing. Operations are BCP compliant across four offices in two cities, with 24/7 UPS and generator backup, biometric turnstile access, and a monitored environment throughout. Full detail on our controls.

The method is already running in production

Every stage of this method is running today across live programs in recommendation management, self-inspections, quality assurance, territory management, and back-office operations. If you want to see how it would apply to a specific process of yours, start with a discovery conversation.