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Outsource Insurance Quote Summary Services

Outsource Insurance Quote Summary Services

Insurance companies around the world are expected to constantly improve their business processes and upgrade themselves with the latest trends in the insurance industry to increase their business revenue. Creating quotes and proposals is one of the crucial yet mundane tasks for any insurance company. So, most of the insurance companies invest their valuable time in such tasks rather than focusing on their core business competencies.

Outsource2india is one of the best outsourcing companies providing quote summary and proposal services to insurance companies worldwide. We provide cost-effective and streamlined services that help businesses focus on their core competencies and generate higher revenues. The detailed quote summaries provided by us will let the insurance agencies quickly examine various insurance quotes and easily analyze the coverage details.

Services We Offer

At Outsource2india, we strongly believe in providing industry best insurance quote proposal services to all our clients. We follow a stringent, multi-step insurance quote and proposal process which helps us deliver the best results within a quick turnaround time. Some of the key quote summary and proposal services we provide include -

  • Summarizing Coverage Details

    We create a carrier-wise summary of insurance coverage, which includes premiums, liabilities, exclusions, deductibles, and various other important details

  • Creating Summary Tables

    Our team creates a comprehensive premium and commission summary table after carefully examining all the binding quotes that meet the evaluation and proposal requirements of the client

  • Extracting Carrier Financial Ratings

    We extract the 'AM best' financial ratings of the carrier to determine the financial performance of the carrier and check whether there are sufficient funds for paying off the claims

  • Spreadsheet Creation

    Our team is trained to provide detailed and well-structured spreadsheets which allow easy, side-by-side quote comparison of different insurance carriers

  • Creating Proposal Templates

    Insurance quote proposal templates are populated by our expert team based on the requirements of the client by collating the entire necessary information

  • Proposal Structuring

    Once documented, the insurance quote proposal templates are then structured by our team into printable formats desired by the client

  • Additional Services

    Apart from the above-mentioned services we also provide other services based on the client's requirements, which include -

    • Receiving, processing and issuing certificate of insurance (COI)
    • Managing third-party communication/follow-ups to process requests quicker
    • Verifying contacts for compliance and following-up on non-compliant matters
    • Renewal requests and compliance reporting
    • Processing revised certificates after renewals
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Insurance Software we use

VertaforeNexsureAspireInsuranceProHawkSoftAgency MatrixApplied Agency ManagementNewton Agency SolutionAgency SystemsInslySEMCATA1 TrackerJenesisAgent & Broker Software (ABS)SIBRO1app - C2MS Insurance SoftwareAgencyIntelQQCatalystBoardEverStringHaloIBM SPSSInfer Insurance AnalyticsRadiusSAS Advanced AnalyticsStatistica Decisioning PlatformA1 TrackerClickClaimsPLEXIS payer platformsRecord360Virtual Claims AdjusterBitrix24Commission calculatorCommissionsEZCommissionTracEvolveSPMGoalPostGreenWaveIconixxIncentive SPMinLOGIC.caAdvanced Insurance SystemCaseblocksCases CRMClaims ManagerDocuPhaseHealthQxHEALTHsuiteINSISPCRSQUICK CAPIntuit QuickBooksBillbooks MYOBInvoice StudioTradeshift SageCheckMark MultiLedgerInvoicera

Why Choose Us as Your Insurance Quotes Outsourcing Partner?

With over 25 years of industry experience, we have the required expertise to provide a variety of quote summary and proposal services to insurance companies across the globe. Insurance quote summary services provided by us include term insurance quotes, health quotes, auto quotes, annuity quotes, life insurance quotes, etc. However, here are some of the factors that set us apart from the rest -

  • Experienced Team - Our team comprises highly experienced and well-trained insurance specialists, who have the skills and resources to handle any type of quote and proposal requests
  • Top-quality Infrastructure - We have access to state-of-the-art infrastructure and cutting-edge technologies allow us to provide insurance summary quote services that precisely cater to the requirements of the client
  • Affordable Pricing - We provide cost-effective quote summary and proposal services and customizable pricing options
  • Quick Turnaround Time - With multiple delivery centers spread across time zones, we ensure quick turnaround time for all our services
  • Data Security - We have stringent network and data security, and confidentiality policies in place to ensure utmost security of your insurance data
  • Easily Scalable - We provide easy scalability options that allow you to scale-up or scale-down the projects based on your requirements
  • Customized Solutions - We are committed to provide the best insurance quote services and customize our quote processes as per the clients' requirements

Our Services Cater to the Following Verticals

Outsource2india has the required expertise to work with clients from different backgrounds and verticals. Some of the verticals we cater to include:

Motor InsuranceMotor Insurance
Health InsuranceHealth Insurance
Liability InsuranceLiability Insurance

Get Hassle-Free Insurance Quote Summary and Proposal Services From O2I

Multi-domain industry experience and multiple delivery centers in different parts of the world enable us to provide quality and timely services of quote summary & proposal services for insurance. We understand the dynamics of insurance quote proposal services and have successfully helped numerous global insurance agencies worldwide. Equipped with advanced technology, state-of-the-art infrastructure, and sufficient bandwidth, we are completely compatible with diverse insurance outsourcing needs. Therefore, by choosing us you can stop worrying about such mundane tasks and focus on your core business competencies.

If you still have any queries, please feel free to get in touch with us or talk to one of our representatives. Our friendly professionals will ensure that you get what you are looking for within a short turnaround time.

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116 Village Blvd, Suite 200,
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