To get started, we’ll look at the needs of your commercial insurance business and work with you to determine which tasks could be delegated to our team at InsurOutsource. We’ll consider all factors, including the volume of your work and any project deadlines.
After the discovery process, our team will meet with you via Zoom. You’ll walk us through your tasks and processes. This allows our team to learn the process and generate a standard operating procedure, which will document all instructions for tasks or processes. Once we’ve created a standard operating procedure, you and your team will look it over to make changes or provide approval.
Once you’ve approved our standard operating procedure, you'll give us remote access to your system via Zoom. You’ll watch our team process your tasks until you’re satisfied with the quality and efficiency of our work.
Next, we’ll go over a statement of work that outlines the transition process, establishes service level agreements, and defines key performance indicators. At this stage, we’ll also set the price and document how we’ll work on a day-to-day basis. Once we're under contract, you’ll provide our team with the necessary login credentials for accessing your system and completing tasks and processes at your commercial insurance business.