Best Insurance BPO for Small Agencies

The best insurance BPO is about services. Some New York agencies complained to us that they used to use an outsourcing company which provides services including call center services, video and photo editing, software development and digital marketing. Their staff has very limited insurance knowledge and know very little about their EPIC system. The time to time confirmation makes their operation team frustrated.

If your vendor has a large company scale, their bureaucracy probably also makes you feel frustrated. Mergers & Acquisitions among insurance agencies make large insurance BPO vendors prefer nationwide or statewide insurance brokers like Brown & Brown, Acrisure, Marsh & McLennan Agency… Their client executives usually show less respect to small-medium size insurance agency owners. Due to their limited operational scale, small and medium-sized insurance agencies often face unfavorable proposals from BPO providers. Therefore, it is crucial to establish a fair and mutually respectful partnership from the very beginning. A small-medium sized vendor is more likely to treat your business as their life and show 100% respect to you.

There is no doubt that your operation team will have perfect insights into an insurance BPO provider’s working method, service level, productivity and accuracy and everything you experienced. If you feel comfortable while working with your service provider and they have enough knowledge to handle your daily process, you can continue your cooperation.

The best insurance BPO partnerships are built on relationships, which should also be reflected in fair and transparent bilateral agreements. However, some contract clauses can be misleading and may not be easily identified by agency owners. Unlike purchasing a simple product, BPO services are deeply integrated with your daily operations—retrieving your tasks midway can be disruptive.

To help you better navigate potential pitfalls, we’ve outlined a few key points below:

The best insurance BPO is about management of people, data and stream. Whenever you find your vendor can deliver consecutive services no matter if they are in disaster, pandemic (COVID-19) or inflation, which means the service provider has very strong control of their team. You don’t have to be worried about your data security, service deliverables and service level as they have work commitment to you.