Flatworld Helped a Chicago-based Consulting Firm With COI Services

Case Study On COI Services For An Chicago Based Brokerage Consulting Firm

The Customer

The client is a commercial insurance company with offices in Chicago and Los Angeles. They specialize in everything to do with risks and dangers companies might encounter.

Client's Requirement

Our customer approached us because they needed help in the form of policy checking. They wanted to have immediate assistance and work with someone who knew how to use a particular automation system because it was already in place with the EPIC agency management system.

The Business Challenge

The client was facing quite a few challenges before they approached us with their COI and policy checking requirements. Some of the major challenges they faced were -

  1. The company was also looking for in-house staff that could handle large volumes of policy checking requests and delivers them on time.
  2. The client was looking for a partner who could help them hire, train, and employ the agents on the project within a short turnaround time.

The Solution

We carefully reviewed their goals and objectives, and what they were striving for to formulate a thorough plan including the start date, the scope of work, and the estimated delivery date. From there we started crunching numbers such as cost per hour of manpower. To further help we also recommended several in-house operations managers and floor supervisors who would be able to manage clients' managerial responsibilities at ZERO cost.

The customer did not spend a minute or a cent recruiting and training a local agent to deal with this issue. We understand from the customer that they got exactly what they were looking for when they chose us. Our operations managers come with years of experience working with many clients in Insurance as well as abroad, both in the USA and U.K., so we're told by the client, which is why they went straight to us without trying anyone else. And we are happy that their choice paid off - because our agents are ready now to help them handle any issues that arise quickly and easily!

The Result

The client has been highly impressed by the results we've been getting when it comes to completing our tasks on time and in accordance with the client's instructions. They are so satisfied they have asked us to continue working alongside them which we have already begun doing. What's more, they also value how much money our team has saved them in comparison to what they initially were quoted another company was going to charge them!

Outsource Certificate of Insurance Services to Flatworld Solutions

Flatworld Solutions has been a pioneer in providing the best quality certificate of insurance services and a gamut of other insurance services to global clients. We have some of the most certified and qualified insurance experts who can cater to all your requirements with ease. We leverage the latest tools and technologies while delivering top-notch services to clients.

If you are looking for a reliable and accurate COI service providing company, then look no further. Get in touch with us today!

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