Our client is an established insurance agency based in New York, USA.

Over decades, they have made a name for themselves in the field of commercial and personal insurance. Currently, this insurance and risk management company works with a carefully selected group of insurance carriers, chosen for competitive premiums, financial stability, and responsiveness to claims.

The company was expanding its footprint. New clients were coming in through different offices. Their in-house team couldn’t cope with a massive backlog of new requests and plenty of renewal monitoring.

To avoid a lack of responsiveness for their client, the insurance company decided to delegate daily business activities to a back-office partner.

An accommodating and performant partner who can keep safety and confidentiality of information.
Beginning day 1, we showed that WiserBrand back-office agents are quick to onboard and ramp up. We learn and work fast. To become an extension of the insurance provider team, we put extra effort into tailoring processes and close-knit integration.
As a result of outsourcing our back-office services, our client’s company performance has risen while expenses dramatically decreased as compared to the costs required for the in-house team. We set up a micro-enterprise that functioned the same way as the insurance company but cheaper, covering all employees’ expenses and configuring processes.