BPO-E&O Policy?

Yes

BPO-Contract termination process remarks

They are required to serve notice period.

BPO-Industry training provided

[Insurance training, Technology training, Agency operations training, Agency processes, Product training]

BPO-How do you source your staff?

We source our staff through a structured recruitment process that includes multiple channels. We leverage job portals, professional networking platforms, employee referrals, and campus recruitment programs to attract qualified candidates. Our hiring team carefully screens applicants based on their skills, experience, and alignment with industry requirements. Once selected, candidates undergo domain-specific training to ensure they meet the agency’s expectations before deployment.

BPO-How do you prepare and train staff to work with the agency?

Before assigning staff to an agency, we ensure they undergo domain-specific training tailored to the client’s requirements. This training focuses on industry knowledge and key terminologies to ensure they are well-prepared. We then conduct assessments to evaluate their understanding and performance. If any gaps are identified, we provide targeted retraining in those areas. Additionally, we offer agencies the option to interview our staff and review their resumes based on their specific needs. If the agency is not satisfied with a candidate, we provide alternative options to ensure the best fit.

BPO-Minimum term of engagement

6 months or month-to-month (depends on agency’s requirements)

BPO-Operations center/team based

[India]

BPO-Agency able to interview and select support staff

Yes

BPO-Specific hiring criteria?

Yes

BPO-Staff located only on-site?

Yes

BPO-Background check as part of your hiring process?

Yes

BPO-Contract termination process?

Yes

BPO-Ideal agency size to work with

[26-50]

BPO-Contract minimum

[Hours Per Week, Hours Per Month, Full-Time People]

BPO-Cybersecurity policies/measures?

Yes

BPO-Outsourcing services provided

[Policy Processing & Servicing, Accounting, New Business, Renewals, Marketing, Operations, Other]

BPO-AMS familiar with

EZLynx, Applied TAM, Applied EPIC, AMS360, HawkSoft, Agency bloc, QQCatalyst, PartnerXE

BPO-Quality control/reviews/accountability remarks

We assign a dedicated supervisor and quality personnel to review the work before it is delivered to the client. Quality checks are conducted on a sample basis, and records are maintained in our database. The supervisor is responsible for managing the account, conducting regular check-ins with the client, and ensuring their satisfaction with our services.

BPO-Minimum term of engagement required?

Yes

BPO-Operate during U.S. business hours

Yes

BPO-Provide benefits for staff

Yes

BPO-Quality control/reviews/accountability for your staff?

Yes

BPO-Workflows supported

A mix of existing and created procedures

BPO-Staff device policies

[Devices used are company-owned, Company has control of the computer, Staff are blocked from downloading and saving files, Company provides real-time monitoring of staff devices, Devices are only connected via ethernet cable]

BPO-Outsourcing services not provided

We do not provide services related to legal and healthcare

BPO-Hiring criteria remarks

Our hiring criteria focus on selecting candidates with the right mix of technical skills, industry knowledge, and adaptability. We prioritize individuals with relevant educational backgrounds and assess their expertise in key areas such as insurance, finance, and data management. Strong communication, problem-solving abilities, and teamwork skills are essential. Candidates undergo domain-specific training to align with client requirements, followed by assessments to evaluate their performance. We also provide agencies with the option to interview and select from multiple candidates to ensure the best fit for their team. Our hiring process ensures that we bring in professionals who are well-prepared, adaptable, and capable of delivering high-quality work for our clients.

BPO-Monitoring tools to evaluate staff effectiveness?

Yes

BPO-Agency data stored on your network?

No