Outsource Policy Owner Services

Our experienced team has a vast knowledge in Policy Owner Services and provide a streamlined process to meet your client's support requests at rates starting at $8 per hour

Our policy owner services are here to assist insurance agents and insurance companies with all kinds of post-policy issue requests. Whether you are looking to change a name, an address, a change in beneficiary, an in-force policy, or any other information or change regarding a policy, Outsource2india can assist you in every way. We can also help you in notifying clients directly regarding the policy renewal and expirations. Outsource2india is a policy owner services providing company that is committed to providing you with the best policy owner services.

Policy Owner Services We Offer

At Outsource2india, we provide our clients with a range of policy owner services that not only save them time and money but allows them to focus on our aspects of the policy and assistance -

1. Policy Service Request Forms

   If you need to make any modifications or changes to your policy, we have various forms that are appropriate for your requirement. For agents, we can assist you in filling the forms with your client's details and organizing the various documents required to make changes.

2. Death Claim Forms

   For death claim forms, we as a policy owner service provider would require you to fill in the required forms and submit to us documents such as death certificate, medical release form, original policy, etc.

3. Other Policy Forms

   We are here to help you in filing all other policy forms like Lay-off waiver forms, accident forms, for health, and/or any other disability forms.

4. Collateral Assignments/Release of Assignments

   We can also assist you to change the assignment of your insurance and direct your insurance provider to pay off an existing debt in case of the death of the policyholder.

5. Beneficiary Change

   We can help in replacing all beneficiaries' names as requested. We can change beneficiaries to a different person (spouse or children), a trust, a company, etc.

6. Ownership Change

   We can assist you in changing the ownership of your policy. We can change from resident to non-resident and vice-versa, from ownership to trust, from ownership to corporation and entities.

7. Bank Draft Changes

   By authorizing us to make changes to your policy account, you will save time and money. You change your bank draft from current to savings and vice-versa without any hassle. We can also change your policy to an automatic bank draft.

8. Name Change

   For changing or correcting the name on the policy whether the first or last name or changing only a few letters, you may either fill in the form available on our website or download the form on your policy provider website and send it to us for updating with all necessary documents.

9. Address Changes

   If you are looking to make changes to your address, whether just a small change or complete change or making corrections to a previously entered incorrect address, our team of experts can make those changes immediately provided all documentation is in place.

10. Face Amount Reductions

    Depending on your insurance provider, our team can help in changing and reducing the face amount/coverage amount of your insurance policy.

11. Business Owners Policy Services

    Our team of experts also assists in Business Owner Policy services which combine both business liability insurance and business property. Our team can help in claiming insurance for covered disasters, theft, or fire. Claims can also include physical injury to the policyholder and property damage.

12. Premium Mode Change

    Our team of experts can assist in changing the Premium mode from annual to either monthly, quarterly or vice-versa. We can also help you make changes to the withdrawal date of your premium, by filling the form on your behalf with all the required documents in place.

13. Request a Duplicate Policy

    If our clients are unable to find their original policy, we can help them by sending them a duplicate copy of their policy via email or in the post.

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What Is the Bookkeeping Software We Use?

We specialize in a range of bookkeeping software. These include -

Policy Owner Process We Follow

Our team of experts have a wealth of knowledge in the area of outsourcing policy owner services. We work closely with you to serve you and make all the changes requested by you quickly and effectively. We keep our process transparent for our clients -

Industries We Serve

Insurance - Services for Agencies and Carriers

Finance & Accounting

Healthcare

Automotive

Manufacturing

Legal

Media & Entertainment

Mortgage

Other Service You Can Benefit From

Why Outsource Policy Owner Services to Outsource2india?

Outsource2india offers policy owner services that are tailored to fit a range of business needs. Additionally, here are the benefits you can have -

• Cost-effective Pricing

  Outsource2india provides cost-effective and scalable population policy owner services in India for client-specific needs. This is the reason why we have the highest percentage of returning customers.

• End-to-End Processing

  We will help to process your policy end-to-end, by collecting your documents, verifying the documents, filling in the forms and submitting your policy to your provider.

• ISO Certification

  Outsource2india is an ISO certified policy owner services providing company and HIPAA compliant service provider. We strive to achieve rigorous high standards and consistent quality and adhere to delivery schedules.

• Dedicated Project Manager

  Every client is assigned a dedicated team and project manager to keep you updated and informed of your POS requests.

• One-stop Shop

  Outsource2india is a one-stop-shop for policy owners and insurance agents. We assist you with all kinds of policy change requests at our centre, so you don't have to go to different agents for different requests.

• World-class Infrastructure

  Our world-class infrastructure has you covered. We provide you with high-class security and data protection and support services with 100% 24/7 backup support.

• Robust Technologies

  Our robust technology ensures systematic completion of the complete process, quality reviews, on-time reports, and high scalability.

• High Quality

  For our team, quality drives every project. We are always striving to improve our services and our goal has always been to set the highest standards in excellence.

• Quick Turnaround Time

  Quick turnaround time for most of our policy owner services is 24 hours depending on the POS request. Almost all change requests are completed during the same business day and an update is provided to you at the start of the next business day.

• High Scalability

  Our setup consists of high-speed data and voice communication with dependable and best in class processes and state-of-the-art systems.

• 24/7 Customer Support

  Our customer support centre works 24/7 to assist and help our clients from all time zones. Our centre has been designed to provide you with convenience and security to access a wide range of information regarding your policy and various forms.

• High Data Security

  We adhere to rigid data protection and privacy of our client's policy information. So, we have high data security data system in place to prevent a data breach.

Customer Success Stories

O2I Provided Insurance Policy Checking Services for NY-based Insurance Service Provider

Our insurance back-office support was provided to a New York-based risk insurance agency and the client bagged 22% profit by considering our affordable services.

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O2I Provided Complete Insurance Back-office Solutions for Renowned Health Insurance Company

We streamlined the back-office functions for a reputed health insurance firm. With our help, the client's workflow was optimized at record-breaking speed.

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Outsource Policy Owner Services to Outsource2india

Outsource2india is a policy owner services providing company that handles all the administrative tasks of policy owners and policy providers. We customize our insurance services as per our clients' needs and requirements. With our policy owner services, you can let go of the burden of taking care of your policies and focus on things that require your attention.

We provide you with our services and our expertise in a cost-effective manner and take care of all your needs. Get in touch to outsource policy owner services to us and get a quick response to your inquiries.