The Client:
A US-based multi-line insurance agency.
Scope of Work
Proposal creation, policy checking, onboarding policy on centralized database software.

Process Bottlenecks
With business growth and product portfolio expansion, the client, a leading commercial and personal lines insurance agency, was facing issues with its policy checking process vis-à-vis committed proposal, updating the agency management system and related back-office tasks. These, in turn, led to low customer satisfaction levels, on one hand, and high cost of operations on the other, adversely affecting both goodwill and profit margins, respectively.
Cogneesol’s Optimization Solution
With our extensive existing experience in managing insurance operations in the US, our specialized team set out for deep analysis and diagnosis of the client’s processes and systems. Their detailed due diligence led to the redesigning of operating models to streamline processes and bring in efficiencies.
- Customized policy checking checklists were created to cover intrinsic hazards, location, risk coverage, and geographical settings. The team further enhanced the process with a document reading software that ensured the policy accuracy
- Creation of central databases linked with the core system leading to real-time risk scoring
The team at Cogneesol completely turned around our policy checking process with a well-defined structure and quality controls. Our time and cost to the process have reduced in a big way. These have given us much muscle to expand the business line.
Impact Delivered
Cogneesol’s deep commitment of value and meaningful relationships to our clients have been our biggest strengths. These values helped us surpass the insurer’s goals in every sphere.
- Our processes greatly improved the operational efficiencies and shortened the end-to-end process for policy checking, a key task in insurance operations, which further helped in effective forward linkage streamlining
- Volume processed per person went from 5-6 policies checks to 10 policy checks per person
- Productivity increased to 100%; the offshore team exceeded the savings target by 38 percent in the first year of migration and 46 percent in the second year
Other Client Stories
Client Testimonials
It is always a pleasure to learn that the work we do has positively impacted our clients and that they are happy to share their experiences.
My office is completely dependent on Cogneesol’s litigation support services. The team that services us has been steady over the years, are completely aware of our Acts and laws, stay updated on all amendments and latest updates. So, when we send out assignments to the team, it doesn’t require too many rounds of explanations or iterations. They are an extremely bankable bunch!
Be it for our motions or our pleadings, case after case, Cogneesol has exhibited an unerring commitment to service excellence, quality, thoroughness and timeliness. They literally function like our own in-house team! Such is the comfort level now. Their deep expertise give us the confidence to delegate to them all our litigation support assignments. Add to this their reasonable rates! We strongly recommend Cogneesol!
Through the last three years of our association with Cogneesol, we have come to depend on their drafting support completely. They are experts of various laws and regulations; their drafts are accurate and complete; do not require undue review efforts. They make it easier and faster for us to build our cases.
Thank you, researchers, for your extensive research and inputs for the BC Court of Appeal case. I am happy to confirm that the firm could present a strong appeal thanks to the thorough drafted factum. Your strong understanding of the law and the related regulations give us confidence for stronger representation in the future. You make us a formidable team. Thank you!
Today, we rely on Cogneesol for handling most aspects of our law firm’s back-office operations. It had started with the basic yet crucial document review tasks. Their excellent service delivery simply led to widening the scope of work and now, we also depend on them for contract abstraction, drafting, and management. Not only do they deliver quality service, they are also reasonably priced helping us stay cost efficient.