Gearing Insurers for
New-World Disruptions
We service insurance players across industry lines with
result-focused insurance BPO services, enabling them
to focus on the 'core.’

Insurance BPO Services

Worldwide, the insurance sector has been under constant evolution owing to changing customer demands, digital advancements, regulatory changes, agile competitors, and innovative business models. Insurance carriers, agencies, brokers, wholesalers, and MGAs across product lines need customization and time-to-market optimization to maximize organizational value. Outsourcing insurance services could be one of the best strategic solutions to achieve the required.

With an experience of over 15 years, Cogneesol delivers a variety of insurance BPO services to clients, helping them tackle business disruptions and enhance their competitive positioning. Leveraging our domain expertise and application of technology, data, and analytics, we offer industry-defining insurance BPO solutions.

Our insurance BPO services reflect our determination and ambition toward optimizing clients’ business processes, which make us a credible partner that can bring operational efficiencies of up to 45-65% cost reductions, along with freeing time for the core business.

Insurance Agency

"Cogneesol reviewed our processes, changed operating models bringing about significant cost reduction."

- An Insurance Agency, Wollongong, Australia

Who We Serve

Focused on delivering reliable and continuous support solutions to fulfil and surpass expectations for you and your customers.

Our scalable, experienced team provides specialized services for carriers, helping them obtain and maintain optimized operations and expenditure.


Our best-in-class and timely underwriting support helps MGAs enhance broker relationships and provide exceptional service to customers.


Cogneesol's vast domain expertise allows insurance wholesalers to concentrate more on expanding their reach to newer markets and products.

Retail Agents
Retail Brokers

Our specialized and expert customer acquisition and retention solutions enable insurance brokers to increase their top line and profitability, thereby triggering growth.

Our Insurance BPO Services

New Business and Underwriting Support

  • Channel Support
  • Quotes
  • Premium Calculations
  • Sales / Quotes acceptance & Conversion
  • Actuarial Support
  • Exposure Assessment
  • Underwriting Support
  • Verification / Validation
  • Fulfilment
  • Follow up
  • Policy Issue
  • New Business Rating

Policy Administration

  • Policy Changes
  • Certificate Issuance and Re-issue
  • Adjustments / Endorsements / Rider & Coverage Changes
  • Lapses
  • Renewals and Quotes
  • Cancellations
  • Remittance
  • Reconciliations
  • Refunds
  • Billing
  • Premium Mode Change
  • Bank Changes
  • Premium Audits

Claims Management

  • Claim Set-up
  • Investigation / examination
  • Review & assessment
  • Reserving
  • Supplier Support
  • Excess / Deductible Management
  • Settlements
  • 3rd Party Claims
  • Bodily Injury claims
  • Recoveries & Subrogation
  • Fraud Checks
  • Claim Finalization
  • Closed Claim audit
  • 3rd Party Payments
  • Debt management

Insurance Accounting

  • Bookkeeping
  • Investment Accounting
  • Payroll Services
  • Reconciliation Services
  • Statutory and State Reporting and Filings
  • Financial Reporting
  • Management Reporting
  • Group Reporting
  • Accounts Payable
  • Accounts Receivables
  • Financial Planning and Analysis
  • Reporting

Sales and Marketing

  • Campaign Management
  • Segmentation
  • Customer Acquisition
  • Retention
  • Cross selling and Up Selling
  • Agency Compensation
  • Channel Analytics


  • Pricing Analytics
  • Broker Analytics
  • Agency Analytics
  • Lead Scoring
  • Geospatial
  • Predictive Risk Scoring
  • Conversion Analytics
  • Credit Control Optimisation
  • Renewal Propensity Analysis
  • Retention Rate Analysis
  • ROI Trend


  • Fraud Management
  • Expense Management
  • Supply Chain Analytics
  • Subrogation
  • Reserving
  • Claims Predictive Modelling


  • Loss Modelling
  • Competitor Analysis
  • Pricing Analytics


  • Resource Planning
  • Staff Optimisation
  • Forecasting
  • KPI Analytics

BI and Visualisation

  • Data Governance Strategy
  • Development
    • Self Service Reporting Services
    • SQL Server Integration Services ( SSIS)
    • SQL Server Analysis Services (SSAS)
    • ETL (OLAP & OLTP)
  • Insight Generation
  • CXO Reporting Services
  • Reporting Rationalisation
  • Root Cause Analysis
  • Plan/actual Comparison

Every Business is Unique. Find Out How We Can Help Yours.

Contact Us

Cogneesol is positioned as a Major Contender in the Everest Group P&C Insurance BPS PEAK Matrix Assessment Report 2022

Everest Group P&C Insurance BPS PEAK Matrix® Assessment Report 2022 – Focus on Cogneesol

Our Key Differentiators

Product Lines We Serve Across the P&C Value Chain

Liquor Liability
Liquor Liability
Surplus Lines
Surplus Lines
Workers Compensation
Worker's Compensation
Director and Office
Director and Office
Error and Omission
Error and Omission
Commercial Property
Commercial Property
Homeowners and Belongings
Homeowners and Belongings
Professional & General Liability
Professional & General Liability

Why Cogneesol?

Cogneesol enables insurance carriers, agencies, brokers, wholesalers, and MGAs to reinvent their operating models and business processes to turn agile, future-ready, and an engine of growth.

At Cogneesol, our foremost aim is to streamline clients’ business functions to bring overall efficiency and agility. We do this by identifying and eliminating non-value-added activities, simplifying processes, enabling a restructuring of operating models, making them lean and responsive to changes.

With a wide gamut of insurance outsourcing solutions (be it claims, premium, policy, commissions management, or broker relationships, market strategies for new products), we cater to insurance players across product and service lines, including carriers, agencies, brokers, wholesalers, MGAs.

Our technology and digital interventions pre-empt market needs and guide the development of bespoke solutions for core insurance functions on the one hand; and on the other, make non-core processes such as accounting, digital marketing, customer services smarter and more intelligent.

Cogneesol, therefore, is a one-stop, under-one-roof insurance BPM service provider of all your back-office and administrative requirements. Our teams work in direct sync with your in-house teams, forming an extension of your business.

Our Resources

We help our clients navigate from where they are to where they aspire to be through our always-on learning agenda in the form of client stories and blogs highlighting latest industry trends.
Insurers’ Priorities to Overcome ‘New-World’ Challenges

Insurers’ Priorities to Overcome ‘New-World’ Challenges

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A US-Based Insurance Company Case Study about Claims Management

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Role of BPO in the Insurance Industry: Experts Opinion

Role of BPO in the Insurance Industry: Experts Opinion

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A US-Based Insurer Case Study about Policy Administration

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Case Studies

All Case Studies

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Insurance BPO: The New Imperative for Insurance Companies

Insurance BPO: The New Imperative for Insurance Companies

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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.

Get in Touch With Us

We look forward to building long-term relationships with our clients through our customized insurance solutions that will make processes agile and cost-efficient. Have specific questions, or want a guided tour of our services? Get in touch with us!
Contact Us