Transforming Underwriting

How Cogneesol Enhanced Insurance Quote Workflows

Helping streamline insurance lifecycle processes, cut overhead, and improve turnaround with agile workforce deployment.

IMPROVED AHT across quote processing tasks—up to 22% in key work types

REDUCED operational overhead through selective outsourcing of support functions

ENABLED rapid workforce scaling, meeting urgent staffing needs with zero service disruption

user

Client

A leading insurance intermediary, focused on delivering commercial and residential insurance services across high-volume geographies

target

Scope of Work

Insurance lifecycle operations including quote rating (commercial & residential), underwriting review, renewal processing, general review, and Live IBAIS support

maps-and-flags

Geography Serviced

Australia

maps-and-flags

Industry Focus

Insurance (Commercial and Residential)

Client’s Challenges

Our client faced mounting pressure to manage rising quote volumes efficiently while containing operational costs. Staffing limitations, seasonal surges, and a high dependency on in-house resources hampered scalability. Core functions were being stretched thin, limiting the firm’s ability to focus on strategic growth and innovation.

Impact Delivered

  • Operational Efficiency Gains
  • 22% improvement in AHT for Commercial Quote Rater
  • 16% improvement in Live IBAIS processing
  • 14% improvement in Ready-to-Send tasks
  • 233,864 quotes processed in FY 2024–2025
  • Consistent AHT gains across all categories including Renewals (11%), Underwriting Review (13%), and Residential Quote Rater (9%)

Cogneesol’s Solution

Cogneesol partnered with to take over non-core insurance lifecycle functions, deploying skilled resources and streamlining quote-related processes across commercial and residential segments. Our solution involved:

  • Strategic Task Offloading: Taking charge of quote rating (commercial & residential), general reviews, renewals, and underwriting support
  • Rapid Talent Deployment: Swift onboarding of trained professionals to handle seasonal peaks and urgent demand
  • Process Optimization: Realigned workflows, standardized SOPs, and implemented rigorous performance monitoring to ensure consistency and scalability.

Strategic Business Benefits

  • Faster turnaround across lifecycle operations
  • Reduced hiring burden and operational cost
  • Increased agility to scale without service interruptions
  • Enabled sharper focus on high-value, customer-facing activities
Contact Us