Lifecycle coverage
Intake, indexing, administration, and communication across policy and claims.
Industry
Insurance BPO Services
Direct answer
Actigy BPO supports carriers, MGAs, TPAs, and brokers with insurance operations: claims intake and processing, document indexing, policy administration support, KYC and AML, and customer service. Work runs to your rules with QA and audit-ready records, so licensed staff focus on decisions while throughput and cycle time stay predictable.
Common processes outsourced
Claims processing
Policy administration support
KYC & AML
Document indexing
How does Actigy support insurance operations?
Insurance runs on document-heavy, rules-based processing across the policy and claims lifecycle. Actigy provides trained operators to handle FNOL intake, claims setup and indexing, policy administration support, and customer communication inside your core systems, so adjusters and underwriters spend time on judgment.
Regulated decisions stay with your licensed staff. Actigy prepares claims and policies to a decision-ready state, documents every step, and reports cycle time, backlog, and quality — reducing leakage and turnaround without taking on coverage, underwriting, or settlement authority.
Capabilities
What Actigy runs for Insurance
Claims processingFNOL intake, claims data entry, indexing, and adjudication support.
Policy administration supportNew business setup, endorsements, renewals, and data maintenance.
KYC & AMLCustomer due diligence and screening for regulated insurance lines.
Document indexingClassification and indexing of claims and policy documents.
Customer & broker supportStatus updates and service across phone, email, and chat.
Finance operationsPremium reconciliation and accounts payable support.
Who this is for
- Carriers and insurers with high or seasonal claim volumes
- MGAs, TPAs, and program administrators
- Brokers needing consistent policy and claims administration
- Specialty and regulated lines requiring KYC/AML
- Operations leaders targeting lower cycle time and leakage
Is this the right fit?
When Actigy BPO is a strong fit
- You want licensed staff focused on decisions, not data entry
- Claim or policy volume is high, seasonal, or event-driven
- You need consistent intake, indexing, and communication
- You need audit-ready files and QA sampling
- You want measurable cycle-time and backlog reporting
When Actigy BPO may not be the right fit
- You need licensed adjusters or underwriters to make final regulated decisions — that authority stays with you
- You are buying a core insurance platform rather than an operations team
- Your process requires on-site physical inspection that cannot be supported remotely
Why Actigy
Why Insurance teams choose Actigy BPO
Authority stays with you
Coverage, underwriting, and settlement decisions remain with licensed staff.
Predictable cycle time
Documented workflows keep claims and policies moving with visible backlogs.
Leakage and SLA reporting
Cycle time, backlog, and quality reported against your service standards.
Delivery method
How Actigy launches a BPO team
From process audit to scaled delivery, with controls matched to your sector.
- 01
Process audit
We map the current workflow, volumes, systems, exceptions, and quality bar so scope and staffing are based on evidence, not guesswork.
- 02
SOP & KPI design
We document standard operating procedures and define the KPIs and SLAs we will be measured against before anyone touches live work.
- 03
Team selection
We assemble operators and team leads matched to your domain — finance, clinical, compliance, technical — and your tooling.
- 04
Training & knowledge transfer
We run structured onboarding against your SOPs, edge cases, and systems, with sign-off before the team carries production volume.
- 05
Pilot
A controlled pilot validates quality, throughput, and turnaround against the agreed KPIs. We tune the process before scaling.
- 06
Scale
We ramp the team to full volume with capacity planning, coverage models, and the reporting cadence agreed up front.
- 07
Continuous improvement
QA sampling, root-cause reviews, and monthly business reviews keep error rates down and throughput predictable over time.
Related services and industries
Services
Industries
Resources
Visibility
What you'll see every month
Outsourcing insurance operations should make quality more visible, not less. Actigy reports on the numbers that matter and reviews them with you on a fixed cadence, so the operation stays accountable. The same discipline applies whether you run lean or at enterprise Healthcare & Clinics scale.
- A QA sample of completed work, scored against the accuracy bar agreed at go-live
- SLA attainment — turnaround and throughput measured against your targets
- Volume, backlog, and exception trends, so capacity stays ahead of demand
- Root-cause notes on any error, with the SOP change made to prevent a repeat
- A monthly business review with your point of contact and the team lead
Engagement model
How pricing and engagement work
Actigy prices insurance operations on a transparent staffing model tied to scope, volume, and complexity — the cost-to-quality ratio, not an opaque per-transaction markup. Many teams run it alongside insurance claims outsourcing and kyc outsourcing under one delivery team, with a single point of contact.
Start with a pilot
A scoped, paid pilot proves quality and throughput before you commit to full volume.
Staffing-based pricing
You see the team, the roles, and the cost. Capacity flexes up or down with your volume.
You own the documentation
SOPs and process knowledge stay yours, which keeps switching costs low and cuts key-person risk.
Clean exit and transfer
If you wind the engagement down, Actigy returns current documentation and supports knowledge transfer.
See how Actigy would run your insurance operation
Book a consultation and we'll assess scope, complexity, staffing, and delivery cost — then propose a pilot to prove quality before you scale.
FAQ
Frequently asked questions
What insurance processes can Actigy handle?
Actigy handles claims intake and processing, document indexing, adjudication support, policy administration support, KYC and AML for regulated lines, customer and broker service, and finance operations such as premium reconciliation and accounts payable.
Will Actigy make coverage or settlement decisions?
No. Coverage, underwriting, and settlement authority stay with your licensed adjusters and underwriters. Actigy prepares claims and policies to a decision-ready state and documents the workflow, but it does not make regulated decisions.
Can Actigy scale for seasonal insurance volume spikes?
Yes. Event-driven and seasonal volumes are a strong fit. Actigy scales intake and processing capacity for the surge and returns to steady-state, keeping cycle time and backlog under control.
Is Actigy suitable for regulated insurance lines?
Yes. For regulated lines, Actigy runs KYC and AML with controls and audit-ready documentation, while accountability for risk and regulatory decisions stays with your compliance function.
Outsource the process. Keep control of the outcome.
Tell us what process you want to outsource. Actigy will assess scope, complexity, staffing model, and delivery cost.