Overview
A U.S.-based insurance provider partnered with Sourcefit to optimize its billing, renewals, and data management processes. The company faced mounting administrative workloads and needed a scalable team capable of handling policy updates, payment posting, and document verification with precision and speed.
Sourcefit established and now operates a specialized team that manages the client’s full back-office workflow, ensuring consistency, compliance, and operational efficiency across all supported business lines.
The challenge
- Manual billing and policy administration were slowing premium posting and renewals.
- Seasonal fluctuations caused large spikes in workload and delayed processing.
- Data discrepancies across systems created accuracy and compliance risks.
- The client required a partner with strong process management and data security expertise.
Our approach
Sourcefit built a 29-member team composed of billing specialists, data processors, and administrative coordinators to support end-to-end policy servicing and document management.
During setup, Sourcefit:
- Developed role-specific training for billing, verification, and policy management.
- Implemented a multi-tier QA process to track accuracy and turnaround time.
- Integrated reporting workflows to ensure transparency and audit readiness.
The engagement operates under a transparent cost-plus model, allowing the client full visibility into staffing, performance, and cost. Each team member works within Sourcefit’s enterprise compliance framework, certified under ISO 27001, ISO 27701, SOC 2, and GDPR-aligned controls to protect sensitive financial data.
Today, Sourcefit’s HR, QA, and IT teams continue to provide operational support, maintain accuracy benchmarks, and adjust capacity during peak renewal cycles to ensure uninterrupted service.
Results
- 29 full-time specialists supporting billing and policy administration
- 99.5 percent billing accuracy rate maintained across business lines
- 33 percent faster turnaround for premium posting and renewals
- 100 percent on-time policy updates
- Zero compliance violations since launch
Key takeaways
- Specialization sustains accuracy: A trained insurance operations team delivers measurable performance and reliability.
- Integrated QA reduces rework: Real-time audit tracking and error reporting maintain accuracy across data workflows.
- Scalability supports seasonality: Sourcefit’s flexible team structure adapts seamlessly to changing workloads.
Industry learnings
Insurance organizations face rising administrative and compliance pressures as policy volumes increase. Offshore operations — when managed within secure and transparent frameworks — offer an effective way to maintain accuracy, compliance, and continuity.
This engagement demonstrates how an experienced outsourcing partner like Sourcefit can function as a strategic extension of an insurer’s back office, combining process discipline, scalability, and long-term workforce stability.
Learn more
Sourcefit helps insurance and financial service providers streamline back-office operations through secure, scalable, and transparent partnerships.
Explore how SourceCX strengthens customer-facing processes and how WorkingAI
introduces automation and analytics to optimize administrative workflows.
Contact our insurance solutions team to learn how we can help your operations scale securely.
