Our Services
Business process outsourcing built for the compliance and operational demands of the US insurance sector.
ACA Campaigns
We manage Affordable Care Act enrollment cycles end to end, navigating exchange regulations to deliver compliant, high-converting enrollment experiences.
- check_circleStrict adherence to CMS compliance guidelines.
- check_circleScalable infrastructure for peak OEP volume.
Why Perfecient
We provide pre-trained, licensed-equivalent agents ready to deploy, so your team isn't stretched thin during open enrollment.
Medicare Campaigns
Medicare Advantage and Supplement plans require empathy and precision. We handle AEP and lock-in period inquiries with care and regulatory rigor.
- check_circle100% call recording and rigorous QA scoring.
- check_circleScript adherence monitoring via AI compliance tools.
Why Perfecient
Our agents undergo specialized sensitivity and compliance training, so your brand is represented with care to senior demographics.
Auto Insurance
From initial quoting to first notice of loss (FNOL), our specialized auto insurance teams process inquiries swiftly and accurately, minimizing friction in high-stress customer moments.
- check_circleRapid response times for claim intake processes.
- check_circleSeamless integration with your core policy systems.
Why Perfecient
We combine empathetic customer handling with rigid data security protocols, ensuring operational efficiency without sacrificing the customer experience.
Additional Capabilities
Beyond our core insurance verticals, we support the full lifecycle of the policyholder relationship.
Home & Property
Quoting, binding support, and renewal outreach for homeowners and property coverage lines.
Life Insurance
Needs-based consultative outreach for term, whole, and final expense life products.
Retention & Win-Back
Proactive save campaigns and lapsed-policy win-back programs to protect your book of business.
Back-Office & Claims Support
Document processing, claims intake, and administrative support that keeps pace with your core systems.
Bilingual Support
English/Spanish agent pools to meet the language access requirements of diverse policyholder bases.
QA & Compliance Monitoring
Independent, continuous call auditing with scorecards mapped directly to your compliance checklist.
Engagement Models
Flexible staffing structures that match your volume, budget, and seasonality.
Dedicated Team
A named cohort of agents trained exclusively on your program, with a direct account management line.
Shared Pool
Cost-efficient access to a cross-trained agent pool, ideal for lower-volume or pilot campaigns.
Hybrid
A dedicated core team with elastic overflow capacity for seasonal surges like AEP and OEP.
Frequently Asked Questions
How quickly can a new campaign go live?add
Most dedicated programs are trained, certified, and live within 2-4 weeks of SOW signature. Seasonal surge cohorts for existing clients can be added in as little as 48 hours.
How do you ensure CMS, HIPAA, and TCPA compliance?add
Compliance requirements are built into agent scripting, call scoring rubrics, and recording retention from day one, with a dedicated compliance officer assigned to every regulated program.
Can we integrate with our existing CRM or dialer?add
Yes. Our operations team has integrated with the major CRM, dialer, and lead management platforms used across the insurance industry, and can support custom API integrations.
What reporting do we receive?add
Clients receive real-time dashboards plus daily and weekly reporting covering conversion, handle time, QA scores, and compliance audit results.
Let's Design Your Program
Tell us about your program's volume, compliance requirements, and timeline. We'll map a deployment plan within 48 hours.