Auditors
6
Envelopes
500,000
Accuracy
98%
A large global professional services firm that sells a range of financial risk-mitigation products, including insurance, pension administration, and health insurance plans. The insurance broker spans across 120 countries.
THE CHALLENGE
The customer required the following:
- Checking of policies received
- Checking of endorsements received
- Personalise envelopes to the customer’s clients
- To be completed daily
- High accuracy standards
Why RGIS?
A worldwide insurance broker, required a third party to support with assembling policies and endorsements to deliver to individual clients.
Our Solutions
The insurance broker chose to partner with RGIS and the following was completed:
RGIS provided a dedicated team of six experienced auditors
The auditors checked both policies and endorsements from the customer's clients
Once all details were checked, envelopes were personalised
Procedures put in place to achieve high accuracy levels
Results
The insurance broker found by outsourcing to RGIS that:
More than 500,000 envelopes were personalised per year
Accuracy of 98% achieved
Increased team to 12 RGIS auditors due to excellent results
Conclusion
By partnering with RGIS, the worldwide insurance broker established a structured, high-accuracy operational process for the daily handling and distribution of policies and endorsements. The dedicated RGIS team implemented controlled checking procedures and personalisation workflows that ensured documentation integrity before dispatch. With over 500,000 envelopes processed annually and a sustained accuracy rate of 98%, the solution delivered both scale and reliability. The strong performance led to the expansion of the RGIS team to 12 auditors, reinforcing the broker’s confidence in a secure, efficient and quality-driven fulfilment process for its clients.
