Personnel Support for Accuracy

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.


A worldwide insurance broker, required a third party to support with assembling policies and endorsements to deliver to individual clients. 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


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


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