Insurance Process Outsourcing

Outsourcing,
clarified.

Boutique process solutions built by insurance veterans. We run the day to day operations that pull your team away from selling and servicing clients.

(01) Who we are

Sosa365 was built by insurance professionals with proven track records in the property and casualty marketplace. We pair seasoned insurance people with skilled offshore teams to handle the time consuming tasks that pull your staff away from selling and servicing clients, from email processing and endorsements to certificates of insurance, loss runs, and claims. Our people are long term employees, matched to your time zone and invested in the outcome.

20+
Years P&C Experience
70%
Cost Savings
300%
Performance Enhancement
12h
EST Coverage Daily

(02) What we do

What we take off your desk.

From day to day processing to strategic advisory, we take on the work that keeps your producers from doing what they do best.

  • Email Processing
  • Endorsement Completion
  • Quote & Proposal Generation
  • Call Center / Customer Service
  • Billing, AP/AR & Reconciliation
  • Relationship Management
  • Submissions to Market / Quote Generation
  • Record Storage
  • SOV Generation
  • Claim Management
  • Loss Run Processing
  • Data Management
  • Management System Data Entry (Agnostic to Systems)
  • Certificates of Insurance
  • Surplus Lines Filings
01

Offshore Operations

Dedicated offshore specialists matched to your time zone, working 7 AM to 7 PM EST as part of your team, day to day. Long term employees, not contractors.

Explore operations
02

Policy Administration

Endorsements, certificates of insurance, quote proposals, and high volume email processing, kept moving so your clients are not left waiting.

Explore policy admin
03

Claims Management

First notice of loss, loss run reports, and end to end claim workflow support, so every file keeps moving forward.

Explore claims
04

Advisory & Process Review

Strategic guidance on operations, workflows, billing, and technology, from veterans with 20+ years in the property and casualty marketplace.

Explore advisory

(03) Contact

Tell us what is slowing your team down.

Request a quote or send us a message. We will get back to you within one business day.

Hours

Monday to Friday, 7 AM to 7 PM EST

Offices

Boston · Medellín

Request a quote

Tell us a little about your needs and we will be in touch.