KEY SERVICES
Comprehensive Outsourcing Services
We specialize in delivering customized back-office support for insurance brokers, lenders, and financial service providers—enabling you to focus on what matters most: client acquisition, business growth, and enhancing your service offerings.
What we do
Tailored back-office support for:
INSURANCE BROKING SUPPORT
Administrative & compliance-heavy task handling:• Client onboarding, quote generation, and renewals• Full claims lifecycle: lodging, documentation, updates, settlements• CRM management and client communication→ Platforms: Sunrise, SCTP, Steadfast→ Staff trained in Australian insurance workflows
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LOAN PROCESSING SUPPORT
Streamlined loan application handling for compliance and efficiency:• Application screening and eligibility validation• Document verification and KYC/AML compliance• Ongoing client servicing for status and payments→ Home, business, student and personal loan→ Compliance support, admin tasks support
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ADMINISTRATIVE AND BACK-OFFICE SERVICES
Routine task management to free up core business capacity:• Data entry, document scanning and archiving• Email handling, scheduling, reporting• Internal audit and compliance documentation→ Tailored to your workflows→ Full-time or part-time flexible support
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