Business process outsourcing

Business process outsourcing

Training and managing staff for the administrative requirements of your business can be an unnecessary overhead.

We are fully compliant with both FAIS and FICA regulations and incorporate TCF and POPI into our administrative services to ensure regulatory compliance. Our competitive advantage in the BPO offering is the vast system knowledge we have from years of working with Exergy and the ability to efficiently automate and schedule regular business processes.


The administrative services we offer include the following:


From new customer quotations and on-boarding through to policy acceptance and client communication via SMS and letter. Distribution channels serviced include web, mobile, call centre, broker and direct business.


Customer queries on policy details, changes to customer data and allowable policy alterations based on product specific rules. Full audit of customer interactions maintained as well as appropriate management of complaints as per FAIS requirements.


Debit order

Processing and submission of regular DO collection files to bank on behalf of insurer, processing and follow up with customers of DO return files.

Payment deduction

Processing and submission to employers of regular PD files, processing and reconciliation of return files.

Mobile platform

Daily processing of mobile payments made through mobile platform provider via batch process.

Financial accounting

General ledger, income statement and balance sheet provided monthly for all business processed through administration platform.

Management information

Full set of management information provided automatically on frequency required by insurer.


From initiation of claim by informant through to registration, claim decision and authorisation based on product rules and relevant payment to beneficiaries. Payments are made from insurer bank account. Reassurance reporting available where applicable.

Why not let us setup and manage this on your behalf?

If you are interested in our offerings or would like someone to contact you please email or contact +27 12 360 0100.