In today’s hyper-competitive financial landscape, Insurance companies and NBFCs (Non-Banking Financial Companies) are under constant pressure to improve customer engagement, drive renewals, and increase operational efficiency – all while staying compliant and cost-effective.
This is where BPOs like Makshi Infotech step in – offering smart, scalable, and fully compliant solutions that empower the sector to grow efficiently.
✅ Challenges These Industries Face:
- High volumes of policy renewals and EMI follow-ups
- Drop-offs in lead nurturing
- Time-consuming KYC processing
- Struggle to maintain customer retention
- Limited bandwidth to manage multichannel communication
💡 How BPO Services Solve It:
At Makshi Infotech, our trained agents support:
- 📞 Outbound campaigns to follow up with leads and reduce drop-offs
- 🔄 Proactive EMI & renewal reminders via calls, WhatsApp & email
- 🧾 KYC & documentation support with accuracy and compliance
- 💬 24/7 query resolution to improve trust and satisfaction
- 🛡️ Data-secure communication ensuring customer information remains protected
This isn’t just support – it’s an extension of your sales and service team, optimized to reduce churn, boost revenue, and deliver real-time engagement.
🚀 Why Partner with a BPO like Makshi Infotech?
- Flexible scaling for peak periods
- Improved turnaround time (TAT)
- Multilingual support
- CRM integration & real-time reporting
- Compliance-focused workflows tailored to BFSI standards
When financial brands outsource smartly, they gain more than just savings – they unlock time, speed, and customer loyalty.
