The client sought a partner to handle critical tasks.
Eliminating time taken with these repetitive tasks would allow the client to focus on its core business: broker development and helping members to generate leads, establish themselves and ultimately grow their business.
From an onsite study, Sundaram identified the process improvements that would create greatest impact. A bespoke engagement strategy included:
It’s essential for members to keep abreast of the latest updates in compliance, requirements, rates and offers. Our client’s core business is to assist its 3,600+ broker members to achieve their business goals - but a great deal of its time was taken up with onboarding, payables management and invoicing, and inefficient research tasks.
By outsourcing to Sundaram , our client achieved efficiencies in delivering its members the information and services they most need. They could focus on business development and growth.
When this 5-star hospitality provider engaged Sundaram Business Services to take on its processes the transition had to be seamless. And the whole process had to be managed remotely, with no onsite visits possible.
The hospitality business was experiencing:
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