Backoffice Pro

BACKGROUND

Introduce your business and what you do there.

I'm the business manager of an insurance company. We offer comprehensive, compliant, and technology-driven insurance services to agencies, carriers, and managing general agents (MGAs).

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Backoffice Pro?

We needed to streamline and scale our insurance operations by handling time-consuming back-office tasks. Our goals were to improve policy data entry accuracy and documentation management, speed up quote processing, endorsements, and renewals, reduce the operational workload for our in-house team, ensure compliance and organized record-keeping, and enable our agents to focus more on sales, client servicing, and revenue growth.

SOLUTION

What was the scope of their involvement?

Backoffice Pro manages end-to-end back-office support for our insurance operations. Their main deliverables are accurate and timely policy records, processed quotes and endorsements, up-to-date CRM data, structured documentation, and regular performance reports to help us improve efficiency and service quality.
Specifically, Backoffice Pro handles policy and client data entry, quote processing, document management, application checks, renewals and endorsements, CRM updates, and regular reporting, ensuring accuracy, faster turnaround, and smooth insurance operations.

What is the team composition?

We work with 2–5 teammates from Backoffice Pro.

How did you come to work with Backoffice Pro?

We found them on Clutch. We chose them because their pricing fit our budget, they offered good value for the cost, and their company values aligned with ours.

How much have you invested with them?

We've spent $10,000–$50,000.

What is the status of this engagement?

We started working with them in November 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Backoffice Pro has delivered clear, measurable results, including faster turnaround times, improved data accuracy, reduced operational workload, and smoother policy processing. For example, we've seen a 30%–40% reduction in turnaround time for quotes and 95%–98% data accuracy in policy entries and documentation. Additionally, after onboarding Backoffice Pro, our in-house team's workload has dropped by 40%–50%.

How did Backoffice Pro perform from a project management standpoint?

Backoffice Pro's project management is well-structured and reliable, and they deliver on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

I'm impressed with their industry-specific expertise, high accuracy, quick turnaround times, and proactive communication.

Are there any areas they could improve?

No, our overall experience has been very good.

BACKGROUND

Introduce your business and what you do there.

I’m the sales manager of Photo Editing Outsourcing, a trusted outsourcing partner for professional photo and video editing services to photographers.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Backoffice Pro?

We needed to streamline and scale our image processing workflows to reduce turnaround time and operational bottlenecks. We wanted to free our team to focus on core photo editing services and client delivery while improving consistency and quality.

SOLUTION

What was the scope of their involvement?

Backoffice Pro handles end-to-end back-office support for us, including image processing support, workflow management, quality checks, and turnaround coordination. They primarily support high-volume e-commerce product images, real estate photos, and fashion/lifestyle visuals, handling tasks such as basic retouching, background cleanup, and formatting as per guidelines. Within the workflow, they manage job allocation, turnaround tracking, and first-level quality checks to ensure consistency before final delivery.

What is the team composition?

We work with 6-10 teammates from Backoffice Pro.

How did you come to work with Backoffice Pro?

We found them through an online search.

What is the status of this engagement?

We started working with them in March 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Backoffice Pro’s work has resulted in faster turnaround times, improved output consistency, and smoother workflow management, enabling us to handle higher image volumes without increasing internal overhead. We’ve also seen reduced rework rates and more predictable delivery SLAs, directly supporting client satisfaction and retention.After onboarding Backoffice Pro, our average turnaround time has improved by approximately 25%–30%, while our rework rates have dropped by around 20% due to the structured first-level quality checks. Our delivery SLA adherence has increased to more than 95%, even during high-volume production periods.

How did Backoffice Pro perform from a project management standpoint?

Backoffice Pro’s project management is structured and reliable, with clear ownership of tasks and proactive communication throughout the workflow. They consistently deliver on time and meet agreed SLAs, even during periods of increased production volume. We communicate via virtual meetings.

What did you find most impressive about them?

What stands out most about Backoffice Pro is their ability to quickly understand our production workflows and integrate seamlessly without disruption. Their disciplined process management and consistent quality checks enable us to scale output reliably while maintaining delivery timelines.

Are there any areas they could improve?

While their overall execution is strong, earlier visibility into capacity planning during sudden volume spikes would help us forecast workloads more proactively. A slightly more detailed performance reporting cadence could also add additional transparency at scale.