Insurance | Automation
90% reduction in operating costs
A specialty insurance brokerage replaced 20-day manual policy processing with Taruvi automation, cutting processing time to 5 minutes.
Back-Office Operational Managed Services and BPO
EOX Vantage provides operational managed services and business process outsourcing for businesses that need expert back-office support without the overhead of building it in-house. We bring the people, the process, and Taruvi, our workflow automation platform — so your team can focus on the work that drives growth.
Back-office operations, not IT. If you are looking for IT managed services, this is not us.More than outsourcing
A Fully Managed Operation
Operational managed services at EOX Vantage means we take ownership of a function, not just a task list. We staff it, train it, quality-control it, and continuously improve it. You get a dedicated team that operates as an extension of your business — aligned to your existing systems, your SLAs, and your standards.
Because our teams work alongside Taruvi, repetitive and rules-based work gets automated over time. Your engagement gets more efficient the longer we work together.
- Dedicated teams trained in your industry, your systems, and your specific workflows
- ISO 9001 and ISO 27001 certified processes, audit-ready from day one
- Taruvi automation layered in to eliminate manual, repetitive work over time
- U.S. and offshore delivery centers in Cleveland, Bangalore, and Mangalore with 24/7 coverage
- Quality controls and SLA reporting built into every engagement
From back office to customer front line
We Have You Covered
01
Back-Office Operations
- Data entry, document processing, and indexing
- Application and submission review
- Policy and account administration
- Compliance documentation and quality checks
- Reporting and analytics support
02
Voice and Customer Support
- Inbound and outbound call handling
- Customer inquiry management
- Chat and email support
- Account servicing and issue resolution
03
Finance and Accounting
- Accounts payable and receivable
- Invoicing and billing
- Bank and cash reconciliations
- Commission and direct bill posting
- T&E and purchase order management
04
Technology & Automation Support
- System integration and data flow management
- RPA bot monitoring and maintenance
- Workflow configuration and updates via Taruvi
- KPI dashboards and operational reporting
Up and running in weeks, not months
Eight Structured Phases to Go-Live
1
Discovery
Map your workflows, systems, and SLA requirements.
2
Business Recommendations
Tailored team structure, scope, and automation plan.
3
Collaboration
Joint planning on processes, authority guidelines, and escalation paths.
4
Recruitment
Candidates hired and screened specifically for your engagement.
5
IT and Security
System access, VPN, and ISO 27001-aligned controls configured before work begins.
6
Testing
Parallel processing and QA sign-off before any volume transfers.
7
Training
Line- and system-specific training completed. SOPs documented and approved.
8
Go-Live
Hypercare period with daily monitoring and ongoing Taruvi improvements.
Most clients are fully live within two to six weeks of signing.
Results across every industry
Real Operations. Measurable Outcomes.
Non-Profit | Finance & Accounting
70% reduction in invoice backlog
A nonprofit serving 9,000+ individuals deployed a 10-person EOX finance team that cleared a major AP backlog and reduced unreconciled transactions by 90%.
Retail | Managed Services
5–7 days down to 24 hours
A mid-sized catalog retailer cut order turnaround, boosted fulfillment accuracy to 99%, and reduced post-order support calls by 50%.
Built for your industry
Specialist Teams by Vertical
Every engagement is powered by Taruvi
Your Cost Per Transaction Goes Down Over Time
Taruvi is EOX Vantage's patented workflow automation platform. It runs alongside your operational managed services team to automate repetitive, rules-based work. As your engagement matures, more work gets automated, your team gets faster, and your cost per transaction goes down.
See how Taruvi works →Frequently asked
Operational Managed Services, Answered
EOX Vantage provides operational managed services, meaning back-office business process outsourcing: data entry, policy administration, claims support, finance and accounting, customer service, and workflow automation. We do not provide IT managed services such as helpdesk support, infrastructure monitoring, or network management.
With staffing, you hire people and manage them. With operational managed services, you hand off a function. EOX Vantage owns the hiring, training, quality control, and continuous improvement. You get a dedicated team aligned to your systems and SLAs without the overhead of managing it yourself.
Pricing depends on scope, functions, and team size. Our engagements are structured as a variable cost model: you pay for the capacity you use, which scales with your volume rather than carrying fixed overhead. The best first step is a discovery conversation where we map your workflows and build a model specific to your operation.
Back-office operations, voice and customer support, finance and accounting, and technology and automation support. See the full list above or schedule a discovery call to discuss your specific workflows.
Yes. While insurance is our largest practice, we serve clients across healthcare, transportation, manufacturing, retail, and non-profit. The Easterseals non-profit finance engagement, the Amazon delivery network driver onboarding program, and the Chums retail order processing case study are all examples outside of insurance.
EOX Vantage is ISO 9001 and ISO 27001 certified and GDPR compliant. IT and security setup is a dedicated onboarding phase. System access, data protocols, and security controls are all configured before any work begins across our delivery centers in Cleveland, Bangalore, and Mangalore.
Your team scales up or down based on actual volume without the lag of traditional hiring or the cost of carrying excess headcount. When a CAT event spikes your insurance workload, peak season hits retail, or a new program launches, EOX surges capacity to meet demand. When volume normalizes, it scales back.