Insurance

Insurance outsourcing to optimize claims, back office, and operations.

Industry Overview

Boost your company’s agility through a strategic outsourcing model designed for claims management, back-office operations, and the most critical technical processes. At Xternus, we optimize your response capacity and strengthen policyholder trust through high-performance teams and advanced digital solutions, transforming your operations into a real competitive advantage. We understand that in an industry defined by risk management and speed, your operational infrastructure is your most valuable asset. That is why we deliver specialized services for insurance companies and brokerages, enabling greater scalability without ever compromising technical precision. This approach translates into end-to-end claims management, where we accelerate the entire lifecycle of a claim—from the initial notification to final settlement. Through our claims management solutions for brokerages, we ensure empathetic and efficient customer support while handling the full administrative workload related to policies, onboarding, and renewals. By integrating Administrative Back Office services, we allow your internal teams to focus exclusively on commercial strategy and the development of new insurance products, removing the operational bottlenecks that often slow growth in the sector. Our methodology drives digital transformation through automated workflows within our Digital, Technology & AI capabilities, implementing advanced analytics to reduce operational costs and minimize human error in critical underwriting and claims handling tasks. Under our Risk, Compliance & Resilience frameworks, we operate according to the most demanding regulatory standards, reinforcing security and transparency across every transaction. In parallel, we modernize the customer journey by integrating advanced customer service solutions that position your brand as an agile, digital, and highly reliable insurer in the eyes of policyholders. The impact of our value proposition as a strategic partner lies in the significant reduction of processing times, directly improving customer satisfaction and retention across your portfolio. We provide flexible operating models that adapt to seasonal demand peaks or unexpected events, giving your organization the immediate response capacity required in today’s insurance market through our Flexible Claims Processing Teams. If you are looking for a structure that combines the technical rigor of traditional insurance operations with the analytical agility of the digital era, this solution becomes the strategic lever for your organization to lead the sector with security, efficiency, and measurable results.

Our Solutions for Insurance

Comprehensive services designed specifically for the unique needs of your industry

Digital & Technology

AI Act Compliance (General)

Get ready for the EU AI Act with a pragmatic, risk-based roadmap: governance, controls, documentation, and monitoring.

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AI Act Compliance for Insurance

Insurance-focused AI Act readiness covering distribution, underwriting, pricing, and claims use cases.

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People & Organization

Applied AI In-Company Training

Hands-on AI programs tailored to your roles and data: from prompts and copilots to governance and use cases.

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Claim Managment for Insurance Brokers

Transform your claims handling from a cost center into a competitive advantage. Our specialized claims experts integrate seamlessly with your team, delivering exceptional customer experiences that turn challenging moments into loyalty-building opportunities.

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Risk, Compliance & Resilience

Document Management & Digitization

Digitize and organize documents with secure access, retention, and automation to cut cycle times and errors.

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Strategy, Growth & Customer

External Sales Development Representatives (SDRs)

Dedicated SDR pods to research, prospect, and book meetings for your AEs using agreed playbooks.

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Operations

Flexible Claims Processing Teams for Insurance Brokers

Elastic claims capacity with specialized handlers, QA, and SLAs integrated into your brokerage workflows.

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Quoting & Sales Support for Insurance Brokers

Improve speed and accuracy of quotes with standardized intake, insurer follow-ups, and CRM updates.

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Latest Insights for Insurance

Expert analysis and thought leadership specifically for the insurance sector

article

Operational preparation for claims peaks in Spain

Data and trends of climate risk in Spain 2025. Learn the flexible capacity strategy to sustain your operation.

Nov 24, 2025
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guide

How to manage claims peaks with external operational support

Compare fixed structure, temporary support, and flexible talent in claims models. Discover which one removes backlog.

Nov 24, 2025
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guide

Checklist to optimize processes in brokerages and avoid efficiency loss

Evaluate the efficiency of your brokerage and detect key improvements to reduce costs and optimize processes.

Nov 21, 2025
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article

How to avoid process inefficiency, slowing the growth of your brokerage

Optimize processes in your brokerage and free time to grow and improve your clients’ experience.

Nov 21, 2025
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guide

Hidden costs of growth in brokerages without defined processes

Identify hidden costs and improve your brokerage efficiency without increasing staff.

Nov 18, 2025
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guide

Automation and flexibility to avoid bottlenecks in insurance

Avoid bottlenecks in insurance with automation and flexible teams for faster and more efficient processes.

Nov 18, 2025
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article

How to avoid bottlenecks in insurance with automation and flexible teams

Avoid bottlenecks in insurance by using automation and flexible teams to save time and work better.

Nov 18, 2025
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guide

Checklist to assess your brokerage’s readiness for a DANA

Assess your brokerage’s readiness for a DANA and improve its operational resilience for a better response capacity.

Nov 17, 2025
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article

How to apply AI and outsourced process automation without losing the human touch

Learn to automate outsourced processes with AI and flexible talent without losing the human touch.

Nov 14, 2025
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article

How to transform a reactive brokerage into a flexible and preventive organization

Transform your brokerage from reactive to preventive and flexible, increasing efficiency and business results.

Nov 13, 2025
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article

Outsource administrative tasks and improve your company’s efficiency

Learn how to outsource administrative tasks and gain time, efficiency, and control in your company.

Nov 12, 2025
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guide

Checklist of administrative tasks to outsource before expanding your team

Identify which administrative tasks to outsource and free your team to focus on strategy and growth.

Nov 12, 2025
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guide

Is your insurance brokerage ready to outsource operations?

Determine if your brokerage can successfully outsource operations and grow without increasing fixed costs.

Oct 15, 2025
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guide

Freelancers, BPO or Xternus? How to choose the best option for your company

Guide with a comparative table of Freelancers, Traditional BPO and Xternus for efficient outsourcing and strategic control.

Sep 24, 2025
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case-study

Home Claims Management: The CuidaCasa Success Story

We present the CuidaCasa success story: Home claims management with operational efficiency and an enhanced customer experience.

Sep 8, 2025
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case-study

Claims Management in Brokerages: The Ramsec Case

Ramsec optimized claims management with operational efficiency and a flexible model to grow in the insurance sector.

Sep 8, 2025
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case-study

Success Story Digital Insurance Brokerage: PuntoSeguro

PuntoSeguro streamlined processes and reduced staff turnover thanks to Xternus, supporting its journey as a digital insurance brokerage.

Sep 8, 2025
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article

Kepner-Tregoe Method to Solve Business Problems Efficiently

Learn how to use the Kepner-Tregoe method to make better decisions and solve problems.

Aug 8, 2025
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article

Business Adaptation Strategies to Grow in Uncertain and Evolving Markets

Adapting to change is a strategic necessity, not just a survival tactic. In this article, Xternus shares practical business adaptation strategies to help Spanish SMEs build resilience, boost operational agility, and stay competitive in evolving markets.

Aug 6, 2025
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case-study

How Brokalia 10x-ed its insurance operations capacity with Xternus

Brokalia is an insurance brokerage that specialises in community insurance. Thanks to a flexible and efficient outsourcing solution from Xternus, the company was able to scale its operations and increase its management capacity by 10 times, without losing service quality.

Aug 4, 2025
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Our Insurance Experts

Meet our experienced consultants who specialize in the insurance sector

Mauro Flores

Business Developer

Ciudad de México, México

Juan Pérez

Senior Partner

Madrid, Spain

Es un gran consultor

Igor Fernandez

Founder & Managing Partner

Madrid, Spain

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Ready to Transform Your Insurance Business?

Connect with our insurance experts to discuss your specific challenges and opportunities

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