100% Remote • Australia-Ready

Insurance Back-Office Services.

Complete remote back-office infrastructure designed specifically for Australian general insurance brokerages, underwriting agencies, MGAs, and insurtechs—saving 50% to 65% on back-office staffing costs.

View Back-Office Rates → Discuss your Requirements

2–4h Urgent SLA • Two-Tier QA Review • Direct Login (WinBEAT, Epic, Sunrise) • 4.5+ hrs AEST Overlap

What We Deliver

The 7 Insurance Back-Office Services

Deploy dedicated remote capacity across administrative workflows tailored to your business standard operating procedures.

01 / Claims

Claims Documentation Support

Intake, classification, and completeness checking of claims documentation. Setting up electronic claim dockets, logging policy status, compiling incident evidence, and managing assessor follow-ups.

✓ First Notice of Loss (FNOL) intake & underwriter lodgment
✓ Evidence gathering: police reports, repair quotes, CCTV, photos
✓ Systematic loss adjuster & insurer progress tracking
✓ Zero assessment / Zero liability adjudication

View Claims Support →

02 / Policy Data

Policy Data Entry & Endorsements

High-accuracy entry and maintenance of policy records, endorsements (MTAs), asset schedules, Certificates of Currency (COC), and Sunrise Exchange transaction matching.

✓ Certificates of Currency issued with interested party notations
✓ Mid-term adjustments (MTAs), vehicle additions & cancellations
✓ Sunrise Exchange transaction matching & closing reconciliations
✓ Client risk profile and asset database maintenance

View Policy Data Services →

03 / Renewals

Renewal Administration & Collation

Proactive 90/60/30-day renewal pipeline tracking, updating client risk declarations, remarketing risks across underwriter panels, and assembling comparative renewal packs.

✓ Automated 90/60/30-day renewal trigger milestones
✓ Pre-renewal client declaration survey collation
✓ Multi-quote comparison tables (premium & excess variance)
✓ Client presentation deck compilation

View Renewal Services →

04 / Document Indexing

Document Processing & Indexing

Classifying, renaming, indexing, and attaching high-volume PDFs, scans, and emails (2,000–10,000 docs/month) into WinBEAT / Applied Epic client records.

✓ Inbound document triage and standardized renaming taxonomy
✓ Attaching closing documents, schedules, and surveys to client files
✓ Completeness checking and missing document logging
✓ Email filing and correspondence archiving in CRM

View Indexing Services →

05 / Reconciliations

Data Cleansing & Reconciliations

Reconciling monthly underwriter bordereaux, matching brokerage commissions and AR splits, managing premium funding contracts (Hunter, Attvest, Elantis), and database deduplication.

✓ Line-by-line insurer monthly bordereau statement matching
✓ Brokerage commission variance investigation
✓ Premium funding settlement batch reconciliation
✓ Policy database deduplication & migration cleansing

View Reconciliation Services →

06 / MIS Reporting

MIS & Reporting Analytics

Converting raw operational data into standardized weekly and monthly brokerage KPI dashboards, loss run summaries, retention analytics, and AR bordereau reports.

✓ Renewal retention rates & policy lapse analysis
✓ Underwriter loss ratio summaries & claims frequency reports
✓ Authorised Representative (AR) production summaries
✓ Operational SLA & workflow turnaround tracking

View MIS Services →

07 / Quality Assurance

Quality Assurance (QA) Auditing

Independent verification of completed administrative files against client-specific Standard Operating Procedures (SOPs), ensuring zero data omission or schedule error.

✓ Tier 2 QA Lead review on all transactions
✓ Schedule accuracy & premium calculation audit
✓ Insurance Brokers Code of Practice alignment checks
✓ Continuous SOP refinement & error reduction

View QA Auditing →

Operational Delivery

Direct & Secure 3-Stage Remote Workflow

Zero data migration. Zero software onboarding lag. Direct encrypted login into your existing broker software.

Task Assignment & Intake

Client logs activity in WinBEAT/Applied Epic, sends email, or uploads task docket. Operator picks up task within SLA.

Processing & Two-Tier QA

Tier 1 administrator enters policy data / builds comparison pack. Senior QA Lead audits accuracy against client SOPs.

Delivery & Archival

Completed schedule, Certificate of Currency, or comparison deck is filed inside CRM ready for broker sign-off.

Capacity Retainers

Flexible Capacity Models for Australian Insurance Businesses

Transparent pricing starting from A$450/month. No lock-in contracts. 14-day cancellation notice.

Shared Insurance Support

40 productive hours/month for boutique brokerages and agencies needing routine schedule entries and fast COC issuance.

Monthly Rate A$450 / mo

View Shared Rates →

Dedicated Full-Time Admin

160 productive hours/month (40h/wk) dedicated full-time operator integrated directly into your software.

Monthly Retainer A$700–$1,100 / mo

View Dedicated Plans →

Structured Support Team

Turnkey multi-operator squad + QA Lead for brokerages and underwriting agencies with high transaction volumes.

Monthly Team Custom Retainer

View Team Options →

Insurance Back-Office FAQs

Clear answers regarding our service delivery, turnaround SLAs, software integration, and QA standards.

How do your operators access our broker management systems and client data? +

Our insurance administrators connect directly via your existing cloud portal credentials or encrypted Windows Remote Desktop (VDI/RDP) sessions using multi-factor authentication (MFA). All policy records, client files, and correspondence remain strictly hosted within your sovereign Australian database with Zero Local Storage.

✓ Direct login into WinBEAT, Applied Epic, Steadfast INSIGHT, and Sunrise Exchange.
✓ Zero local downloads or file exports under our Australian Privacy Principles (APP 8) protocol.
✓ Dual-verification checks on all policy schedule entries and accounting reconciliations.

How does the Two-Tier Quality Assurance (QA) workflow work? +

Every administrative task is executed in a two-stage quality pipeline: Tier 1 preparation by a trained insurance administrator, followed by a mandatory Tier 2 independent audit by a Senior Insurance QA Lead against your standard operating procedures before task sign-off.

✓ Tier 1: Document intake, schedule data entry, comparison table generation, or docket compilation.
✓ Tier 2: 100% manual review of premium numbers, endorsement wording, excess figures, and interested party clauses.
✓ Audit trail logged with timestamp inside your CRM task register.

Can MCR Global handle surge volumes during June and December renewal peaks? +

Yes. Our remote BPO model allows brokerages and agencies to scale dedicated teams with flexible overflow support during major Australian renewal cycles, eliminating backlogs without hiring temporary onshore contractors.

✓ Elastic capacity expandable on 14 days' written notice.
✓ Pre-trained reserve operators familiar with Australian broker workflows.
✓ Month-to-month flexibility with up to 50% unused hours rollover into subsequent months.

What are the non-negotiable boundaries of MCR Global's insurance services? +

MCR Global operates strictly as a non-decision-making back-office administrative provider. We do not sell insurance, provide advice, underwrite risks, assess damage, or determine claim settlements. The Australian licensed insurance business retains 100% statutory, advisory, and claims authority.

✓ Strict 10-Point Negative Regulatory Boundary enforced on all staff.
✓ Zero client-facing sales solicitation or insurance advice.
✓ Governed by comprehensive bilateral NDAs, IP protection, and non-solicitation covenants.

Ready to eliminate your administrative backlog?

Discuss your transaction volume and software stack with our insurance back-office leadership. Starting from A$450/month with zero lock-in contracts.

View Back-Office Rates → Discuss your Requirements

Important Regulatory & Service Disclaimers

100% Remote BPO Model: MCR Global Insurance Back-Office is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated administrative, operational, and clerical back-office support to Australian general insurance businesses, licensed brokerages, underwriting agencies, and insurtechs.

No Insurance Advice or Underwriting: MCR Global is not an Australian Financial Services Licensee (AFSL), insurance broker, insurer, or claims adjuster. MCR Global does not provide general or personal financial product advice, sell or bind insurance coverages, assess claims liability, or make underwriting decisions under the Corporations Act 2001 (Cth) or Insurance Contracts Act 1984 (Cth).

Licensee Statutory Responsibility: All policy data entries, Certificates of Currency, renewal comparison schedules, claims documentation files, and reports prepared by MCR Global personnel are executed under the direct instruction and standard operating procedures of the client business. The licensed Australian entity and its responsible managers remain solely and legally responsible for authorizing, reviewing, and approving all insurance transactions and client advice.

Third-Party Systems & Data Security: System names (including WinBEAT, Applied Epic, Steadfast INSIGHT, Sunrise Exchange) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN sessions with Zero Local Storage under Australian Privacy Principles (APP 8).