Pacific United Insurance Limited

Pacific United Insurance is an insurance company focused on the construction sector, based in San Diego, CA.
Problem: Due to recent uptick in new contracts, the firm struggling to manage the administrative overheads and the partners are inundated with routine tasks. As a result, they are unable to focus on growing their client base and revenue streams.

Solution: Expand Offshore team based in Philippines and train them to be a standalone team capable of managing all administrative tasks in the medium term (By the end of December). Use the freed time from the partners’ calendars to cross sell products.