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.
Carnegie Mellon University - Tepper School of Business
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