OIS life insurance agents at work

Optimize Your Life Insurance Customer Relationship
Optima Insurance Services (OIS) is a sales, customer service and administration outsourcing service for Canadian life insurance providers and providers of health, travel and dental insurance. Our agents are fully-licensed (LLQP) and provide a seamless business-process-outsourcing (BPO) solution for your brand.

Optimizing the Life Insurance Customer Relationship

For your customers: world-class, fully-licensed representation of your brand.
For you: a seamless business-process-outsourcing solution.

happy life insurance customers

Optima Insurance Services (OIS) is a sales, customer service and administration outsourcing service for Canadian life, health, travel and dental insurance providers. Our strength, scalability and scope is based on being part of the Optima Group of Companies.

Deliver optimum business results through creative program design, quality customer service and value-added servicing for a select group of long-term clients.

Everything we do at Optima Insurance Services has this mission in mind:

  • the way we choose, train & interact with our people
  • program design based on business objectives
  • the way we interact with our clients’ customers
  • the way we interact with our clients

Optima has decades of experience with the full range of life, accident & sickness and health coverage. We can take over specific parts of the customer contact process or handle all interactions for you.

We also perform a full range of back office services for our partners. All this is achieved as a seamless extension of your business, and your customers will rave about your service while Optima remains almost invisible.

Specifically, we:

  • provide seamless multi-channel customer service—phone, live chat, email, or old fashioned mail
  • handle customer service with outstanding customer experiences and astonishingly low customer defection
  • perform efficient customer need analysis, present solutions, and close sales
  • promote upgrades and cross sell
  • handle a complete range of back office functions—return mail, account receivables, change forms, government issued documents and dozens of other items
  • manage policy renewals

With Optima, you get:

  1. World-class performance based on decades of specialization in the life, accident, sickness, as well as health and dental insurance
  2. Seamless brand representation with fully-integrated services and execution
  3. Bank-level security for all data and customer information
  4. Consistent achievement of service KPIs
  5. Effortless scalability