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

Our product is life insurance and health and dental benefits, so at the customer level, what we do is protect Canadians and their families.

We achieve this by operating as a seamless extension of our client’s organisation. We can take over specific parts of the customer contact management process or handle the entire function on a turnkey basis. Specifically, we:

  • initiate and close sales
  • promote upgrades and cross sell
  • provide seamless multi-channel customer service
  • reduce and recover customer defections
  • manage policy renewals

With OIS, you get:

  1. World-class performance based on decades of specialization in the life, health and dental insurance categories;
  2. Seamless brand protection and growth at the front end and fully-integrated execution on the back end;
  3. Bank-level security for all your data and customer information;
  4. Complete scalability, and
  5. Your customer stays with you.