Optimizing the Life Insurance Customer Relationship

For your customers: world-class, fully-licensed representation of your life insurance brand.
For you: a seamless BPO 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 our relationship with Optima Communications International (OCI).

OCI is the Canadian contact centre outsourcing provider for regulated industries. OIS is Optima’s specialist life-insurance service entity, providing LLQP-licensed advisors and customer-contact operations for Canadian life insurance companies. Together, they support regulatory-compliant sales, service, customer contact, and back-office programs for life insurance providers across Canada.

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. All this is achieved as a seamless extension of your business, and your customers will rave about your service while Optima remains almost invisible.

For more details, please go here: Our Services.

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