Case Study 2

Winning Bigger Deals for an Insurance BPO

An insurance-focused BPO specializing in claims management and policy servicing wanted to break into larger enterprise accounts. While the company had a strong reputation with regional clients, it lacked access to major corporate and government RFP opportunities. To scale sustainably, the team needed support navigating complex registration portals and positioning their services with precision.

The Challenge

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Limited presence in enterprise and government vendor networks.

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Manual, time-consuming RFP registration and submission process.

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Difficulty identifying qualified RFPs aligned with service capabilities.

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Lack of internal bandwidth to manage documentation and deadlines.

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The RevGen Genius Solution

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Conducted RFP market research to identify high-value opportunities.

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Managed end-to-end vendor registration and compliance submissions.

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Built a structured RFP calendar to track open bids and renewal cycles.

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Collaborated with client leadership to align proposals with growth goals.

Results Overview

210 Days Total

Over a 210-day engagement, RGG helped the insurance BPO secure visibility and access to new enterprise and government opportunities. The team achieved faster turnaround times, better proposal quality, and measurable business growth.

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67
Identified RFPs
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22
Completed Submission
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5
Vendors Approval
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3
Awarded Contracts
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2.4M
New
Revenue

What Made It Work

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Strategic filtering ensured time was spent only on viable RFPs.
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Deep understanding of BPO service positioning improved proposal quality.
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Centralized tracking removed friction between sales and operations.
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Clear communication accelerated the approval process and response speed.
Delivered Services
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RFP Research and Opportunity Identification
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Vendor Portal Setup and Management
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Documentation and Compliance Coordination
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Proposal Formatting and Submission Support
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Calendar and Deadline Tracking System
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Post-Submission Follow-Up and Reporting