FORM PROCESSING

Forms Processing Services

Dedicated offshore teams for form processing - working to your standards, under direct US management, with verified 99.7%+ accuracy and one accountable point of contact.

US-Managed
Direct oversight on every engagement
99.7%
Accuracy across millions of transactions.
~15%
Annual turnover. The same team, year over year.
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Request A Proposal

Tell us what you need and we'll build a team around your operation. Prefer to talk first? Book A Consultation
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Serving High-Accountability Operators Since 2017

The Firm Behind The Work

Who you are actually hiring when you engage Assivo.

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Since 2017

Founded in Chicago and headquartered there today. We have been building managed teams for operating companies from day one.

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Three Delivery Centers

Mumbai, Chennai, and Mexico City. Secured Assivo facilities with enterprise controls - not work-from-home arrangements.

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US Management

Every engagement is run by a US-based manager with authority over delivery. Accountability sits in your time zone.

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Built For Scrutiny

SOC 2 Type II-aligned controls, ISO 27001-aligned practices, HIPAA-capable workflows, and documentation ready for procurement review.

Who We Serve

Every size of organization, one standard of work.

Small Businesses & Startups

For growing companies that need dependable execution before they can justify dependable headcount.

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Start with one function and a right-sized team
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Documented processes from day one
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The same US management structure at every size
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A structure built to expand: the team that starts with one workflow becomes the foundation for your back office as you grow

Middle Market & Growth Companies

For organizations scaling faster than their operations can hire and retain.

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Dedicated teams that absorb volume growth
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The same people year over year, roughly 15% turnover
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Defined SLAs and one accountable contact
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Multi-function coverage under one management structure, so expanding scope is a conversation rather than a new procurement process

Enterprises & Institutions

For organizations whose vendors must withstand security review and audit.

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Multi-team programs under one engagement structure
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Information barriers, SOC 2 Type II-aligned controls
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 Documentation built for procurement and audit
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Continuity planning, defined escalation paths, and reporting built for stakeholders who answer to auditors and boards
WHO WE ARE

Offshore Teams Built For The Long Term

The same people, the same standards, output you can plan around.

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Dedicated, Trained Teams

A team assigned to your account that learns your systems and processes, and stays with you.

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Direct US Management

Offshore execution under US-based management, documentation, and quality standards.

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Low Turnover, Continuity

Around 15% annual turnover, so the people who know your operation are the people still running it.

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Clear Accountability

One point of contact, defined SLAs, and transparent reporting. You always know who owns the work.

What Our Teams Run

The form processing work our teams run every day - organized the way your operation already thinks about it.

Application Processing

  • Enrollment and application form entry
  • Eligibility field verification
  • Supporting document matching
  • Completeness checks and follow-up flags

Claims & Request Forms

  • Claim form data capture
  • Service request processing
  • Authorization form entry
  • Priority routing by form type

Survey & Feedback Forms

  • Response data capture at volume
  • Open-ended response entry
  • Scale and matrix question coding
  • Batch tallies and export files

Structured Data Capture

  • Field-level entry to your schema
  • Validation against business rules
  • Cross-field consistency checks
  • Standardized output formats

Form Program Operations

  • Daily intake processing
  • Seasonal surge capacity
  • Multi-channel intake - paper, fax, portal, email
  • Processing logs per batch

Exceptions & Quality

  • Incomplete form queues
  • Ambiguous entry escalation
  • Duplicate submission detection
  • Accuracy reporting per form type
Don't see your function? We build around your operation. Tell us what you run, and we will staff it.

We Operate in Your Stack

Our teams work inside your document environment - SharePoint, Box, Google Workspace, DocuWare, Laserfiche, or the system your records already live in.

ERP & Accounting
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Ecommerce & Marketplaces
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CRM & Customer Data
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Documents & Data Tools
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Industry Platforms
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Working in a platform not listed here? We adapt to your environment, not the other way around.

How We Work Together

Built around accountability, continuity, and long-term ownership.

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Process design and documentation
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Dedicated, trained offshore teams
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Multi-layer quality assurance
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Clear SLAs, reporting, and escalation
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Share Requirements

A short intro call to understand your goals, systems, and workflows.

02
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Get A Proposal

A custom, fully scoped solution for your environment.

03
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Go Live

Launch a dedicated team built around your operation.

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Scale Over Time

Expand into new areas as you see value and fit.

Governance & Data Security

We handle financial and personally identifiable data. The controls match.

Information Barriers

Client work is segregated. Teams and data are walled off by engagement, so your information never crosses to another account.

Data Security

Secured systems, role-based access, monitored infrastructure, and security training across every team.

Certifications & Compliance

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Outcomes

What dedicated, accountable teams produce over time.

35%
Faster close
60%
Lower cost
99.7%
Accuracy
90%
Workload absorption

"We operate in a space where accuracy and documentation are not optional, so my concern with any outsourced arrangement was whether the work would hold up under scrutiny. It has. Assivo's team took on multiple finance and accounting functions for us and worked to our standards from the start, with US management we could actually reach when something needed attention. The work is documented, the handoffs are clean, and the output has been dependable enough that we stopped thinking about it. As we have grown, they have grown with us. That has let our internal team spend its time on the things only our internal team can do."

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Jay Jackson
Chairman & CEO
Abacus Global Management
AbacusLife

"We started with Assivo in one area and kept expanding because they earned it. What began as a defined scope of back-office work grew into several business and data processes, and each time we handed something over, it came back running better than it had before. The part that matters most to me is consistency. We are not re-training a new team every quarter or chasing status updates. The same people have been on our account, they understand how we operate, and they hold themselves accountable for the work. That is rare in this category. They have been a genuinely reliable partner to us, and I do not use that word loosely about vendors."

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Mike Coffey
CEO
DTiQ
DTiQ

"Assivo runs our data infrastructure and data operations at significant scale. That is not work you hand to just anyone - the volume is real, the accuracy requirements are real, and when it goes wrong it shows up everywhere downstream. They built a team around our operation and kept it stable, so the institutional knowledge stayed with us instead of walking out the door every few months. When we needed to expand scope, it was a conversation, not a new procurement process. They have been a real partner through a period of significant growth, and they are one of the few outside teams I would recommend without hesitation."

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Alec Slocum
Founder & CEO
Rentable
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Your Operation May Be Different. That's Fine.

Most of our work is bespoke. The categories above reflect our core expertise, but we are built for custom requirements. If your operation shares the fundamentals - high volume, real stakes, and the need for human follow-through - we should talk. We become part of your workflow: trained on your systems, following your processes, and accountable for the results.

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Common Questions

The full range shown above - and engagements rarely stay inside the initial scope. Tell us what your operation runs and we will staff it, whether or not it appears on this page.

Multi-layer verification against documented, field-level standards - 99.7%+ verified accuracy across engagements - with exceptions escalated to your team rather than guessed at, and accuracy reported monthly so it is a number you see, not a claim you take on faith.

Yes - under role-based access you control, trained on your platforms and workflows during onboarding. Your data stays in your environment; we adapt to it rather than the other way around.

Information barriers segregate every engagement, access is role-based and logged, and delivery runs from secured Assivo facilities - not home offices - under SOC 2 Type II-aligned controls, ISO 27001-aligned practices, and HIPAA-capable workflows where required.

Most engagements go live within two to three weeks of scoping, including process documentation and quality calibration on your actual form processing work. Most clients start with a single workflow, prove the quality, and expand from there.

Ready To Build Your Form Processing Data Team?

Request a detailed proposal, or book a focused 30-minute consultation. Whichever you prefer.

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99.7% Verified Accuracy
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Dedicated Teams, US Management
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Start With One Workflow

Request A Proposal

Tell us what you need and we'll build a team around your operation. Prefer to talk first? Book A Consultation
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.