Lending & Insurance Operations
Wherever financial services operations require precision, human judgment still wins.
We’ve supported lenders, insurers, and financial institutions across loan types and policy lines. Consistent across processors and regulatory requirements. Your compliance complexity isn’t a barrier to us.
Loan applications, underwriting documentation, claims, policies, KYC files, fraud alerts. Financial services operations carry significant regulatory and financial consequence. Automation helps route, but it can’t resolve the exceptions, interpret documentation, or make the judgment calls that determine outcomes.
Before you outsource anything, we’ll walk through your current operations with you and assess:
Where automation genuinely helps
Where human judgment is required
Whether outsourcing makes sense & how to do it cleanly
The Real Problem
Most financial services organizations don’t struggle to originate loans or write policies. They struggle to process them accurately under regulatory scrutiny.
Automation generates speed, but it also generates risk
Documentation gaps delay closings and create audit exposure
Compliance requirements shift across jurisdictions
Exception handling overwhelms processing capacity
Fraud patterns evolve faster than rules can adapt
When every file carries regulatory exposure, “processed” isn’t the same as “compliant.”
Where Human-Led Operations Still Win
Loan Processing Services
Underwriting Support Services
Insurance Claims Processing
KYC/AML Documentation Review
Policy Administration Support
Your Operations May Be Different—That’s Fine
Most of our client work is bespoke. The categories above reflect our core expertise, but we’re always open to custom requirements. If your operations share the same fundamentals—high volume, real stakes, and the need for human follow-through—we should talk.
What Assivo Actually Does
Assivo provides managed lending and insurance operations, with 99.7% accuracy rates, dedicated teams across four global offices, and fixed-price structures aligned to outcomes.
We take ownership of:
Process Design & Documentation
Dedicated, Trained Offshore Teams
Multi-layer Quality Assurance
Clear SLAs, Reporting, & Escalation
Strategic Human-in-the-Loop Governance
Automation scales the work. Humans own the result.
Three principles guide every engagement
Humans where documentation review, compliance judgment, and exception resolution require expertise
Automation where routing and status tracking make sense
Clear ownership when something breaks
Quiet execution. Clear ownership. No surprises.
Why Assivo
Founded in 2017, Assivo applies the rigor of institutional finance and strategy consulting to outsourced operations, with a focus on clear accountability, fixed-price commercial structures, and outcome-oriented delivery. As an independent, privately held firm, Assivo structures partnerships around client priorities, emphasizing continuity, transparency, long-term relationships, and client integrity.
Accuracy-first Execution
Every deliverable passes through multi-layer quality review before it reaches you. We measure in defect rates, not just throughput.
Strategic Human-in-the-Loop Governance
Automation handles volume. Human judgment handles exceptions, edge cases, and the decisions that affect outcomes.
Managed Teams, Not Seat-based Staffing
You get a trained team that learns your processes, not a rotating pool of contractors. Our annual turnover is ~15%—a fraction of the 50% industry average. Continuity drives quality.
Offshore Efficiency, Onshore Standards
Our global teams operate under U.S.-caliber management, documentation, and accountability structures.
Clear Accountability from Intake to Output
One point of contact. Defined SLAs. Transparent reporting. When something goes wrong, you know who owns the fix.
Trusted by America’s Leading Operators
Before you outsource anything, we’ll walk through your current operations with you and assess:
Where automation genuinely helps
Where human judgment is required
Whether outsourcing makes sense & how to do it cleanly