Bilingual insurance BPO services team supporting English and Spanish customers

Bilingual Insurance BPO Services: How We Became a Top Brokerage’s Most Trusted Partner

In insurance, peak season doesn’t arrive gradually. It hits all at once, and operations either hold or they don’t. 

Insurance BPO Case Study

Bilingual Excellence at Scale.

How Centro built a high-performing bilingual operation for a leading U.S. insurance brokerage while improving cost efficiency, coverage and peak-season performance.

The Partnership

Peak-season insurance operations demand more than extra headcount.

A major U.S. Medicare and Life Insurance brokerage needed a stronger bilingual delivery model ahead of Annual Enrollment Period. Existing vendors were creating inconsistent Spanish coverage, rising costs and onboarding challenges.

Centro was brought in to build an operation capable of scaling quickly while maintaining quality across English and Spanish customer interactions.

#1 Vendor Ranking

Top-performing provider within the client’s vendor portfolio.

30% Cost Savings

Lower costs across both English and Spanish queues.

Team Scale

Expansion from 10 agents to a 60-agent bilingual operation.

54 Days of AEP

Continuous peak-season delivery throughout enrollment.

01

The Business Challenge

The client’s bilingual operations were distributed across several vendors, creating inconsistency in Spanish-language support while making native-equivalent bilingual recruitment increasingly difficult.

With AEP approaching on a fixed calendar, the operation needed to ramp quickly without sacrificing readiness, service quality or coverage.

02

The Centro Approach

01

Accelerated Onboarding

A concentrated training and nesting model helped agents move into production quickly while establishing clear operational expectations from the start.

02

Bilingual Talent

Recruitment focused on high-level English and Spanish fluency suited to complex insurance conversations and customer needs.

03

Quality Alignment

Frequent business reviews and calibration kept Centro and client leadership aligned as the operation scaled.

10 Agents at launch
60 Agents at peak scale
Business Impact

From a new vendor to a trusted strategic operation.

Ranked first against five other BPO providers and the client’s internal operation.
Delivered approximately 30% cost savings across English and Spanish queues.
Expanded from 10 agents into a 60-agent bilingual operation.
Earned ownership of the client’s Spanish-language service operation.
The Takeaway

Peak-season outsourcing works when scalability and execution move together.

The engagement demonstrates how disciplined onboarding, bilingual talent and consistent operational alignment can turn a demanding seasonal requirement into a stronger long-term outsourcing partnership.

Build Your Operation

Need customer support that can scale when demand does?

Explore Centro’s Contact Center Outsourcing capabilities and build an operation designed around your customers, volumes and performance requirements.