Customer Success Stories

Assivo measures its success for each client engagement based on its ability to solve unique business process outsourcing challenges in line with precise client need.

The variety of Assivo customers, spanning industries and organizations around the world, speaks to the strength of Assivo’s service offerings and partnerships formed over the years. When Assivo clients succeed in measurable and quantifiable ways, Assivo succeeds alongside them.

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Outsourced Mortgage Processing for a Mid-Size Mortgage Lender
Data Entry & Processing

Outsourced Mortgage Processing for a Mid-Size Mortgage Lender

Supporting mortgage processing and underwriting activities for a mortgage lender as it scaled annual loan volume from $1.2 billion to $2.0+ billion at a rapid pace.

Data Entry & Processing
Loan Application Processing & Underwriting Support for a Mid-Size Business Lender
Data Entry & Processing

Loan Application Processing & Underwriting Support for a Mid-Size Business Lender

Supported application processing, underwriting, servicing, and compliance activities for a mid-size business lender, allowing it to overcome local labor market challenges and scale loan volume.

Data Entry & Processing
Managing the Pre-Underwriting Process for a FinTech Company
Back-Office Support

Managing the Pre-Underwriting Process for a FinTech Company

Managed the pre-underwriting process for small business lending products. Rapidly growing VC-backed FinTech company with over $100 million in private capital raised.

Back-Office Support
Insurance Claims Process Management for a Healthcare IT Company
Back-Office Support

Insurance Claims Process Management for a Healthcare IT Company

Managing the insurance claims process end-to-end from data entry to qualification to ensure high reimbursement rates. Rapidly growing, VC-backed Healthcare IT company serving over 1 million patients.

Back-Office Support
Accounts Payable Management for a Medical Device Company
Data Entry & Processing

Accounts Payable Management for a Medical Device Company

Managing the accounts payable process for a medical device company. Privately-held manufacturer of medical devices, with 100+ year operating history and annual revenues over $500 million.

Data Entry & Processing
CRM Data Enrichment for a Hypergrowth Healthcare SaaS Company
Data Cleansing & Validation

CRM Data Enrichment for a Hypergrowth Healthcare SaaS Company

Adding 300K+ leads and managing the CRM for a hypergrowth VC-backed healthcare SaaS company as it scaled at a rapid pace.

Data Cleansing & Validation

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How to work with

assivo

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Define

Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.

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Test

Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.

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Launch

Go live with a fully trained team of outstanding Assivo staff. Your dedicated team will be overseen by a capable project manager to ensure your needs are met.

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Manage & Scale

Provide feedback & growth metrics, and we’ll manage your team’s productivity, work output quality, and size.