The Back Office
Built to Scale With You
Synexis Asist runs the day-to-day insurance, finance, accounting, and automation work behind growing businesses — so your team spends time on decisions, not data entry.
Works with the platforms your team already runs
Outsourcing that runs like an in-house team
Three practice areas, one accountable partner — so your back office scales without the headcount.
A partner your business can rely on
Synexis Asist helps 50+ organizations run leaner, faster back-office operations — combining trained specialists with our AI-integrated toolkit to deliver measurable results across insurance, finance, and data.
Built around your industry, not a template
We embed specialist teams into insurance, finance, technology, and growth operations worldwide.
Agencies, MGAs & Carriers
Dedicated teams handling submissions, quoting, endorsements, renewals, and claims so your producers can sell instead of process.
CPAs & Growing Businesses
Month-end close, reconciliations, and reporting delivered on QuickBooks, Xero, or Sage — accurate and audit-ready.
Providers & Billing Companies
Medical billing, coding, eligibility verification, and Medicare/Medicaid support that keeps claims moving and payers accountable.
Founders & Controllers
Financial reporting, cash-flow management, and analysis that give leadership a clear, current view of the numbers.
The value we bring
More than an outsourcing vendor — a partner accountable for your outcomes.
Dedicated Teams
Trained specialists who work as an extension of your staff — not a rotating, anonymous call center.
Global Delivery
Follow-the-sun operations across the US, UK, Canada, and India keep your work moving around the clock.
Security & Compliance
SOC 2-aligned processes, ISO-grade controls, and strict data governance protect every client record.
AI-Integrated
Our SynexisAI toolkit layers automation over routine work, cutting turnaround time and manual error.
Lower Cost to Serve
Scale capacity up or down without hiring, training, or infrastructure overhead — typically 35–55% savings.
Domain Expertise
Deep bench strength in insurance, accounting, and data — people who already speak your language.
Responsive Support
A named account manager, clear SLAs, and reporting cadence so you always know where things stand.
Fast Onboarding
Documented transition playbooks get dedicated teams productive in weeks, not quarters.
A transition process built for trust
Transparent, documented, and low-risk. You always know exactly what happens next.
Discovery
We map your current workflows, volumes, tools, and pain points across the functions you want to outsource.
Solution Design
A tailored delivery model: team structure, SLAs, security controls, and success metrics agreed up front.
Documentation
We build process playbooks and SOPs so nothing lives only in someone's head.
Team Onboarding
Specialists are recruited, trained on your tools, and ramped against your quality bar.
Transition
A phased handover — shadowing, then reverse-shadowing — until the team runs independently.
Quality Assurance
Multi-level QA and audits keep accuracy high as volumes scale.
Go Live
Full production with dashboards, reporting cadence, and a named account manager.
Optimize
Ongoing automation, AI integration, and continuous improvement to keep driving cost and quality gains.
The full story behind the results
Resources & ideas
Answers, before you ask
Still curious? A quick consultation is the fastest way to get specifics for your operation.
Let's move your business forward
Book a free consultation. We'll map your workflows, identify the biggest quick wins, and show you exactly how a dedicated team would run — no obligation.