• Let us setup & manage your policy administration, debit order processing & inbound client services on your behalf.

O’Keeffe & Swartz Business Process Outsourcing are business process outsource specialists.

We focus on:

  • Fulfilment and maintenance of policies
  • Policy premium collection
  • Debit order processing
  • Inbound customer services
  • Data analysis and database nurturing

to suit your individual business requirements, leaving you to focus on the more fundamental aspects and core competencies of your business.

Training and managing your own staff to fulfil these functions can be an unnecessary and time consuming overhead.

Let us manage these functions of your business, on your behalf.

Regulatory compliance is extremely important to both you, and us. We are a registered Financial Services Provider (FSP) and registered with the Payments Association of South Africa (PASA) and hold the necessary guarantees to administer the above mentioned functions on behalf of our clients. We also incorporate Treating Customers Fairly (TCF) and the Protection of Personal Information (POPI) into our administrative services, giving you peace of mind when it comes to regulatory compliance.

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