FBSPL- Fusion Business Solutions (P) Limited

BACKGROUND

Please describe your company and your position there.

My company offers Financial Services/Insurance and assistance with Retirement Planning. Im the CEO

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

Our company hired Fusion to assist with retention of current clients and managIng our current book or business. Also following with with new clients and associates.

SOLUTION

How did you select this firm and what were the deciding factors?

We look at multiple agencies that offer similar services aa Fusion. The ultimate deciding factor was the willingness to understand the complexity of our firm and specific needs of our clients. Also Fusion leaders were very professional and polite and easily accessible for any additional questions or concerns

Describe the project in detail and walk through their service package.

This team is currently responsible for send out emails confirmation and entering data into spreadsheet for tracking of clients. I also received daily activity report and weekly summary.

How many resources from the vendor's team worked with you, and what were their positions?

Our many point of contact is the financial servicing department and this team consist of 4 amazing individuals.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Having Fusion Handel These task Have turned our turn around time from meeting to application enter by 5 days. Because of the scheduling annual review a with clients our firm have discovered addition needs and have entered at least 2 new policy disingenuous annual reviews. This has allowed me to focus more on building new associates and creating new clients.

How effective was the workflow between your team and theirs?

We have weekly check-in to align our current workflow and discuss any need to improve our performance.

What did you find most impressive or unique about this company?

They’re able to approach ideas in ways that are simple and efficient.

Are there any areas for improvement or something they could have done differently?

Not at this time

BACKGROUND

Please describe your company and your position there.

We are an independent insurance agency and I am the vice president of the company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

We are a fast growing company and we had many tedious administrative tasks needing to be done on a weekly basis that our team was too busy for, hence beginning this partnership.

SOLUTION

How did you select this firm and what were the deciding factors?

We did an interview via Zoom and had a really positive experience meeting the team and learning about their services.

Describe the project in detail and walk through their service package.

Reviewing reports of clients who have a pending cancellation and organizing and delivering that data to our team members so we can do organized and strategic customer outreach to keep those policies from cancelling.

How many resources from the vendor's team worked with you, and what were their positions?

1

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Their involvement allows my team to continue to be client facing instead of buried with remedial tasks behind the scenes.

How effective was the workflow between your team and theirs?

Very effective. Training and communication is and was very thorough.

What did you find most impressive or unique about this company?

We're impressed with their consistent check-ins and receptiveness to our feedback to make sure their team member is performing to our expectations.

Are there any areas for improvement or something they could have done differently?

None.

BACKGROUND

Please describe your company and your position there.

Insurance agency / broker. My position is owner and manager.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

We were looking for a Virtual Assistant to help with back office procedures like entering policy information, billing, client communication, and other back office activities.

SOLUTION

How did you select this firm and what were the deciding factors?

We selected Fusion First because of them giving us a 30 day trial at half the usual price and found them to be very friendly and accomodating.

Describe the project in detail and walk through their service package.

The VA has helped to add policies into our agency management system, review the policies for accuracy, send policies to our clients, and generate invoices.

How many resources from the vendor's team worked with you, and what were their positions?

Our VA and his two managers.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Our VA has entered in several policies correctly, and has adapted well to any changes or corrections needed.

How effective was the workflow between your team and theirs?

The workflow has been good, sometime Microsoft Meets is a little hard to navigate when sharing screens.

What did you find most impressive or unique about this company?

I'm impressed with their dedication to ensuring I was satisfied with their service, constant follow-up, and ability to appropriately help me communicate with by VA.

Are there any areas for improvement or something they could have done differently?

I would not change anything at this time, I have found them very helpful and useful for my agency.

BACKGROUND

Please describe your company and your position there.

Preseed accelerator

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

Needed a marketing coordinator to schedule Facebook Ads, Linkedin post, build cold email lists using Apollo, and coordinate online events.

SOLUTION

How did you select this firm and what were the deciding factors?

Needed a BPO agency that can fulfill the requirement and promise us a certain standard of quality. Fusion First presented multiple candidates and we ended up choosing Bharat. For us it was the commitment that there would be no downtime. And the event Bharat leaves they will be to onboard the next individual within a few days. Plus FF documents everything so makes things easier.

Describe the project in detail and walk through their service package.

They had multiple individuals available for all sorts of projects. Offering PT or FT hires.

How many resources from the vendor's team worked with you, and what were their positions?

1 FT hire only. Great so far. No complaints. We are super happy with Bharat and the FF team.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Great success. Tasks get done on time and there have been no issues.

How effective was the workflow between your team and theirs?

Great communication - we chat on slack during EST business hours.

What did you find most impressive or unique about this company?

They are always ready to help and super flexible in meeting our requirements.

Are there any areas for improvement or something they could have done differently?

Would be great to see some of the actual documents they create for the processes we assign the individual.

BACKGROUND

Please describe your company and your position there.

Retail P&C Insurance Agency President

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

We hired Fusion to help us fulfil our virtual assistant needs.

SOLUTION

How did you select this firm and what were the deciding factors?

Fusion appeared to have significant experience with virtual assistants, they have a strong team supporting their VAs, and their costs were the most reasonable.

Describe the project in detail and walk through their service package.

Fusion provides a virtual assistant with knowledge in a few insurance processes.

How many resources from the vendor's team worked with you, and what were their positions?

4

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

They have gotten better and better throughout the process. Very pleased with their work.

How effective was the workflow between your team and theirs?

Our workflow is very effective.

What did you find most impressive or unique about this company?

Responsiveness

Are there any areas for improvement or something they could have done differently?

No

BACKGROUND

Please describe your company and your position there.

Suburban General Insurance Agency is an independent insurance agency providing insurance to both Personal & Commercial customers

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

Fusion First handles repetitive tasks that would typically be assigned to an office based employee

SOLUTION

How did you select Fusion Business Solutions (P) Limited and what were the deciding factors?

Recommendations, free trial month which allowed up to work with Fusion First risk free

Describe the project in detail and walk through their service package.

This is not a single project, but a full time remote employee performing admin repetitive tasks such as certificates of insurance, ID card issuance, billing, etc..

How many resources from the Fusion Business Solutions (P) Limited team worked with you, and what were their positions?

We have worked with one employee for our entire tenure with Fusion First

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

The engagement continues to reduce our bottom line expense while providing exceptional back-end service for the agency

How effective was the workflow between your team and theirs?

Workflow has been a simple process. We provide the procedures, and simply review via a Zoom meeting which is recorded and replayed as needed by Fusion First

What did you find most impressive or unique about this company?

Their ability to keep costs under control over a long time while delivering on their service promises is impressive.

Are there any areas for improvement or something they could have done differently?

At this point, there is no areas of improvement to discuss

BACKGROUND

Please describe your company and your position there.

CEO of large insurance agency

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

We were starting a book roll and needed a large amount of data to be individually pulled from carriers. I was up at 3AM on a Saturday morning, unable to sleep thinking about the workload when I remembered an email advertisement I received. I signed into my work computer and replied. Monday, I was promptly contacted and signed up immediately.

SOLUTION

How did you select this agency and what were the deciding factors?

We had used offshore services, based in Philippines previously with poor results. We tried Fusion, as we are able to cancel at any time. It's been 2 years, we have had the same employee, and have been very happy.

Describe the project in detail and walk through the stages of the project.

We originally started with Fusion to tackle a book roll, but found they were capable of so many additional items. We rely on them to update our management system, quoting, endorsements, and team support.

Describe the recruitment process in detail.

The training was so simple. The team recorded the training tasks while we demonstrated on our computers so they could review that training, should a review be necessary. We only had to review once.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We only planned on working with Fusion during our book roll. Their service is so great, we have been continuous clients for 2.5 years.

How effective was the workflow between your team and theirs?

Workflow is excellent. The company matches our U.S. work hours, so tasks may be sent and received immediately

What did you find most impressive or unique about this company?

Easy training. They worked when we worked and completed their tasks quickly and efficiently.

Are there any areas for improvement or something they could have done differently?

None

BACKGROUND

Please describe your company and your position there.

Property and Casualty Insurance Agency. Owner and COO

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

We needed trained backend support for policy servicing.

SOLUTION

How did you select this firm and what were the deciding factors?

We were already familiar with using outsourced backend support. Excellent communication of available services, prior knowledge and pricing helped us make our decision.

Describe the project in detail and walk through their service package.

Now our outside support staff manages policy changes and assist our agents with rating.

How many resources from the vendor's team worked with you, and what were their positions?

We have one ongoing outside support staff.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Relieving our front end staff from operational task that can be outsourced has helped inside staff more quickly attend to client facing transactions.

How effective was the workflow between your team and theirs?

Because of the outside staff member's familiarity with our software, our workflow is moving along very well.

What did you find most impressive or unique about this company?

Their management's commitment to a smooth transition to using their services is outstanding!

Are there any areas for improvement or something they could have done differently?

So far, the only improvement needed is our agency's own efforts in dedicating more time to introduce specific transaction protocols needed for outside staff to be 100% familiar with our systems. When a gap in knowledge is discovered, outside staff is quick to request support, learn and implement.

BACKGROUND

Please describe your company and your position there.

We provide the talent and critical analysis, that enables companies to make the best hiring decisions, quickly, to lead their most essential teams.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions (P) Limited?

our company was quickly growing, so we needed a research team to handle out project-based searches

SOLUTION

How did you select this firm and what were the deciding factors?

We considered multiple different off shore research companies

Describe the project in detail and walk through their service package.

They worked on a challenging lower-level search for a mechanical design and controls systems engineer for an Autonomous marine vehicle company located in the Bay Area. They did a fantastic job of tackling this challenge by providing us with numerous viable candidates.

How many resources from the vendor's team worked with you, and what were their positions?

I have an project manager who oversees our research team which has is growing rapidly as we work together and recognize the value they provide.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

The research team we work with communicates effectively, takes feedback constructively, and improves on a daily basis. We filled both positions in our regular target time of less than 60 days to signed contract

How effective was the workflow between your team and theirs?

Once we implemented 2 meetings a day and clear expectation the workflow has been efficient

What did you find most impressive or unique about this company?

ROI is great

Are there any areas for improvement or something they could have done differently?

Work with staff to improve their English skills and include video cameras for research staff

BACKGROUND

Please describe your company and your position there.

We are a mid-sized broker of property & casualty insurance in addition to group benefits.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Fusion Business Solutions Pvt Ltd?

Cost effective staffing has been very difficult to come by. Despite continued investment in technology and automation our industry is still heavily reliant on manual processing and entry.

SOLUTION

How did you select this firm and what were the deciding factors?

Fusion was able to provide turnkey high quality support. Thier employees have excellent general knowledge of the industry and have been able to learn our systems and processes incredibly quickly.

Describe the project in detail and walk through their service package.

Various back office, quality control.

How many resources from the vendor's team worked with you, and what were their positions?

We have 2.5 employees working for us in addition to the support of their management and subject matter experts.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

We have seen an improvement in turnaround time, quality of work, consistency and most importantly employee morale.

How effective was the workflow between your team and theirs?

Working with their team has helped us focus our workflows and streamline they considerably.

What did you find most impressive or unique about this company?

Their knowledge of the industry, ability to learn, and level of independence are impressive.

Are there any areas for improvement or something they could have done differently?

Very happy so far.