FBSPL- Fusion Business Solutions (P) Limited

BACKGROUND

Please describe your company and position.

I am the Service Advocate Director of an insurance broker company 

Describe what your company does in a single sentence.

Commercial, Personal and Employee Benefits Insurance broker.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire FBSPL- Fusion Business Solutions (P) Limited to accomplish?

• Policy Processing
• Certificate Processing and Issuing

SOLUTION

How did you find FBSPL- Fusion Business Solutions (P) Limited?

Online Search

Why did you select FBSPL- Fusion Business Solutions (P) Limited over others?

• Good value for cost
• Experience

How many teammates from FBSPL- Fusion Business Solutions (P) Limited were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They assist in the processing of renewal policies with the same carrier and requesting any necessary changes.  Processing is being done utilizing our workflow and documentation.  Communication for questions is done utilizing Teams, Email and also participating in Zoom meetings.  

Work status of assigned activities are tracked and reveiwed utilizing a shared file in teams and we also are provided with weekly summaries. Pending is the starting of Certificate processing and issuing. The processing backlog has been eliminated allowing our support team the capacity to assist in other tasks, in return allowing our Servicers to better serve our clients and increase their book of business.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Per their assistance and an increase in our support staff our processing backlog has been eliminated.  
• Allowing our support staff to take on additional tasks to assist our servicers which increases the servicers capacity.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We have worked well together to set up the workflows to coincide with our workflows. Assigned tasks are completed promptly and thoroughly and we continue to work to enhance the work. They are also very responsive and communicate well.

What was your primary form of communication with FBSPL- Fusion Business Solutions (P) Limited?

• Virtual Meeting
• Email or Messaging App

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

They had experience in our programs and were able to get started quickly once we communicated and established the workflows.

Are there any areas for improvement or something FBSPL- Fusion Business Solutions (P) Limited could have done differently?

Nothing that I can think of.

BACKGROUND

Please describe your company and position.

I am the President of Petschauer Insurance

Describe what your company does in a single sentence.

We provide insurance services for your personal, business and life insurance needs

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fusion Business Solutions (P) Limited to accomplish?

• Back off Support for our Account Executives
• Supporting our AE's with quoting
• Contacting Clients for their billing needs

SOLUTION

How did you find Fusion Business Solutions (P) Limited?

email

Why did you select Fusion Business Solutions (P) Limited over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Fusion Business Solutions (P) Limited were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Assist the Account Executives with sales and marketing efforts and provide very responsive customer service for our clients and prospects.
• Reporting, Processing and Follow Up of all Personal Claims
• Promote our Brand to Enhance our Client Experience

Key Deliverables:

•  Develop a working knowledge of entire agency office procedures, agency automation system (EPIC) and insurance rating systems.
• Collect information and data to keep accounts and files accurate
• Process new business policies, renewals and endorsements
• Manage administrative projects such as:  change requests, certificates, cancellations/reinstatements, evidence of insurance requests, billing inquiries, LPR’s, summaries of insurance, binders and recommendations from risk control.
• Maintain suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue items.
• Assist in the handling of claims including reporting and following-up on claims progress with company and clients.
• Support AE’s in quoting of new business and additional coverages

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Talented, smart and dedicated employees that are eager to learn, grow and accomplish the goals we set for them
• They listen well to instructions
• They are open to feedback to improve and offer their own feedback
• They establish good collaboration and communication to accomplish our goals

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project time managament was excellent

What was your primary form of communication with Fusion Business Solutions (P) Limited?

Virtual Meeting

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

Fusion Business Solutions (P) Limited's professionalism, employees, and supportive management were impressive.

Are there any areas for improvement or something Fusion Business Solutions (P) Limited could have done differently?

none at this time

BACKGROUND

Please describe your company and position.

I am the CFO of Toste Insurance Services

Describe what your company does in a single sentence.

Toste Insurance Services, Inc., located in Modesto, CA, is an independent insurance agency that offers a range of insurance products and services. Their primary focus is on providing personalized insurance solutions to meet the needs of individuals, families, and businesses in the local community. The key services they offer include:

• Personal Insurance: 
  • This includes auto, home, renters, life, and health insurance.
  • They work with clients to ensure they have the appropriate coverage for their personal needs and circumstances.
• Commercial Insurance:
  • This covers a variety of business insurance products such as general liability, commercial property, workers' compensation, and business auto insurance. 
  • They help businesses protect their assets and operations against various risks.
• Specialty Insurance:
  • They offer specialized insurance policies tailored to unique needs, which can include coverage for specific industries or particular types of risks.
• Consultation and Customer Service: 
  • Toste Insurance Services provides expert advice and guidance to help clients understand their insurance options and make informed decisions.
  • They emphasize customer service and aim to build long-term relationships with their clients.

Overall, Toste Insurance Services, Inc. aims to provide comprehensive insurance solutions with a focus on personalized service and client satisfaction.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fusion Business Solutions (P) Limited to accomplish?

• Help in our service department

SOLUTION

How did you find Fusion Business Solutions (P) Limited?

Online Search

Why did you select Fusion Business Solutions (P) Limited over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Fusion Business Solutions (P) Limited were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

• Contacting clients for renewal information
• requesting loss runs
• notices sent out to clients for late pays or cancellations
• certificates
• renewal tracking 
• acord updates
• daily downloads

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Work being completed correctly, happy staff and clients. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Everything is always done in a timely fashion. 

What was your primary form of communication with Fusion Business Solutions (P) Limited?

Virtual Meeting

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

They are friendly and professional and ask for more work when needed. 

Are there any areas for improvement or something Fusion Business Solutions (P) Limited could have done differently?

Not at this time

BACKGROUND

Please describe your company and position.

I'm an executive at Bottom Line Insurance Services

Describe what your company does in a single sentence.

Bottom Line Insurance Services excels at providing top level service and Bottom Line rates to companies that offer Employee Benefit Plans.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fusion Business Solutions (P) Limited to accomplish?

• Keep up with our level of service with regards to managing Ease for our clients

SOLUTION

How did you find Fusion Business Solutions (P) Limited?

Online Search

Why did you select Fusion Business Solutions (P) Limited over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Fusion Business Solutions (P) Limited were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Fusion has supplied a qualified representative to assist us with our Insurance Agency. Specifically working with our client's Ease online systems to keep up with enrollments/terminations, notating our CRM and follow ups when necessary. They also conduct monthly audits on the accounts to ensure Ease membership matches the carrier membership. Our representative has also assisted us with our Linked In profile to gain connections in order to set appointments to grow our agency.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

All monthly enrollment audits have been completed and discrepancies were uncovered and taken care of correctly. Our Linked In profile has gained connections and we are working on the next step of actual appointments for new business.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Our representative is backed up with a team and they have all been very responsive and attentive to our needs. Communication has been very good when scheduling and completing specific Audit/projects.

What was your primary form of communication with Fusion Business Solutions (P) Limited?

• Virtual Meeting
• Email or Messaging App

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

That we are able to collaborate and do most of the required work virtually as well as they are open to in person Zoom meetings and communication when needed.

Are there any areas for improvement or something Fusion Business Solutions (P) Limited could have done differently?

They’ve met and exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the Recruiting Partner of a human resources company

Describe what your company does in a single sentence.

We are the recruiting company of choice for clients and candidates.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fusion Business Solutions (P) Limited to accomplish?

• Increase Productivity
• Expand Market Reach
• Optimize business operations
• Streamline operations

SOLUTION

How did you find Fusion Business Solutions (P) Limited?

• Online Search
• Outreach on LinkedIn

Why did you select Fusion Business Solutions (P) Limited over others?

• Pricing fit our budget
• Good value for cost
• Professionalism and transparency from the initial conversation

How many teammates from Fusion Business Solutions (P) Limited were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of Work with FusionFirst: 

The scope of work with FusionFirst encompasses a comprehensive range of virtual assistant services tailored to meet specific business needs. Their team of highly skilled virtual assistants collaborates closely with me to understand my requirements and provide efficient support across various domains. The scope of work includes, but is not limited to, the following areas: 

1. Administrative Support: 
   1. Researching candidate and client leads
   2. Managing calendars and scheduling appointments
   3. Updating Salesforce database with new leads
   4. Gathering data and preparing reports
2. Project Coordination and Support:
   1. Assisting in project planning, tracking, and coordination
   2. Conducting research and preparing project-related documentation
   3. Collaborating with team members to ensure project milestones are met

Summary of Key Deliverables: 

The key deliverables from FusionFirst include: 

1. Timely and Efficient Task Completion: FusionFirst ensures that tasks and assignments are completed within the agreed-upon timeframes, allowing me to stay on schedule and meet important deadlines. 
2. Accurate and Reliable Assistance: FusionFirst provides accurate and reliable support, ensuring that tasks are executed with attention to detail and adherence to requirements and standards. 
3. Enhanced Productivity and Efficiency: By outsourcing tasks to FusionFirst,I was able to improve productivity and efficiency and focus on high-value activities while routine tasks are handled effectively by my virtual assistant. 
4. Customized Solutions and Flexibility: FusionFirst tailored their services to align with my unique needs, providing customized solutions and the flexibility to adapt to changing requirements. 

In summary, the key deliverables from FusionFirst encompass timely and accurate completion of tasks, increased productivity, customized solutions, and flexibility to meet the specific needs of my business.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1. Increased Candidate Pipeline: FusionFirst VA's contributes to expanding my candidate pool, resulting in a larger and more diverse talent pipeline. Measurable outcomes include a higher number of qualified candidates for each position and increased engagement from potential candidates. 
2. Improved Time-to-Fill: FusionFirst VA's expertise in candidate sourcing, screening, and coordination streamlined the hiring process, leading to a reduction in time-to-fill metrics. Measurable outcomes include a shorter time between job requisition and successful placements, ensuring faster turnaround times for my clients.
3. Higher Quality Placements: FusionFirst VA's thorough candidate assessment and screening processes contributes to higher quality placements. Measurable outcomes include improved candidate fit and positive feedback from clients on the caliber of candidates provided.
4. Increased Revenue and Growth: Working with FusionFirst VA can help drive revenue growth. Measurable outcomes may include an increase in billable placements, higher placement fees, and improved financial performance overall. 
5. Time and Cost Savings: By leveraging FusionFirst VA services, I achieve measurable time and cost savings. This can be measured by comparing the time and resources spent on internal recruitment efforts versus the efficiency and cost-effectiveness of outsourcing to FusionFirst VA.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

FusionFirst's project management approach is characterized by its commitment to delivering items on time and catering to my unique needs. Here's an overview of how they accomplish these objectives: 

1. Effective Planning and Scheduling: FusionFirst began the project by meticulously planning and scheduling tasks and milestones. They work closely with me to understand my project requirements, timelines, and deliverables. By establishing clear objectives and timelines from the start, they laid the foundation for successful project management. 
2. Proactive Communication: FusionFirst emphasizes proactive and transparent communication throughout the project lifecycle. They ensure regular updates and progress reports, keeping me informed about the project's status, potential challenges, and any adjustments needed to meet deadlines. Their team is readily available to address any questions or concerns I have, fostering a collaborative and responsive working relationship.
3. Skilled Resource Allocation: FusionFirst carefully allocates resources to my project based on the required skill sets and expertise. They leverage their team's diverse skill pool and experience to ensure that the right individuals are assigned to each task. By matching resources effectively, they optimize productivity and minimize delays.
4. Agile Methodology: FusionFirst adopts an agile project management methodology, enabling them to adapt to changing project requirements and priorities. This approach allows for flexibility and quick adjustments, ensuring that they can respond promptly to evolving needs while maintaining focus on delivering items on time.
5. Continuous Monitoring and Risk Mitigation: FusionFirst monitors project progress closely, regularly reviewing milestones, tasks, and timelines. They identify any potential risks or bottlenecks early on and take proactive measures to mitigate them. By actively managing risks, they minimize disruptions and maintain the project's momentum.
6. Client-Centric Approach: FusionFirst is dedicated to understanding and addressing my specific needs. They actively listen to my requirements, preferences, and feedback, ensuring that their project management approach aligns with my expectations. They strive to deliver personalized solutions that cater to my unique business objectives.
7. Timely Issue Resolution: Should any issues or challenges arise during the project, FusionFirst takes immediate action to resolve them. They prioritize problem-solving and leverage their expertise and experience to find efficient solutions. Their commitment to addressing issues in a timely manner helps maintain project timelines and deliver items on time.

What was your primary form of communication with Fusion Business Solutions (P) Limited?

• Virtual Meeting
• Email or Messaging App

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

FusionFirst stands out for their dedication to customization and personalized solutions. They understand my unique needs and requirements, and they tailor their services accordingly. Their team takes the time to understand my specific goals and objectives. FusionFirst's emphasis on quality and attention to detail is also noteworthy. They prioritize delivering accurate and reliable results, ensuring tasks are completed precisely and professionally.

This commitment to quality contributes to the overall effectiveness and value of their services. Furthermore, FusionFirst's proactive and responsive communication is commendable. They maintain transparent and open lines of communication, providing regular updates and promptly addressing any concerns or queries. Their commitment to proactive communication fosters a collaborative and supportive working relationship. 

Overall, FusionFirst's versatility, customization, focus on quality, and proactive communication set them apart as an impressive and unique company in the virtual assistant services industry. Their ability to adapt to diverse business needs and deliver high-quality results is a testament to their expertise and commitment to client satisfaction.

Are there any areas for improvement or something Fusion Business Solutions (P) Limited could have done differently?

Not at the moment.

BACKGROUND

Please describe your company and position.

I am the Account Executive

Describe what your company does in a single sentence.

You are an insurance brokerage firm offering commercial, personal and employee benefits insurance.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fusion Business Solutions (P) Limited to accomplish?

• Processing employee enrollments, terminations and changes
• Quoting our small group clients, completing comparisons and proposals
• Updating our agency management system with current client information

SOLUTION

How did you find Fusion Business Solutions (P) Limited?

Online Search

Why did you select Fusion Business Solutions (P) Limited over others?

Great culture fit, Good value for cost

What was the size of Fusion Business Solutions (P) Limited’s team?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Provides support to Account Managers in our employee benefits department by processing enrollment forms, creating activities, attaches confirmations to our agency management system and updates census details. They quote our small group medical clients, compile our proposals and attach appropriate documents to the agency management system. Track incoming commissions and any other tasks assigned.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Tasks are performed accurately and timely
• communication of progress daily

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All tasks have been delivered on time. Any edits or changes were tracked and corrected going forward.

What was your primary form of communication with Fusion Business Solutions (P) Limited?

Virtual Meeting, Email or Messaging App

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

All training sessions are recorded and a workflow is created for every task. This allows for referencing and minimal errors. The eagerness to learn and positive attitude have been very refreshing.

Are there any areas for improvement or something Fusion Business Solutions (P) Limited could have done differently?

I don't have any recommendations at this time. They are very well organized and have great processes to help their clients be more efficient.

BACKGROUND

Please describe your company and position.

I am an executive of (a/an) Consulting

Describe what your company does in a single sentence.

Our company has a deep bench of experts combining decades of Fortune 500 talent acquisition and human resources leadership with a holistic, humanistic approach. We put our people, networks, systems, processes, tools, skills, and knowledge to work to:

• Source, interview, hire, and retain top talent at a fraction of the cost of full-time recruiters
• Provide custom and cost-effective retained search solutions that are customer- and candidate-focused
• Coach and mentor high-achieving professionals as they consciously seek their next level and purpose

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Fusion Business Solutions (P) Limited to accomplish?

• Source candidates in Canada, USA, and Australia
• Find contact details for candidates
• Organize past candidates

SOLUTION

How did you find Fusion Business Solutions (P) Limited?

Referral

Why did you select Fusion Business Solutions (P) Limited over others?

• High ratings
• Good value for cost
• Referred to me

What was the size of Fusion Business Solutions (P) Limited’s team?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Sourcing and Staffing

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Sourced top level candidates
• Provided compensation information based on local market trends

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They have excellent project management, clear communication from all parties, open to learn the clients

What was your primary form of communication with Fusion Business Solutions (P) Limited?

• Virtual Meeting
• Email or Messaging App

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

They are client focused, and enjoy working with new businesses.

Are there any areas for improvement or something Fusion Business Solutions (P) Limited could have done differently?

I'd like to be able to see Cyrus on zoom or Teams vs. just a phone call. I think this is important for communication.

BACKGROUND

Introduce your business and what you do there.

I’m the COO of a company that provides research and state-required notices to secure lean rights for building materials, suppliers, and equipment renters.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Fusion Business Solutions (P) Limited?

We needed additional resources to help us determine who owns the property at each construction site. We were having a hard time hiring enough staff for our California location.

SOLUTION

What was the scope of their involvement?

Fusion Business Solutions (P) Limited provides business consulting services. We provide them with addresses, and they take those and use various property databases and the public assessor’s office at each county to figure out who owns the property. Then, they come back with the property owner and their contact information.

Additionally, Fusion Business Solutions (P) Limited can tell us if the property is publicly, privately, or federally owned. We also give them names of various businesses, and they research and find the contact information and email addresses for those companies.

What is the team composition?

We have one supervisor and 9–10 researchers.

How did you come to work with Fusion Business Solutions (P) Limited?

We found them searching online.

How much have you invested with them?

We’ve spent about $110,000.

What is the status of this engagement?

We began our partnership in January 2022, and it’s ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Fusion Business Solutions (P) Limited has completed the assignments we’ve given them, and they continue to learn our processes and get better as we go along. The team is willing to accept our direction and is open to additional training. In fact, they bring in employees that can grow with the process, as any good employee would.

Overall, they’ve met our expectations. We don’t have any negative feedback about the end product.

How did Fusion Business Solutions (P) Limited perform from a project management standpoint?

We pay them a flat fee, so they never exceed the budget. Moreover, they put in the time to do the work and don’t fall behind.

We typically communicate through email and Zoom meetings.

What did you find most impressive about them?

They’re great; the team is open to changes. If we want to improve something, Fusion Business Solutions (P) Limited takes care of it. They initially weren’t familiar with how property is owned and recorded, so we had to train them. From there, they’ve taken the direction well.

Are there any areas they could improve?

They have a very hierarchical organization. They train supervisors, and then those supervisors go back and train the team. However, we’d often prefer to train directly with the team. 

Do you have any advice for potential customers?

Make sure you dedicate enough time for training.

BACKGROUND

Please describe your company and your position there.

I have been with the company for 22 years. I am now a Sales Coordinator in charge of a team of 3 VMS Coordinators. The company was founded in 1986, is a certified Woman-Owned Business Enterprise (WBE) dedicated to providing the highest quality of job opportunities to our candidates and staffing services to our clients.

We are a full-service staffing firm with experience recruiting and delivering for IT, Accounting & Finance, Administrative & Clerical, Clinical & Scientific, and Marketing disciplines. Our long history in the staffing industry and dedication to excellence are the key differentiators that have fueled our success for over 30 years.

OPPORTUNITY / CHALLENGE

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

We hired Derek to become a part of the VMS Coordinator Team which submits candidates into various VMS tool and also to prepare job requirements to post to job boards.

SOLUTION

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

We worked with you in the past and were happy with the overall performance.

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

Submitting candidates into various VMS tools and preparing job requirements to post to job boards.

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

1 - Derek, VMS Coordinator

RESULTS & FEEDBACK

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

Derek caught on to the process very quickly. He manages his time very well. He is able to accurately do the tasks at hand with little to no supervision.

How effective was the workflow between your team and theirs?

Very effective workflow.. It was a pretty easy transition.

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

They employ very good people. Always attentive to needs and respond very quickly to any requests.

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

In speaking about only Derek, no, he improves daily and everything is fine.

BACKGROUND

Please describe your company and your position there.

I'm the Owner/CEO of a solo Recruitment practice.

OPPORTUNITY / CHALLENGE

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

Recruitment/Sourcing/Initial qualification screening of potential candidates for submittal, interview and hire.

SOLUTION

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

In the meetings with the sales team I felt comfortable. They spelled out the plan and how they worked. I trusted them.

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

On-going recruitment for various positions throughout the year.

Describe the recruitment process in detail.

I provided message templates, job descriptions, and detailed company information to the recruiting partner assigned to me. I also provided key search criteria. He prequalified candidates and set up calls for me so I could do the final vetting and submit them to my clients.

RESULTS & FEEDBACK

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

yes - My assigned recruiting partner, Martin, was successful in finding candidates that were worthy of an interview and many of them got offers. Although the majority of the candidates declined their offers, Martin did his job by keeping the candidate pipeline full and my clients were very happy. He had 2 hires of the candidates he supplied me which more than offset the cost of the service so I am happy with the outcome.

How effective was the workflow between your team and theirs?

Very effective.

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

The work was steady, and the daily feedback was very helpful.

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

no - I think they do a good job, better than any other recruitment sourcers I'd worked with.