FBSPL- Fusion Business Solutions (P) Limited

BACKGROUND

Please describe your company and position.

I am the Principal of a financial services company

Describe what your company does in a single sentence.

Mid-size commercial lines insurance agency

OPPORTUNITY / CHALLENGE

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

• Back office support
• Improve efficiences

SOLUTION

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

rec'd a marketing email from Fusion

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?

2-5 Employees

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

Daily download of transactions from company websites, renewal of insurance policies in agency management system, updating detail in client file to reflect downloaded changes or renewal policies as issued by the company. Additional services include filing claims, updating claims status in AMS, creating submissions and adding and updating clients in AMS.

RESULTS & FEEDBACK

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

Daily reports on work performed

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

They're highly motivated to create value for our business and eager to perform tasks on a level satisfactory to our business. Very responsive to requests for additional work. Prompt to respond to changing needs or corrections to work.

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?

Responsive & high touch. Great communication

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

not that comes to top of mind

BACKGROUND

Please describe your company and position.

I am the Owner of GovCon Associates LLC

Describe what your company does in a single sentence.

Recruiting & Staffing Firm.

OPPORTUNITY / CHALLENGE

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

• Provide qualified available candidate resumes

SOLUTION

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

Online Search

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

High ratings, Pricing first our budget, Good value for cost

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

2-5 Employees

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

Email or Messaging App

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

Sourcing candidate resumes across various discliplines throughout the US.

RESULTS & FEEDBACK

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

Placement of candidates from resumes that were sourced/submitted.

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

Exceptional turn-around times, in line with provided requirements.

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

We were impressed by the quality of their resources. They had a good team of experienced professionals.

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

There wasn't anything they needed to improve on.

BACKGROUND

Please describe your company and position.

I am the Operations Manager of Staffosaurus

Describe what your company does in a single sentence.

We are a team of recruiters specialized in finding the perfect candidate for current staffing needs.

OPPORTUNITY / CHALLENGE

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

To source qualified candidates

SOLUTION

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

Online Search

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

Good value for cost

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

2-5 Employees

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

Virtual Meeting, Email or Messaging App

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

Outsourcing for qualified candidates, email outreach, contacting candidates to confirm interest and do preliminary screening for scheduled calls with recruiter.

RESULTS & FEEDBACK

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

We're able to consistently hire qualified talents.

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

They're responsive to our needs and seamlessly adjust to our requirements.

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

Their communication to client needs.

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

There were areas that could use improvement such as, finding candidates who match the qualifications for example, licensure and location radius.

BACKGROUND

Please describe your company and position.

I am the VP of Operations of (a/an) Business services

Describe what your company does in a single sentence.

We offer Insurance Coverage for Business Owners and Personal clients

OPPORTUNITY / CHALLENGE

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

• Customer Service proficiency
• timely certificates of insurance
• client data gathering for file updates

SOLUTION

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

Referral

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

Good value for cost

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

Virtual Meeting, Email or Messaging App

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

Customer Service for Commercial Clients. Policy data updates and release of evidence of insurance

RESULTS & FEEDBACK

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

• customer satisfaction

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

All items were completed on time and correct

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

being able to work pst.

Are there any areas for improvement or something {provider_name} could have done differently?

none

BACKGROUND

Please describe your company and your position there.

Executive. Insurance Brokerage. NYC

OPPORTUNITY / CHALLENGE

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

Needed assistance placing information in Agency Management System

SOLUTION

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

Hired Fusion First to aid in data process

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

Many different steps with insureds of all sizes and revenues.

Describe the recruitment process in detail.

Our team highly vetted many data companies, and Fusion was by far our first choice. Over 10 interviews with companies.

RESULTS & FEEDBACK

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

Their work ethic is unmatched.

How effective was the workflow between your team and theirs?

Extremely effective

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

insurance and system knowledge

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

no

BACKGROUND

Please describe your company and your position there.

We are a franchisor of executive search firms. I am responsible for franchise development.

OPPORTUNITY / CHALLENGE

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

We are looking to build a highly targeted contact list of potential prospects based on experience, industry, discipline, and geographic location.

SOLUTION

How did you select this vendor?

We have worked closely on other projects with KB and Abhishek in the past. We are repeat customers.

Describe the scope of their work in detail.

We had an initial call, described our challenges in capturing all of the data we needed in building proper lists. We provided the team with clear parameters (and have had several follow up calls to fine tune based on their results).

What was the team composition?

I've worked most closely with Abhishek and Brooke on this project.

RESULTS & FEEDBACK

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

It is too early to have clear results, however based on some spot checking and preliminary conversations, it appears to be on track for success.

How effective was the workflow between your team and theirs?

They have met all if the established deadlines without issue. We have scheduled by weekly calls as necessary to update on progress or answer any questions that arise.

What did you find most impressive about this company?

They are extremely responsive to email communication regardless of time of day.

Is there any area for improvement or anything that could have been done differently?

No improvement required.

BACKGROUND

Please describe your company and your position there.

We are an insurance brokerage and I am the owner.

OPPORTUNITY / CHALLENGE

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

My company hired fusion for a virtual full time employee.

SOLUTION

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

1. Experience and what the person could do despite being virtual (printing, making and picking up calls, etc.)
2. Price of the service
3. If the person would be able to grow and learn within the business.

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

We have to virtual employees with Fusion.

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

1. An accounting employee 2. A certificates department employee

RESULTS & FEEDBACK

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

For the certificates department, the person has shown to be reliable and able to learn other aspects of an insurance agency.

How effective was the workflow between your team and theirs?

The workflow has been extremely effective.

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

We're impressed with their professionalism and willingness to learn new things.

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

Better systems the employee can follow so that they don't need to wait to tell them they need to do everything.

BACKGROUND

Please describe your company and your position there.

Exec Search - Director

OPPORTUNITY / CHALLENGE

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

Data record updating

SOLUTION

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

used before

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

skill coding needing to be applied to legacy data records - individuals and companies. Plus some additional info gathering to update records

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

one - Jerry Johnson

RESULTS & FEEDBACK

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

admin task, which being outsourced has saved us time internally to get on with our main jobs

How effective was the workflow between your team and theirs?

one to one between Jerry and I, excellent workflow and very efficient

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

The team grasped the technical and complex nuances of the project quickly and delivered high-quality results in a pacey manner

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

There wasn't anything they needed to improve on.

BACKGROUND

Please describe your company and your position there.

Eventus Wholehealth is an integrated care provider to medically vulnerable adults residing in Assisted Living and Skilled Nursing Facilities

OPPORTUNITY / CHALLENGE

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

We had several data entry projects that needed someone that we could depend on.

SOLUTION

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

We looked at several different BPO firms and Fusion stood out for their communication and management style. They're very easy to work and communicate with whenever there are issues to ensure quality.

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

We would provide lists of several thousand data entries that needed to be done. The team would provide a daily update on their progress as well as mark on each entry when they were completed. It was a very auditable system.

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

Our main point person was the account manager

RESULTS & FEEDBACK

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

We've been able to hand additional projects to them with little oversight after the initial training

How effective was the workflow between your team and theirs?

Very efficient. We communicate constantly through TEAMS chats.

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

Their audit system. They keep very detailed records of their progress.

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

Sometimes their productivity is less than what we would get from a US based resource per hour.

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