Name: FBSPL- Fusion Business Solutions (P) Limited
Address: 459 COLUMBUS AVE #4018, New York, United States, NY, 10024, US
Telephone: (240) 979-0061
Price range: < $25
Rating: 4.8

Keeping You First

FBSPL (Fusion Business Solutions) is a global BPO and business-process management firm, founded in 2006, serving insurance, financial-services, and business-services clients. With a large delivery team and a U.S. office in New York, the firm provides outsourced back-office, finance & accounting, and consulting support.

Working With FBSPL

Min project size
$1,000+
Hourly rate
< $25 / hr
Employees
1,000 - 9,999
Locations
New York, NY
Year founded
Founded 2006

Service Lines

Back Office Outsourcing: 25%
Finance & Accounting Outsourcing (FAO): 20%
Business Consulting: 15%
Data Annotation Services: 8%
Customer Service Outsourcing: 5%
Content Writing Services: 3%
Search Engine Optimization: 3%
AI Consulting: 2%
Business Continuity Management: 2%
Content Marketing: 2%
Financial Consulting: 2%
Graphic Design: 2%
Insurance Services & Brokers: 2%
Pay Per Click: 2%
Social Media Marketing: 2%
UX/UI Design: 2%
Web Design: 2%
Performance Marketing: 1%

Select Focus Area

Back Office Outsourcing

Virtual Assistant: 35%
Claims Processing: 20%
Data Entry & Processing: 20%
Medical Billing Services: 10%
Payment Processing: 10%
Writing & Content Creation Outsourcing: 5%

Business Consulting Focus

Business Process Management Consulting: 20%
Change Management Consulting: 20%
Strategy Development Consulting: 18%
Business Intelligence Consulting: 10%
Business Transformation Consulting: 10%
Management Consulting: 10%
Operational Change Consulting: 10%
Talent Consulting: 2%

Industries

Insurance: 20%
Business services: 15%
Financial services: 15%
Advertising & marketing: 5%
Other industries: 5%
Telecommunications: 5%
Automotive: 3%
Contracting: 3%
Education: 3%
Hospitality & leisure: 3%
Information technology: 3%
Manufacturing: 3%
Media: 3%
Real estate: 3%
Retail: 3%
Supply Chain, Logistics, and Transport: 3%
eCommerce: 3%
Construction: 2%

Clients

Midmarket ($10M - $1B): 40%
Small Business (<$10M): 40%
Enterprise (>$1B): 20%

Back Office Outsourcing Finance & Accounting Outsourcing (FAO) Data Entry & Processing

Pricing Snapshot

Min. project size $1,000+

Avg. hourly rate < $25 /hr

Rating for cost 4.8 /5

What Clients Have Said

FBSPL offers competitive pricing and high value, with clients highlighting affordability and budget alignment. Most engagements involve 2-5 team members, with costs ranging from $2,500 to $110,000, depending on project scope and duration, demonstrating flexibility and scalability.

This summary is based on verified Clutch reviews.

Most Common Project Size

$10,000 - $49,999 based on 70 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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FBSPL- Fusion Business Solutions (P) Limited Review Insights

Overall Review Rating

4.8

Quality 4.7
Schedule 4.8
Cost 4.8
Willing to Refer 4.8

Top Mentions

Review Highlights

Support in Business Growth and Efficiency

FBSPL's services have allowed clients to improve business efficiency and focus on growth. By handling repetitive and administrative tasks, they enable internal teams to concentrate on strategic and revenue-generating activities.
Adaptability to Client Needs

FBSPL is noted for their adaptability to client needs, tailoring their services to align with specific business requirements. Clients appreciate their flexibility in adjusting to changes and their commitment to continuous improvement.
Challenges with Time Zone Differences

Some clients have experienced occasional communication delays due to time zone differences. Establishing more overlapping working hours or dedicated points of contact during client business hours could improve collaboration.
Strong Project Management Skills

Clients commend FBSPL for their strong project management capabilities, characterized by detailed planning, timely delivery, and effective communication. They are noted for their ability to manage projects seamlessly, address client needs promptly, and maintain a high level of organization.
Proficiency in Accounting Services

FBSPL- Fusion Business Solutions (P) Limited is highly praised for their expertise in accounting services. Clients appreciate their ability to handle complex accounting tasks, enhance financial processes, and deliver accurate results on time. Their adaptability to new systems and proactive communication are frequently highlighted.
Expertise in Insurance Industry

FBSPL has demonstrated significant expertise in the insurance industry. Clients value their understanding of industry-specific processes, ability to integrate with insurance management systems like Applied Epic, and their contribution to streamlining insurance operations.

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FBSPL- Fusion Business Solutions (P) Limited Reviews

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Data Annotation Services Insurance Services & Brokers
Business Insurance
Confidential
Oct. 2021 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They continue to improve and follow directions well."

Apr 2, 2024

Commercial Lines Manager, Insurance Brokerage

Anonymous

Financial services
Woodridge, Illinois
11-50 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited provides data entry services for an insurance firm. The team’s tasks include compiling necessary information for renewals, new businesses, proposals, and special projects.

The client is happy with Fusion Business Solutions (P) Limited’s work, which meets expectations. The team delivers tasks on time and communicates effectively with the client to keep projects moving forward. Their dedicated resources assigned to the client have also been truly helpful and impressive. This review is an update by the client company. The original content is located below the new review.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Commercial Lines Manager of an insurance brokerage.

Describe what your company does in a single sentence.

Insurance Broker

OPPORTUNITY / CHALLENGE

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

Help with data input

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 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 helped with data entry, compiling information needed for renewals and new business, proposals, special projects.

RESULTS & FEEDBACK

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

This is an ongoing service. They continue to improve and follow directions well.

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

Most items are completed by date requested. If there is something that cannot be done in time Fusion lets me know and asks for direction on if they need to move items up or down the list.

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?

I enjoy having a dedicated person we work with. Makes training much easier.

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

None.

UPDATED REVIEW

This review was published on (08/25/2022)
Manager, Insurance CompanyFinancial services

Woodridge, Illinois

1-10 Employees

Sep 2021 - Ongoing

Less than $10,000

Verified

Project summary
Fusion Business Solutions (P) Limited has been hired by an insurance company for assistance in improving their processes. Their work includes entering apps into the client's system and creating proposals.

Feedback summary
Thanks to Fusion Business Solutions (P) Limited's efforts, the client has saved more time, allowing them to work on more important tasks. The team communicates with the client weekly and sets up Zoom meetings as needed. In addition, they listen and respond positively to feedback.
BACKGROUND

Please describe your company and your position there.

I am the manager of a Insurance Broker who deals primarily in commercial insurance.

OPPORTUNITY / CHALLENGE

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

Our company uses Fusion to help streamline the data entry of the work. This includes entering applications into our system, doing proposals, starting our renewal process and helping with special projects like putting a template together.

SOLUTION

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

I was not involved in the beginning of narrowing down the firms but the final decision was made based off speaking to other agents who used Fusion and confirming the quality of their work.

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

Our contact helps us streamline our process by doing the data work that would take our employees away from clients. Them doing things like our proposal or applications allows our team more balance in their job.

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

We have one account manager and one team member we work with daily.

RESULTS & FEEDBACK

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

Being able to have them work on the data side things has saved our team time and allowed them to work on other items.

How effective was the workflow between your team and theirs?

Fusion communicates weekly on feedback about who you work with and making sure to set up zooms to go over processes and questions.

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

They take direction fairly well. If they are doing something differently than what you want, they will listen to your direction and make the changes.

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

At first there is a learning curve and the time it takes them to get something done is longer than if you did it yourself but once they have the process down they do speed it up.
Star Ratings
Overall rating: 4

Quality: 4

Cost: 5

Schedule: 5

Willing to refer: 4

RATINGS

5.0

Back Office Outsourcing
$10,000 to $49,999
Jan. 2023 - Ongoing

4.5

Quality: 4.0

Schedule: 4.5

Cost: 4.5

Willing to Refer: 3.5

"They're quick to learn each task."

Mar 28, 2024

Member, Insurance Company

Anonymous

Financial services
Sandy, Utah
11-50 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited provides back-office support for an insurance company. The team is responsible for data entry, form processing, endorsements, and quoting.

The client is satisfied with Fusion Business Solutions (P) Limited’s services. The team's ability to quickly understand each task has been truly commendable. The partners interact mainly through virtual meetings.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am a Member

Describe what your company does in a single sentence.

Commercial Insurance Brokers

OPPORTUNITY / CHALLENGE

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

Back office help

SOLUTION

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

Clutch Site

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

High ratings

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.

Data input, accord forms, endorsements, quoting

RESULTS & FEEDBACK

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

ability to perform the duties outlined.

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

They're quick to learn each task.

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?

speed of learning

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

more training for the associates prior to being assigned to us. more insurance knowledge before coming on board.

RATINGS

4.5

Back Office Outsourcing
Data Entry & Processing
Confidential
Sep. 2023 - Ongoing

4.5

Quality: 4.5

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We appreciate that they do things the way we want instead of imposing a process."

Mar 22, 2024

VP, Doyle & Ogden Insurance

Shannon Heads

Financial services
Grand Rapids, Michigan
11-50 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited provides support services for an independent insurance agency. The team’s goal is to improve the capacity of the client’s existing staff.

Thanks to Fusion Business Solutions (P) Limited, the client’s staff has improved their ability to focus on more complicated tasks. The team manages the engagement well and have great time management skills. Moreover, they’ve also been flexible in terms of adapting to the client’s processes.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the VP of Doyle & Ogden Insurance

Describe what your company does in a single sentence.

Independent Insurance Agency

OPPORTUNITY / CHALLENGE

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

greater capacity for existing staff

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?

2-5 Employees

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

Support for insurance operations

RESULTS & FEEDBACK

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

ability for staff to focus on more complicated tasks.
output for certain processed tasks

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

yes, any special projects have been handled on time, and they are meeting the SLA's we agreed on for tasks that come in throughout the day

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

Email or Messaging App

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

We appreciate that they do things the way we want instead of imposing a process.

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

nothing comes to mind

RATINGS

4.5

Back Office Outsourcing Customer Service Outsourcing
Email Support Services Data Entry & Processing
Less than $10,000
Feb. 2021 - Mar. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We commend the integrity of the workers and the company."

Mar 8, 2024

Owner, Alliance General Insurance Agency, LLC

Molly Vieyra-Smith

Other industries
Greenwood Village, Colorado
1-10 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited provided back office support for an insurance sales and services agency. The team was responsible for process changes, endorsements, policy renewals, and requotes.

Fusion Business Solutions (P) Limited’s work has been met with positive acclaim, thanks to their transparency of progress. The team was highly responsive and adaptable to changes, and internal stakeholders praised the service provider's integrity.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Owner of Alliance General Insurance Agency, LLC

Describe what your company does in a single sentence.

Insurance sales and service

OPPORTUNITY / CHALLENGE

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

back office support
customer service processing

SOLUTION

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

email contact

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

Great culture fit
Good value for cost
Company values aligned
sales person was very good

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.

We hired and continue to use FBSPL to process changes, endorsements, review policy renewals, provide requotes for renewals, send renewal letters, send cancellation reminders, do download reports, create and update excel spread sheets regarding download renewal and changes, and offer input on more efficient ways to run our agency.

RESULTS & FEEDBACK

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

we receive daily email stating what will be accomplished each day and then at the end of each day a lisr of what all was done.

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

Very responsive to our needs and adaptable to our changing needs.

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?

We commend the integrity of the workers and the company.

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

No, there's nothing they need to improve on.

RATINGS

5.0

Accounting Business Consulting Recruiting
Less than $10,000
Sep. 2023 - Feb. 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They were superb in responding and delivering the tasks."

Mar 6, 2024

Director Owner, MFAIR Services Ltd

Francesca Furlanetto

Other industries
London, England
1-10 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited was hired by an HVAC business to provide admin support. The team worked on admin assistance, data collecting and saving strategies, accounting, and recruiting.

Thanks to Fusion Business Solutions (P) Limited's efforts, the client saw an increase in their lead conversion rate. The team was responsive and committed to delivering tasks beyond what was required. Their integrity and understanding of the business allowed them to create bespoke services.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director Owner of MFAIR Services Ltd

Describe what your company does in a single sentence.

HVAC Business - Air conditioning, ventilation, Refrigeration services

OPPORTUNITY / CHALLENGE

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

Admin Support and Business Admin improvement strategies

SOLUTION

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

They approach me

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

High ratings
Great culture fit
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.

Admin work assistance,
Admin work data collecting and saving strategies,
Accounting Bookkeeping services,
Recruiting services

RESULTS & FEEDBACK

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

The great organisational results and company growth in the procedures developed together increasing our lead conversion increased rate.

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

They were superb in responding and delivering the tasks required doing always more than was required providing excellent services.

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?

The integrity within the business and the huge value they deliver creating bespoke services for the need of their customers without keeping it standard. They aim to understand in details the service, integrity, type of business of their customer adapting to the need that the business require and what it wants to communicate to the market

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

Nothing I can think of right now

RATINGS

5.0

Accounting Back Office Outsourcing
Bookkeeping
Confidential
Jan. 2023 - Ongoing

4.5

Quality: 4.5

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

"We've built a good relationship with them, and they are always willing to help us with whatever we present them."

Feb 8, 2024

Associate Director of Operations & Marketing, Consulting Co

Anonymous

Other industries
Los Angeles, California
11-50 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited provided business process management services for a consulting firm. The team also provided bookkeeping support, reconciling expenses, and account bookkeeper support.

n/a’s work has been met with positive acclaim. The team is efficient, hardworking, and on top of the ball.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Associate Director, Operations and Marketing of a consulting company

Describe what your company does in a single sentence.

Strategy & market intelligence consulting firm for the Precision Medicine industry.

OPPORTUNITY / CHALLENGE

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

Bookkeeping support - reconciling expenses
Scheduling for executives of the firm

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.

Provide Business Process Management services to build more efficient and scalable back-end operations and to assist with the following activities:

Calendar Management – schedule meetings/book travel
Account Bookkeeping support (e.g., expense management and record-keeping)

In addition, Consultant may offer services for other miscellaneous administrative tasks as per the instructions provided by.

RESULTS & FEEDBACK

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

We rely on Leo to reconcile our Abacus expenses weekly with little supervision. He has gained the trust of the Partners of our firm to handle their scheduling.

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

Leo is responsive and keeps us updated on the status of assignments.

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?

Their team is really nice and supportive. We've built a good relationship with them, and they are always willing to help us with whatever we present them.

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

n/a

RATINGS

4.5

Back Office Outsourcing
Less than $10,000
Oct. 2023 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They're able to handle any task we present to them with very little training required."

Feb 7, 2024

VP of Operations, Insurance Agency

Anonymous

Business services
Columbia, South Carolina
11-50 Employees
Online Review

Fusion Business Solutions provides back-office outsourcing for an insurance agency. The team has set up group profiles in the client's database, reviewed data, and entered census data into Microsoft Excel.

Thanks to Fusion Business Solutions' efforts, the client has seen an increase in efficiency and faster turnaround times for their end clients. The team manages any task with little training required. FBSPL is attentive to the client's needs and communicates via email and virtual meetings.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the VP of Operations of a an insurance agency.

Describe what your company does in a single sentence.

Insurance General Agency

OPPORTUNITY / CHALLENGE

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

Back office administrative work

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
Good value for cost
Company values aligned

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.

Setting up new group profiles in our database, reviewing and gathering data to provide accurate quotes, entering census data into Excel

RESULTS & FEEDBACK

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

Increased efficiency and faster turn around times for our clients.

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

They were very attentive to our needs.

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're able to handle any task we present to them with very little training required.

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

RATINGS

5.0

Back Office Outsourcing Customer Service Outsourcing
Claims Processing Data Entry & Processing Virtual Assistant
Less than $10,000
May 2023 - Dec. 2039

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They finish projects on time and are timely, professional, and clear with their responses."

Feb 1, 2024

Operations Manager, Box Insurance Agency

Andrea Nix

Other industries
Grapevine, Texas
11-50 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited provides service support for a commercial insurance agency. The team processes change requests and endorsements, orders loss runs, and downloads clients' documents.

Thanks to Fusion Business Solutions (P) Limited, the client's virtual assistance processes 50-100 tasks a week. The team finishes projects on time and responds to customer queries professionally and clearly. The team communicated via virtual meetings, and their experience with Epic stands out.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Operations Manager of Box Insurance Agency

Describe what your company does in a single sentence.

Commercial Insurance

OPPORTUNITY / CHALLENGE

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

Service Support

SOLUTION

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

Referral

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

High ratings
Pricing fit our budget
Great culture fit
Good value for cost
Referred to me

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.

Process change requests and endorsements
Order Loss Runs
Download client documents from carrier websites

RESULTS & FEEDBACK

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

Our VA processes 50-100 tasks a week.

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

They finish projects on time and are timely, professional, and clear with their responses to the team and clients.

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?

The VA's work our work hours, they have experience with Epic and other software we currently use.

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

So far we are impressed with our VA and even the backup VA.

RATINGS

5.0

Back Office Outsourcing
Confidential
Jan. 2023 - Ongoing

4.5

Quality: 4.0

Schedule: 4.5

Cost: 4.0

Willing to Refer: 4.5

"They're always there to work with us to meet our requirements and change course if needed."

Oct 12, 2023

Operations Director, Insurance Agency

Anonymous

Financial services
Elgin, Illinois
1-10 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited provides back-office outsourcing services to an insurance agency. They create personal line quotations, produce COI, and analyze and provide quotes for policy renewals.

Fusion Business Solutions (P) Limited has helped the client reduce their response time and workload. Their team impresses the client with their availability, flexibility, attentiveness to details, and timely delivery of outputs. Moreover, they communicate well via email and messaging apps.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Operations Director of an insurance company.

Describe what your company does in a single sentence.

We are an independent insurance agency.

OPPORTUNITY / CHALLENGE

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

Help with backroom support

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

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.

Back office support:

Provide customer service and support for the creation of:
- Personal lines quoting
- certificate of insurance (COI) creation
- Renewal quoting and analysis
- Workflow completion

RESULTS & FEEDBACK

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

Measure by reducing response time and reducing the workload for others.

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

Delivered on time. They're always there to work with us to meet our requirements and change course if needed.

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

Email or Messaging App

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

They have a strong attention to detail and process that helps with our industry.

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

Nothing.

RATINGS

4.5

Back Office Outsourcing
Confidential
June - Dec. 2023

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

Oct 10, 2023

Principal, Allegiance First Insurance

Amber Warner

Financial services
Menifee, California
1-10 Employees
Online Review
Verified

Fusion Business Solutions (P) Limited provides back office outsourcing services for an insurance agency. The team manages the client's customer service and offers back office support.

Fusion Business Solutions (P) Limited has demonstrated a high level of reliability, helping scale the client's business. They've ensured timely delivery and promoted stellar communication. The service provider's adaptability and client-oriented approach are key elements of their work.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Principal of Allegiance First Insurance

Describe what your company does in a single sentence.

Insurance Agency

OPPORTUNITY / CHALLENGE

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

Customer Service

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
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.

Back office support, exceptional.

RESULTS & FEEDBACK

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

Communication & Reliability has helped our business. We are very happy!

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

Yes, always communicative and on time.

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

In-Person Meeting
Virtual Meeting
Email or Messaging App

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

We were impressed how adaptive they have been to our business and expectations. Very communicative and will go the extra mile to help will all tasks.

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

Not at this time. N/A

RATINGS

5.0

Showing 71-80 of 104 Reviews

Locations (1)

459 COLUMBUS AVE #4018 New York, NY, United States 10024

6 - 9

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FBSPL- Fusion Business Solutions (P) Limited Review Insights

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Top Mentions

Review Highlights

Support in Business Growth and Efficiency

Adaptability to Client Needs

Challenges with Time Zone Differences

Strong Project Management Skills

Proficiency in Accounting Services

Expertise in Insurance Industry

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