Accounting Services for Insurance Company
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Accounting
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Auto Insurance Business Insurance Home Insurance Property Insurance Umbrella Insurance
- $10,000 to $49,999
- Oct. 2025 - Ongoing
- Quality
- 5.0
- Schedule
- 4.5
- Cost
- 4.5
- Willing to Refer
- 4.0
"FBSPL- Fusion Business Solutions (P) Limited's professionalism, timeliness, and work ethic stood out."
- Insurance
- Lakeville, Minnesota
- 1-10 Employees
- Online Review
- Verified
FBSPL- Fusion Business Solutions (P) Limited provides accounting services for an insurance agency. The team is responsible for preparing applications for new businesses and processing audits and policies.
FBSPL- Fusion Business Solutions (P) Limited has completed the assigned tasks on time. The team communicates well with the client regarding the status of tasks and excels at prioritizing them. FBSPL- Fusion Business Solutions (P) Limited's professionalism, timeliness, and work ethic are commendable. 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 Account Manager- Team Lead of an insurance company.
Describe what your company does in a single sentence.
Independent Insurance Agency
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire FBSPL- Fusion Business Solutions (P) Limited to accomplish?
- Account management tasks
- New business application preparation
SOLUTION
How did you find FBSPL- Fusion Business Solutions (P) Limited?
Referral
Why did you select FBSPL- Fusion Business Solutions (P) Limited over others?
- Good value for cost
- Referred to me
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.
Issue certificates. Process Endorsements, audits, and policies.
Prepare applications for new business and entering into management system.
Carrier correspondance.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Timely completion of daily tasks. Constant communication as to the status of tasks.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Very timely and communicative about time tasks will take. Good at prioritizing tasks.
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?
FBSPL- Fusion Business Solutions (P) Limited's professionalism, timeliness, and work ethic stood out.
Are there any areas for improvement or something FBSPL- Fusion Business Solutions (P) Limited could have done differently?
Not that I can think of.
UPDATED REVIEW
This review was published on October 29, 2025
Jon Marty
VP, Ted Marty Insurance Agency
Insurance
Cincinnati, Ohio
11-50
Jul 2025 - Ongoing
$10,000 to $49,999
Verified
Project summary
FBSPL - Fusion Business Solutions (P) Limited provides insurance process support to an insurance agency. The goal is to free up staff time and improve service efficiency.
Feedback summary
FBSPL - Fusion Business Solutions (P) Limited's reliable and prompt service has increased customer satisfaction, allowing staff to focus on larger clients. Their communication is outstanding, and all tasks are delivered on time. The client has felt that they are a faithful team member.
BACKGROUND
Please describe your company and position.
I am the Vice President of Ted Marty Insurance Agency/Superior Insurance
Describe what your company does in a single sentence.
Ted Marty Insurance Agency sells and services personal and commercial, property and casualty insurance.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire FBSPL- Fusion Business Solutions (P) Limited to accomplish?
- Free Up current personnel service time to focus more on larger clients
- increase efficiency of turnaround time for tasks
- Increase customer satisfaction of our service team
SOLUTION
How did you find FBSPL- Fusion Business Solutions (P) Limited?
Referral
Why did you select FBSPL- Fusion Business Solutions (P) Limited over others?
- Pricing fit our budget
- Good value for cost
- Referred to me
How many teammates from FBSPL- 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.
Ethan is aaesome. He provides us with a daily tasks summary of services performed, including but limited to processing endorsements; certificates; creating new applications; quotes; evidence of Insurance; Lost Policy Releases; communication with carrier underwriters; coverage review summaries; etc. His communication is outstanding! He will reach out to an agent in the office if he has questions. He is always prompt in responding.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Customers see the work Ethan is doing and they email him directly. This is demontrating confidence in him from our customers who appreciate his reliable service. Our staff has more time to focus on the larger clients and peform services for those larget clients now that Ethan is focusing on our middle to smaller size clients, which we also value.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, Ethan always responds and delivers requests on time and in compatability with our service expectations.
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?
Ethan is most impressive! i feel he is an extension of our staff- and he is one of the team. He doesnt seem like "just some remote worker".... We value his team attitude greatly !
Are there any areas for improvement or something FBSPL- Fusion Business Solutions (P) Limited could have done differently?
No i dont think so. If there were. i would have said something by now. Ethan is doing GREAT!
STAR RATINGS
Overall rating: 5.0
Quality: 5.0
Cost: 5.0
Schedule: 5.0
Willing to refer: 5.0 so much so, we are now hiring a Fusion person for our Personal Lines Dept
This review was published on June 2, 2025
Project summary
FBSPL- Fusion Business Solutions (P) Limited worked with an insurance company to manually enter bill statements line by line. This involved sending the operating account bank activity for cash receipts.
Feedback summary
FBSPL- Fusion Business Solutions (P) Limited delivered accurate and timely services, allowing the client to focus on other accounting processes. The team was responsive to the client's needs and excelled at project management. They were dedicated, patient, and understanding of the client's situation.
BACKGROUND
Please describe your company and position.
I am the Staff Accountant of Superior Insurance Partners LLC
Describe what your company does in a single sentence.
Broker that buys and then funds insurance agencies. Once aquired, we take over their monthly accounting proccesses.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire FBSPL- Fusion Business Solutions (P) Limited to accomplish?
- Attached commission statements to Epic
- Enter manual and download direct bill statements
- Enter cash receipts
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?
- High ratings
- Pricing fit our budget
- Good value for cost
- Company values aligned
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.
The point of contact for an insurance agency is to provide Fusion with the direct bill commission statements. Fusion then goes into Epic or AMS360 and manually enters these statements line by line, or pulls the statement out of download. If Fusion runs into any issues, they go back to the point of contact and inform then of their questions or missing policies.
Additionally, the point of contact sends the operating account bank activity for the agency so that Fusion can enter the cash receipts.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
On a monthly basis Fusion were able to enter and complete the direct bill commission statements on a timely and accruate basis. With their help, the point of contacts were able to focus on other accounting processes and finish up other tasks. Fusion did a great job of reaching out with questions or concerns and making sure they had the most recent status of their open items.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They had great project management and could always complete their items on time. They sent any of their questions out in a timely matter. When an agency was behind and sent a lot of items on the last two days of the month, Fusion was able to quickly processes those statements. Whenever we needed Fusion to prioritze an agency, they made sure to put all their focus on that agency.
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?
Fusions dedication and ability to stay on top of their tasts was very impressive. Our accounting team was very grateful for the help that Fusion was able to provide us last year. On top of that, our company grew at a very fast pace, and Fusion was very patient and understanding when we were not able to get to items on our end.
Are there any areas for improvement or something FBSPL- Fusion Business Solutions (P) Limited could have done differently?
At this time, I can not think of any improvements on FBSPL's side.
STAR RATINGS
Overall rating: 4.5
Quality: 4.0
Cost: 4.0
Schedule: 5.0
Willing to refer: 4.0
RATINGS
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Quality
5.0Service & Deliverables
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Schedule
4.5On time / deadlines
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Cost
4.5Value / within estimates
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Willing to Refer
4.0NPS
