FBSPL- Fusion Business Solutions (P) Limited

BACKGROUND

Please describe your company and your position there.

I am the owner of Business Insurance Solutions, which is an independent insurance agency with primary concentration in various commercial industries.

OPPORTUNITY / CHALLENGE

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

Misc Project / Client Servicing for general commercial accounts

SOLUTION

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

We chose to go with Fusion because they were reasonably priced, and their team worked the same hours to coincide with our business to provide real-time live customer support.

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

Our company hired Fusion to assist with client data transfer to our new agency management system, as well as ongoing client servicing requests such as billing, certificates of insurance, system data entry, and other service-related tasks.

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

One member as a Client Specialist

RESULTS & FEEDBACK

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

Having the repetitive tasks and client servicing duties handled allowed our agency growth.

How effective was the workflow between your team and theirs?

We held weekly zoom meetings to keep on track and answer questions, and developed standardized workflows between our agency team and Fusion to provide clarity in job roles, duties and responsibilities.

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

Their representatives learn quickly and easily and are eager to expand for new tasks.

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

The only barrier we had to overcome was using the proper grammar used in correspondence with clients. However, this was quickly rectified by designing email templates to be used, as well as other simple training conversations.

BACKGROUND

Please describe your company and your position there.

I'm the Director of a Recruitment agency specialising in placing Management Consultants across the globe.

OPPORTUNITY / CHALLENGE

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

We needed help with researching additional candidates for our clients.

SOLUTION

How did you select Fusion Business Solutions Pvt Ltd and what were the deciding factors?

They got in touch with us during the height of the covid-19 pandemic and offered us a free trial for 2 days. We did this and the service was great and we took it up full time a few months later.

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

Fusion helps us on an ongoing basis to find candidates for us mainly on LinkedIn. They find people we wouldn't have time to find ourselves and then we get in touch with them and handle the rest of the process.

Describe the recruitment process in detail.

Fusion generates many long lists of names for us on a daily basis based on search parameters we give them and they look suitable people up on Linkedin and send us their addresses. We then get in touch with the people ourselves, pitch them the companies and hopefully in the end they accept a job with our client.

RESULTS & FEEDBACK

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

We have placed over 30 different candidates through the work that Fusion has done with us and this has not only increased our revenue but also helped people find amazing jobs and helped our clients to grow their businesses.

How effective was the workflow between your team and theirs?

Extremely quick and responsive. It's great!

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

They are friendly, cost-effective, and do a great job.

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

Sometimes there is a learning curve on a new search but they get it really well with good feedback.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a market research company. We coordinate qualitative market research for insights agencies, and we have about 20 members. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Fusion Business Solutions Pvt Ltd?

As part of our regular business service, we essentially have to organize conversations for our third-party clients. Sometimes, our external stakeholders speak with very specific individuals such as engineers, industry or business leaders, and social media influencers. 

Essentially, we're working for large brands and those large brands exist to provide a product or service to a segment of people. As a result, we engaged with Fusion to help us identify potential prospects for this conversation and to help us with the initial outreach. 

SOLUTION

What was the scope of their involvement?

The Fusion team performs virtual assistance services to us, and each of the team members has a variety of skills. Some of them have good technical and social media skills, and some are good at scraping the internet and identifying individuals — those are the skills that are valuable to us. 

We also utilize them for other services such as creating PowerPoint presentations, organizing meetings with clients, and more. However, their main work involves lead generation and initial outreach to potential candidates.

What is the team composition?

We have a permanent person who works with us full time, and recently, we began working with another person. We also have other people working with us, but we scale up and down based on the season. 

How did you come to work with Fusion Business Solutions Pvt Ltd?

I was referred to them. I talked to another CEO six months ago, and he owns a franchise. I told him my problem, and he told me that I should give Fusion a call. Then, I listened to his advice — I made the call — and here I am.

How much have you invested with them?

We’ve probably spent $8,000–$10,000. Since we’re now bringing a second person, that number’s going to double. As a result, we’ll probably invest $25,000–$35,000 annually going forward. 

What is the status of this engagement?

We started working with them in October 2020, and we continue to collaborate.

RESULTS & FEEDBACK

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

They pinpoint people better than our internal staff, and a lot of them have been very detailed-oriented. Sometimes you can only drill down so far from the information you find on the internet, whether it be on LinkedIn, Facebook, Tiktok, or Instagram. However, Fusion does a very good job of looking at details of what we’re looking for and getting close to the target. They don’t necessarily directly hit every single time, but they’re pretty close most of the time. 

We’re a project-based company and not every single project requires Fusion’s services, but the ones that require them, allow us to make revenue. They also help us supply between 25%–35% of the participants for any given project on their own. 

We intend to use Fusion as we grow, and we’re definitely in the process of scaling. That’s why we’re backfilling a lot of our lead generation with Fusion’s team to help support our internal resources. We see their people as part of our “football team”. This is not short-term — it’s a forever type thing. 

How did Fusion Business Solutions Pvt Ltd perform from a project management standpoint?

Fusion has an excellent project management process. Every morning, as we start our day, we get an update from our virtual assistant indicating exactly what he’s planning to work on. Moreover, he also gives us a list of things he’s working on and it’s in order of priority. 

That way, we have the option to switch priorities on the list. Then at the end of the day, they send us a progress report of exactly what they’ve completed on each of the tasks on the list.  They’ve gotten more intertwined in our daily process. 

What did you find most impressive about them?

I don’t have a lot of experience with other business outsourcing or virtual assistant firms. I’ve done my fair amount of projects with companies from platforms like Upwork and Fiverr.

However, what makes Fusion stand out is the way they function within our daily framework. The team organizes themselves in a way that keeps them productive as opposed to us proactively figuring out how to keep them productive. The fact that they always make progress for us and uses all their hours to positively influence our business impresses us the most. 

Are there any areas they could improve?

I can’t think of anything because I don’t know if we’d change much if we had the opportunity to. We’re a very busy company and our staff tends to be overtaxed. With Fusion’s work, we’ve been more productive and they help free our time. Overall, what they’re providing for us is perfect at this particular moment. 

Do you have any advice for potential customers?

Fusion gave their services for a month for half the price. In that sense, try, take a step, and give things a little bit of thought as to what you can use their help with. What ends up happening is you get to be more productive because the team has a tendency to do things you can do, so just go ahead and get started. 

BACKGROUND

Introduce your business and what you do there.

I’m the founder and managing director at Wilson Brook. We’re a recruitment firm that recruits from C-suite to management level across several industry sectors within the UK.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Fusion Business Solutions Pvt Ltd?

We wanted to address a capacity issue. We effectively needed additional resources in a cost-effective manner, such as admin, research, and business development support.

SOLUTION

What was the scope of their involvement?

Fusion business solutions provide me with research and administrative support from a business development perspective. 

We had an initial call where I explained the nature of my business to them. After they introduced me to my Fusion employee, we started working on my research assignments, where they would help build a target list of candidates via internet resources such as LinkedIn. They would import that data into my CRM and contact them through my various LinkedIn Accounts.

We would have daily calls to review the workload and results from the previous day’s activities, and I would provide further instructions and guidance on their next tasks.

This research assignment slowly evolved into research support for business development. I will provide them information on companies to reach, and they would conduct further research around that. Additionally, they also support me from an administrative perspective where they will input all the data into my CRM — giving me a broader mixture of support. Technically, you could categorize it all to administration data entry and internet research.

We’ve sometimes scaled the engagement up or down so I don’t always have two people working with me full time. Originally, I had one that was full-time and one on a part-time basis. Then as of December, the part-timer became a full-time employee.

What is the team composition?

I started off with just one individual called Priyansh (Senior Recruitment Associate), and then I increased the resource of a second individual, Punit (Associate).

How did you come to work with Fusion Business Solutions Pvt Ltd?

They came highly recommended by a former colleague who has used them in the past. I spoke to one other outsourcing partner and they didn’t give me the same level of confidence as Fusion. Fusion seems to be a more established organization with more people, resources, with a stronger process and track record. It was a combination of all those factors that led me to engage with them.

How much have you invested with them?

One full-time employee costs me about ￡900 (around $1,200USD) a month. I guess you can do the math on that one and work out approximately how much I invest. In my view, it’s good value for your money compared to hiring somebody full-time here in the UK.

What is the status of this engagement?

We started working together in April 2020, and it’s been ongoing ever since.

RESULTS & FEEDBACK

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

We review the outputs of their activities on a daily basis. They’re productive and we receive a good volume activity with a high level of accuracy. When it comes to the research activity in build targets, the quality of the candidates they identify is of high quality. We deal with a variety of roles, so there’s always going to be a learning curve for them in terms of what we’re looking for.

The daily calls help in terms of giving feedback and refining the search to ensure that the future research is higher in quality and accuracy. Generally, I’m pleased with their activity, and I think they have been a significant contributor to the success of my business for the last 12 months.

How did Fusion Business Solutions Pvt Ltd perform from a project management standpoint?

They perform very well. They always complete the activity within the time scale that’s requested. There’s a fair degree of complexity in terms of the different types of activities. They have to follow a certain pattern so it’s not just doing one very simple thing all the time, they’re doing a whole variety of activities with different messages.

They also have to keep a lot of different things on top and sometimes it confuses me, let alone them  — but they deal with the variety of complexity rather well.

Furthermore, the communications are always good. They send me an email outlining their daily tasks they’re going to perform, and then send me an email at the end of the day with a spreadsheet, summarizing the work. Occasionally we’ll have calls with their supervisors, where we share feedback with each other.

What did you find most impressive about them?

One characteristic that I found most impressive is their ability to interpret my requests, and then deliver a high-quality output very quickly.

Are there any areas they could improve?

If they were able to offer a voice-based activity, that would be useful with all the work they’re doing at the moment. However, while they speak very good English, it is heavily accented. As a result, it would be difficult for them to do phone-based activities in the UK market.

Do you have any advice for potential customers?

It’s all about clear communications. Give them clear instructions and as much information as can. We also always sense check the initial output of their work at the start of a new assignment. They will provide me with early results for sense checking to make sure they’re on the right path.

There may be some people who might perceive them negatively because they’re an outsourcing company. Therefore, they might not give them the level of respect and communication that they require. I think the more you develop the relationship, the better quality and quantity of communication you will have with them.

Some people gave their outsourced employees English names, which is understandable because some people over here might struggle with the pronunciations. However, I made a point of finding out their real names because I wanted to show them the respect and courtesy they deserve.

As with any relationship, the more you communicate and invest in it, the more you understand each other and the better results you get.

BACKGROUND

Introduce your business and what you do there.

I work for Ecolink Inc. We’re an industrial chemical distributor in the United States. I’m a specialist in SEO and digital marketing.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Fusion Business Solutions Pvt Ltd?

They help us in two ways. First, they offer virtual assistant services to help us take care of business transactions at hours when we’re closed. Second, they grow our technology properties.

SOLUTION

What was the scope of their involvement?

We built one website with them that launched in December 2020, and we’re currently building another website that will launch in March 2021. They work in WordPress.

The first website was an e-commerce platform that’s connected with our Quickbooks account to make it easy to streamline transactions in the backend.

What is the team composition?

I’ve worked with five people, including their CEO, a web developer, and a virtual assistant. The resource I’m working with now is doing very well.

How did you come to work with Fusion Business Solutions Pvt Ltd?

A friend or family member of our owner introduced them.

How much have you invested with them?

We’ve spent around $6,000 with them.

What is the status of this engagement?

We’ve been working together since October 2020.

RESULTS & FEEDBACK

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

We’re very happy with their work. Their attention to detail is incredible. They quickly respond to changes or any idea that we have that goes in a different direction. They meet deadlines. I’m never waiting on them to get something done. Our completed build was one of the easiest builds I’ve ever been involved with.

How did Fusion Business Solutions Pvt Ltd perform from a project management standpoint?

Their communication was quick and fantastic.

What did you find most impressive about them?

Their responsiveness stands out. I always got answers and solutions.

Are there any areas they could improve?

I can’t think of anything off the top of my head.

Do you have any advice for potential customers?

Be prepared, because they will be.

BACKGROUND

Introduce your business and what you do there.

I’m an executive at Brockmann Insurance Group, an independent agency offering a wide range of insurance products for farming, business, and personal needs. We provide flexible coverage options from multiple carriers.

OPPORTUNITY / CHALLENGE

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

We needed help with farm and commercial lines quoting and servicing.

SOLUTION

What was the scope of their involvement?

FBSPL- Fusion Business Solutions (P) Limited has been able to handle the entire quoting and servicing process, including quotes, customer communication, filling out documents, and Accords.

What is the team composition?

We’ve worked with one teammate from FBSPL- Fusion Business Solutions (P) Limited.

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

We found them through an online search. We chose them because their pricing fit our budget.

What is the status of this engagement?

We started working together in January 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

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

FBSPL- Fusion Business Solutions (P) Limited’s work has resulted in revenue, policies sold, and policy retention. The team has also alleviated some stress in our office staff, who were overworked. Our staff seems to be more manageable with their daily activities, and our list is getting caught up.

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

FBSPL- Fusion Business Solutions (P) Limited has delivered on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive or unique about them?

We’re impressed with the experience of our customer service representative, Richard.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Please describe your company and position.

I am the Producer/CSR of Freeman Insurance Services, Inc

Describe what your company does in a single sentence.

We specialize in providing insurance protections for individuals and businesses. 

OPPORTUNITY / CHALLENGE

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

• Provide support and assistance to our in-house team.

SOLUTION

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

• Referral
• Other

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

Good value for cost

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

6-10 Employees

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

Customer Service, Policy Servicing, Assist and support agency staff

RESULTS & FEEDBACK

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

Agency Staff were able to disburse policy servicing requirements and customer requests to the Fusion Team Memebers freeing up time to focus on urgent and important needs of the clients.

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

Very efficient with the  project management. Prompt Delivery of the requests. Proper resolution of the issues and pending items. 

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 responsiveness, willingness to learn, and professionalism stand out.

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

FBSPL has upgraded their service over the time and continues to adjust the delivery to meet the changing needs. 

BACKGROUND

Please describe your company and position.

I am the Commercial Lines Agency Manager of RAC Insurance Services, Inc.

Describe what your company does in a single sentence.

Insurance Agency

OPPORTUNITY / CHALLENGE

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

• Account Clean Up
• Accounting Assistance
• Sweet Processes

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

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.

Customer sercice and accounting outsourcing, standard opearting procedures.

RESULTS & FEEDBACK

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

Customer service, accounting, and sweet processes

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

Yes, they meet our needs.

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

Virtual Meeting

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

SOPs and Virtual Assistants

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

n/a

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

BACKGROUND

Please describe your company and position.

I am the Senior Account Manager of an insurance brokerage

Describe what your company does in a single sentence.

We are a national insurance brokerage for employee benefits, commercial, personal, crop and agricultural insurance.

OPPORTUNITY / CHALLENGE

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

• Assistance with data entry processes
• Help with document creation and forms processing
• Quote gathering and analysis

SOLUTION

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

Referral

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

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

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.

Our ongoiong project with FBSPL is to provide virtual assistance for our employee benefits brokerage team. It is an evolving project with fluctuating tasks being met and fulfilled by our amazing FBSPL representative, Paul. Paul functions not ony as a virtual assistant but also as a valued member of our team, providing back up customer service representation to our clients. He provides high quality support and work, paying close attention to details. He completes data entry tasks into multiple software systems. He submits requests for proposals to our carriers, analyzes costs against client needs, and generates proposals with recommendations based on the most competitive results. He communicates with carriers to process client requests for enrollments and terminations. He also creates and updates client accounts in our database and reviews and corrects missing/ inaccurate stored client data. He provides support in our Employee Benefits Administration system, building out plan details and creating new client accounts. Paul also helps keep track of commission activities for our producers. He communicates with clients to help make sure that we always have their most current employee data and demographics. One of the really amazing things about working with FBSPL is that they also create, update, and maintain an ongoing training document that they share in house so they can always continue operations if Paul is unavailable so that we still have support. This document also helps us train our new hires on some of their tasks as they beceome familiar with our various systems. Paul and his management team are delightful to work with, always ready to take on new tasks, embracing challenges, contributing positively to our team, and being true collaborative partners.

RESULTS & FEEDBACK

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

As a growing agency, we've recently had to move to multiple new software programs, requiring data importing, which always leaves some error that needs attentive correcting. Paul and FBSPL have been integral to our data review as we've transitioned to each new system, always taking an invested, proactive approach to learning the new software and being ready to help wherever it is needed. Paul currently helps to support about 500 client accounts on an ongoing basis and works with us in about 20 different carriers systems. Much of what we do requires time management to meet deadlines and uphold compliance standards. Paul and FBSPL have always delivered timely, high quality work, helping to make sure that we never miss a deadline.

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

Every deliverable requested has always been not just on time, but ahead of schedule. They take a very proactive approach and are highly responsive as new tasks arise. We are in constant communication through Teams and email about developing projects and work through shared documents to track shared tasks and workloads. We have vitual meetings once or twice a week to review, workloads, questions, new training etc. FBSPL and Paul provide daily updates on work and task completion as well as weekly wrap up documents to track status and progress. 

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?

There is a genuine warmth and comraderie that truly makes FBSPL feel like an extension to the team and not just an standard outsourcing partner. They actively contribute to ideas and development. They communicate and engage with all team members and are highly responsive. We love the opportunities to share cultures and celebrations. The positive mindsets and proactive approach is refreshing and helpful. We genuinely don't know what we would do without Paul!

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

They are always forward thinking, staying ahead of the curve on technology developments, utilizing their inhouse resources to help each other as they learn new systems. We have been incredibly please with all aspects of our work with them.