The Hour - Back Office and Virtual Assistant Services

BACKGROUND

Please describe your company and position.

I am the Mortgage Sr. Operation Manager of a financial services company. 

Describe what your company does in a single sentence.

We provide home loan solutions including purchase refinance and other mortagage programs. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Hour - Back Office and Virtual Assistant Services to accomplish?

• Backend support
• Organizing financial contracts

SOLUTION

How did you find The Hour - Back Office and Virtual Assistant Services?

• Online Search
• Referral

Why did you select The Hour - Back Office and Virtual Assistant Services over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from The Hour - Back Office and Virtual Assistant Services were assigned to this project?

2-5 Employees

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

Backend support, data management, documentation handling and workflow coordination for mortgage processes. 

RESULTS & FEEDBACK

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

Processes are more organised, task are ghandling faster and overall work is smoother. 

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

Reliable, responsive and consistently on time. 

What was your primary form of communication with The Hour - Back Office and Virtual Assistant Services?

• Virtual Meeting
• Email or Messaging App

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

They are highly adaptable to AI technology.

Are there any areas for improvement or something The Hour - Back Office and Virtual Assistant Services could have done differently?

Currently no. 

BACKGROUND

Please describe your company and position.

I am the Client Service Manager (Benefits) of an insurance and employee benefits company.

Describe what your company does in a single sentence.

Provide insurance and employee benefits solutions to individuals and businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Hour - Back Office and Virtual Assistant Services to accomplish?

• Operation Support
• Renewals
• Executive Assistance

SOLUTION

How did you find The Hour - Back Office and Virtual Assistant Services?

• Online Search
• Referral

Why did you select The Hour - Back Office and Virtual Assistant Services over others?

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

How many teammates from The Hour - Back Office and Virtual Assistant Services were assigned to this project?

180

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

Backened support, data management, workflow handling and operational assistance.

RESULTS & FEEDBACK

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

Work is more organized, tasks are completed on time and our in house team has less operational work.

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

Smooth, responsive and consistently on time. 

What was your primary form of communication with The Hour - Back Office and Virtual Assistant Services?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

I was impressed with their proactive updates. Detailed and summarized day end reports and turn around time is very fast. 

Are there any areas for improvement or something The Hour - Back Office and Virtual Assistant Services could have done differently?

Overall very reliable so nothing for now.

BACKGROUND

Please describe your company and position.

I am the Head of Operations of Westland Benefits

Describe what your company does in a single sentence.

Provided insurance and employee benefits solutions to individuals and businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Hour - Back Office and Virtual Assistant Services to accomplish?

• Operations Support
• Backend support, Data Management

SOLUTION

How did you find The Hour - Back Office and Virtual Assistant Services?

Referral

Why did you select The Hour - Back Office and Virtual Assistant Services over others?

• High ratings
• Pricing fit our budget

How many teammates from The Hour - Back Office and Virtual Assistant Services were assigned to this project?

6-10 Employees

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

• Bckend support
• Data Management
• Workflow handelling
• Operations 

RESULTS & FEEDBACK

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

Work is more organized, team helps us to handle the renewal season tasks that comes in bulk and because of them we are able to focus on getting new business and retain our existing clients. Accuracy of work is great.

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

They deliver everything on time and are easy and fun to work with.

What was your primary form of communication with The Hour - Back Office and Virtual Assistant Services?

• Virtual Meeting
• Email or Messaging App

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

Overall, things are good, but a couple of things that impress us are their reporting formats and the updates they send. It feels like they are sitting in the same office with us.

Are there any areas for improvement or something The Hour - Back Office and Virtual Assistant Services could have done differently?

All well.

BACKGROUND

Please describe your company and position.

I am the Software Test Engineer of Paycor

Describe what your company does in a single sentence.

HCM Software

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Hour - Back Office and Virtual Assistant Services to accomplish?

• Product and Email deliverability
• Recruitment
• Admin task

SOLUTION

How did you find The Hour - Back Office and Virtual Assistant Services?

Referral

Why did you select The Hour - Back Office and Virtual Assistant Services over others?

Good value for cost

How many teammates from The Hour - Back Office and Virtual Assistant Services were assigned to this project?

13

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

• Assist PM with scope
• Define PBI's
• analisy requirement and prepare feature testing plan
• execute test plan and prepare report
• work with developers on detected issues
• monitor email deliverability managemant

RESULTS & FEEDBACK

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

 day-to-day operation assist 

participating in completing sprints on time by delivering increment

monitoring email delivery and product managemant 

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

• joint work on product stability after deployment
• daily monitoring and reporting on isues with email campaign
• promtly response in case of emergency and issue validation 

What was your primary form of communication with The Hour - Back Office and Virtual Assistant Services?

Virtual Meeting

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

We are impressed with the speed of adaptation to a new project and changes during development to ensure a successful product for clients

Are there any areas for improvement or something The Hour - Back Office and Virtual Assistant Services could have done differently?

They are always available for work and should take more PTO's :) 

BACKGROUND

Please describe your company and position.

I am the Head of Benefits Operations of an insurance company 

Describe what your company does in a single sentence.

We works in employee benefits and one stop information and resource shop to help HR administrative for companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Hour - Back Office and Virtual Assistant Services to accomplish?

• Renewals

SOLUTION

How did you find The Hour - Back Office and Virtual Assistant Services?

Online Search

Why did you select The Hour - Back Office and Virtual Assistant Services over others?

• High ratings
• Pricing fit our budget

How many teammates from The Hour - Back Office and Virtual Assistant Services were assigned to this project?

2-5 Employees

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

• Payroll Deductions
• Open Enrollment
• Census uploading
• CRM data entry

RESULTS & FEEDBACK

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

Our VA handeled all the back end which gave us free hand on working on bringing new business in house.

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

Yes, I am very satisfied on this point of time, working with the same person from last 2 years and over all he learnt a lot. Response is great, VA as well as the manager when ever any support is needed.

What was your primary form of communication with The Hour - Back Office and Virtual Assistant Services?

• Virtual Meeting
• Email or Messaging App

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

• Professionalism
• Accuracy
• Positive approach
• Industry Skills

Are there any areas for improvement or something The Hour - Back Office and Virtual Assistant Services could have done differently?

As of now I am highly satisfied.

BACKGROUND

Please describe your company and position.

 I am the Account Manager of an insurance company 

Describe what your company does in a single sentence.

We work with Retail independant agents and wholesale brokers & MGA

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Hour - Back Office and Virtual Assistant Services to accomplish?

Policy Management

SOLUTION

How did you find The Hour - Back Office and Virtual Assistant Services?

Referral

Why did you select The Hour - Back Office and Virtual Assistant Services over others?

• Pricing fit our budget
• Referred to me

How many teammates from The Hour - Back Office and Virtual Assistant Services were assigned to this project?

2-5 Employees

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

Helping with managing policies, paperwork and client records, supporting our managers in day to day service related tasks.

RESULTS & FEEDBACK

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

• Faster Processing of policy updates and renewals
• Organized client record 
• Efficiency in handelling back office tasks

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

They managed the project smoothly, ensuring tasks were completed on time. VA's are responsive to the needs and accuracy in task execution.

What was your primary form of communication with The Hour - Back Office and Virtual Assistant Services?

• Virtual Meeting
• Email or Messaging App

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

Their proactive approach in getting tasks done accurately, while handling the most time consuming tasks, allowed our manages to focus more on driving new business.

Are there any areas for improvement or something The Hour - Back Office and Virtual Assistant Services could have done differently?

Everything has been going smoothly, overall The hour has been a great asset to our team. Looking forward for the same.

BACKGROUND

Please describe your company and your position there.

I am the CRO at this company. We are an AI -Sourcing Automation Platform helping recruiter productivity

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire The Hour - Back Office and Virtual Assistant Services?

Creating low-cost option to ever expanding Customer Success and platform engagement team

SOLUTION

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

Flexibility and willingness to partner through growth combined with Cost

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

This is an ongoing partnership towards Our Customer Success team

Describe the recruitment process in detail.

We identify skillset and The Hour identifies talent with initial screening for Aptitude and Attitude, before every qualified candidate is put through 2 rounds of technical and demo interviews.

RESULTS & FEEDBACK

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

We started with Platform engagement team first and now we have expanded operations with 3 Customer Success Managers.We

How effective was the workflow between your team and theirs?

We have entire team onboarded on Office 365 (Email / MS Teams) and Zendesk systems and the communication happens through those. Customer Success managers also use Zoom meetings with Our Customers

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

They are professional, flexible, and very easy to work with.

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

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