The Hour - Back Office and Virtual Assistant Services

BACKGROUND

Please describe your company and position.

I am the CTO of Harvest MSP

Describe what your company does in a single sentence.

IT Projects and Managed Servies. We also provide low voltage and security products.

OPPORTUNITY / CHALLENGE

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

• Back Office
• Virtual Assistant

SOLUTION

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

• Referral
• Other

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?

1 Employee

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

Charile doesnt have a specific project.  He helps with day to day tasks and back end work like security reports.

RESULTS & FEEDBACK

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

Tasks being completed is really the only measure.

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

Charlie did not need to do much management.  It was more about doing tasks, customer support, and learning new tools to help get them setup.

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

Email or Messaging App

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

Price and Charlie's willingness to help all the time.

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

Just continue to learn more about IT and keep providing great service.

BACKGROUND

Please describe your company and position.

I am the Head of Operations of an insurance company.

Describe what your company does in a single sentence.

We are an insurance agency handling multiple lines of coverage, including homeowners, auto, flood, and commercial insurance. 

OPPORTUNITY / CHALLENGE

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

• Commercial and personal quoting
• Client success

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
• Good value for cost

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.

Backend insurance support, policy administration, commercial and personal quoting and customer success management.

RESULTS & FEEDBACK

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

Our workflow are more organized, process is smootehr and our team in Florida spends less time on repetitve backend task.

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

They're responsive, reliable, and consistent with the workflow. 

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?

• Reliability
• Responsiveness
• Accuracy
• Accountability

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

Nothing as of now.

BACKGROUND

Please describe your company and position.

I am the Client Success Manager of a digital marketing agency.

Describe what your company does in a single sentence.

Helps brands grow through influencer marketing and data driven digital marketing strategies.

OPPORTUNITY / CHALLENGE

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

• CRM Mnagement
• Workflow Optimization

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?

• 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 operations, data management, workflow coordination and process optimization.

RESULTS & FEEDBACK

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

Our media deals are getting done by thehour team and by this we have managed to focus on other marketing workflows resulting our business is growing and our tasks are handeled faster and overall operations run more smoothly.

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

• Reliable
• Responsive
• 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?

Their accountability, efficiency, and responsiveness stand out.

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

Not currently!

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

Introduce your business and what you do there.

I’m the finance manager of an e-commerce company that sells equipment for heavy industrial vehicles.

OPPORTUNITY / CHALLENGE

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

We needed help with operations support.

SOLUTION

What was the scope of their involvement?

The Hour - Back Office and Virtual Assistant Services manages our e-commerce backend operations, including inventory management, warehouse coordination, and order tracking to ensure smooth order fulfillment. The main focus is on inventory management and order tracking since those are critical to our day-to-day operations. The team also coordinates with the warehouse to ensure smooth order fulfillment from processing to final delivery.

What is the team composition?

We work with 9 members of The Hour - Back Office and Virtual Assistant Services’ team.

How did you come to work with The Hour - Back Office and Virtual Assistant Services?

We found them through an online search and the Clutch website. We chose them because they had high ratings, and their pricing fit our budget.

How much have you invested with them?

Confidential

What is the status of this engagement?

We started working together in March 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Thanks to The Hour - Back Office and Virtual Assistant Services’ work, we’re tracking orders more accurately, managing inventory better, and running overall operations smoother with fewer delays.

How did The Hour - Back Office and Virtual Assistant Services perform from a project management standpoint?

The Hour - Back Office and Virtual Assistant Services is reliable, responsive, and consistent with on-time task handling. We communicate via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

Their punctuality and accuracy are impressive.

Are there any areas they could improve?

Overall, they’re very dependable.

BACKGROUND

Introduce your business and what you do there.

I’m the underwriting manager at RPM Insurance Agency. We provide insurance to our personal and commercial lines clients.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with The Hour - Back Office and Virtual Assistant Services?

We needed help with our insurance renewal handling and commercial and personal lines quoting.

SOLUTION

What was the scope of their involvement?

The Hour - Back Office and Virtual Assistant Services provides us with virtual assistant services. The team handles our insurance renewal processes and commercial and personal lines quoting. The Hour - Back Office and Virtual Assistant Services' team is responsible for quoting home, auto, and umbrella insurance for our personal lines. For our commercial lines, they provide quotes for WCOM, GL, CUMB, BOB, CAUTO, Cyber, and EPLI insurance. The team also handles endorsements and all service-related work for our commercial and personal lines.

We have two teams from The Hour - Back Office and Virtual Assistant Services: one for personal lines and one for commercial accounts.

What was the team composition?

We work with 10+ teammates from The Hour - Back Office and Virtual Assistant Services.

How did you come to work with The Hour - Back Office and Virtual Assistant Services?

We found The Hour - Back Office and Virtual Assistant Services through an online search. We chose them because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

How much have you invested with them?

We've spent around $100K.

What is the status of this engagement?

We started working with The Hour - Back Office and Virtual Assistant Services in February 2021, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Our workflows are more organized, and The Hour - Back Office and Virtual Assistant Services' team completes tasks on time. Our team has more bandwidth to focus on new business and agency growth. We've seen a noticeable improvement in overall organization and efficiency. Task completion timelines have improved by around 40%–50%, and accuracy in day-to-day tasks has also gone up. The Hour - Back Office and Virtual Assistant Services has helped us reduce our workload by 70%+, allowing our team to focus more on core business activities and growth.

We measure the 70% workload reduction through the daily reports we get. We see that the workload The Hour - Back Office and Virtual Assistant Services handles for our agents would take them 70% of their occupancy to complete. We also monitor our client's satisfaction and reviews. We've grown in the number of clients we have.

How did The Hour - Back Office and Virtual Assistant Services perform from a project management standpoint?

The Hour - Back Office and Virtual Assistant Services delivers on time if they have everything they need to execute the task. If they need anything, the delivery is delayed. We communicate through in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

All the virtual assistants we have from The Hour - Back Office and Virtual Assistant Services are trained. They provide us with backups at no extra cost. Their managers are super responsive if we need any kind of assistance in handling the team. We need to manage less and check less what the team is doing. We get weekly reports from the team leads.

Are there any areas they could improve?

I'm so impressed by their AI launch that I wish they could have done that sooner!

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.