How FBSPL provided business services for independent insurance agency?

Highlights

• As part of regular business service, the client essentially had to organize conversations for their third-party clients. They needed Client Servicing for general commercial accounts.
• They chose to go with team FBSPL as we were reasonably priced, and we worked the same hours to coincide with their business to provide real-time live customer support service.
• Outsourcing repetitive tasks and client servicing duties to FBSPL allowed their agency a significant growth.

Case summary

Fusion Business Solutions (P) Limited provided business services for an independent insurance agency. We helped the client with data transfer and client servicing requests, insurance billing and other related tasks.

The client

Business Insurance Solutions, an independent insurance agency with a primary concentration in various commercial industries.

The challenge

As part of regular business service, the client essentially had to organize conversations for their third-party clients. They needed Client Servicing for general commercial accounts.

The approach

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

One member as a client specialist was appointed to the client.

The outcome

Outsourcing repetitive tasks and client servicing duties to FBSPL allowed their agency a significant growth.

Weekly zoom meetings were held to keep everything on track and answer questions, and develop standardized workflows between the agency and FBSPL to provide clarity in job roles, duties and responsibilities.