Fix Hidden Workflow Gaps with Expert Insurance Business Optimization
When growth slows, the problem isn’t strategy; it’s operational inefficiencies. FBSPL’s business optimization services fix workflows, cut redundancies, ensure compliance, and help agencies scale efficiently.
Get FREE expert consultationOur Services
Insurance Consulting Services for Businesses Ready to Scale
Workflow Standardization
When every team member works differently, delays and confusion happen. We fix this by creating simple, clear workflows so your agency runs faster and smoother.
Complete AMS Automation
Your AMS should save time, not create more work. We help you use it better by automating tasks and improving daily operations.
Data Cleaning
Clean data turns assumptions into informed decisions. We clean old, duplicate, and incorrect records so your team works with accurate information.
Data Migration
Moving data should be smooth and stress-free. We make sure everything transfers safely without affecting your daily work.
Agency Staff Training
A strong team needs the right training. We help your staff work faster, smarter, and with more confidence.
Enhanced Client Communication
Good communication builds trust. We help your team respond faster and stay consistent with every client interaction.
Trusted by 550+ Agencies
Worldwide Since 2006
How We Transform Your Operations
We don't believe in generic consulting. We identify what's slowing your agency down,
fix operational gaps, and build systems that help you scale with confidence.
Operational Audit
Gap Analysis & Strategy
Workflow Redesign
Full AMS Optimization
Ongoing Monitoring & Improvement
Operational Audit
Gap Analysis & Strategy
Workflow Redesign
Full AMS Optimization
Ongoing Monitoring & Improvement
Our Hands-on Experience on Latest Tools & Platforms
Performance MetricsWe Don’t Just Consult; We Transform
We Don’t Just Consult; We Transform
Agency Operations from Within
19+ years. 550+ global clientele. One goal - Stronger, smarter, and more profitable insurance agencies.
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improvement in operational efficiency
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staff trained by professionals
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accuracy achieved in process audits
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consulting support and monitoring
TestimonialsWhat Industry Leaders Say About
What Industry Leaders Say About
FBSPL’s Insurance Consulting Services
I must say that our partnership with Fusion Business Solutions (FBSPL) has been truly exceptional. What sets FBSPL apart is their remarkable ability to not only grasp our ever-evolving business needs but also their genuine curiosity to understand our culture. Their flexibility and agility have been invaluable. FBSPL's proactive approach, coupled with their rigorous processes and scalability, has significantly enhanced our customer experiences and AI operations.
Chin Ma, Founder & President
★★★★★
Fusion Business Solutions has been a game-changer for our company. Their responsive team, seamless onboarding, and commitment to excellence have significantly reduced our stress levels, allowing us to focus on what matters most - our clients. We've experienced measurable improvements in client retention and employee satisfaction since partnering with Fusion, making them the top choice for any business seeking efficient virtual assistant services.
Isom Rigell M. Ed., Chief People Officer
★★★★★
We have had an incredible experience with fusion so far. We have actually increased our fusion team size twice now. And the process has been very seamless, very easy. The fusion team is very communicative, and the quality of the work has rivaled that of any employee we could have in-house.
Joey Cumley, Chief Merchandising Officer
★★★★★
We reached out to Fusion in the Fall of 2022 as we were having issues recruiting a skilled and motivated workforce locally to fill back-office roles in our organization. What started as a simple documentation validation exercise quickly grew into the team supporting more strategic review and reconciliation activities. The team has shown repeatedly that they are willing to take on more and more complicated tasks, and the leadership team is quick to rally and support their employees when things fall off track.
James Oickle, President & CEO
★★★★★
FBSPL transformed our operations quickly. Their exceptional administrative support, bookkeeping, and recruiting services significantly improved our processes and boosted lead conversion rates. Their integrity, professionalism, and tailored approach set them apart, making them valuable partners in our growth.
Francesca Furlanetto, Director Owner
★★★★★
As the Director of Accounting for an E&S Insurance Company, I connected with FBSPL to support our monthly manual processes. Their team has been a game-changer, enabling us to meet deadlines and improve workflows. The team quickly adapted and delivered high-quality work with over 95% accuracy. Their dedication and service-oriented approach have been invaluable to our growing company.
Monica Spivey, Directory of Accounting
★★★★★
Build An Agency That Works Even When You Don’t
Move Your Business Forward
with Us
Frequently asked questions
Frequently
Asked
Questions
Our insurance business consulting services are ideal for independent agencies, brokers, MGAs, and carriers facing inefficiencies in renewals, data management, or client service. Whether you’re growing fast or struggling with disjointed systems, we create scalable solutions tailored to your goals.
