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.
