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Cookie declaration last updated on 07.02.23 by Cookiebot Firms that deliver Search Leave a Review Sign in * Services * Resources 0 Companies in Shortlist 0 New messages FUSION BUSINESS SOLUTIONS (P) LIMITED * * * Visit Website Highlights Reviews Portfolio A TRUSTED BUSINESS PROCESS OUTSOURCING PARTNER FBSPL is one of the most trusted Business Process Outsourcing companies, headquartered in India, with offices in the United States and the United Kingdom. We are a family of 580 professionals and growing consistently. We work with businesses as their partner vs. vendors and assist them with their business/operational activities, data management, research projects, software development, and web or mobile applications development needs through a reliable and dependable virtual workforce. * $1,000+ * < $25 / hr * 250 - 999 * Founded 2006 Average Review Rating 4.9 Total Reviews 40 Most Common Project Size $10,000 to $49,000 Average Referral Rating 4.9 /5 FOCUS Service Lines & Focus Service Lines Focus Industries Clients Services Provided Focus Industries Clients Service Lines No data have been added yet... AI Focus AI Focus Application Platforms Back Office Outsourcing Customer Service Outsourcing E-commerce Systems Frameworks and CMS Mobile Focus Mobile Platforms Programming & Scripting * Back Office Outsourcing28% * Customer Service Outsourcing12% * Artificial Intelligence10% * Custom Software Development10% * E-Commerce Development10% * Mobile App Development10% * Web Design10% * Web Development10% LOCATIONS (3) Headquarters F-37, IT Park, MIA Extension, Udaipur, India 313001 +91 9929552851 Kew Gardens,NY 82-67 Austin St. Suite. 311 United States 11415 (240) 979-0061 Kingsbury Middlesex,United Kingdom 3, Albion House 470 Church Lane NW9 8UA 44-20-3290 -8897 Show © MapTiler © OpenStreetMap contributors Headquarters F-37, IT Park, MIA Extension, Udaipur, India 313001 +91 9929552851 RECOMMENDED PROVIDERS CONNEXT 5.0 5 reviews EMAPTA 4.7 3 reviews PRIALTO 5.0 16 reviews * $1,000+ * 250 - 999 * < $25 / hr * Angeles, Philippines * Undisclosed * 1,000 - 9,999 * Undisclosed * Mandaluyong, Philippines * $1,000+ * 250 - 999 * < $25 / hr * Portland, OR Customer Service Outsourcing Finance & Accounting Outsourcing (FAO) Back Office Outsourcing IT Staff Augmentation View Profile Back Office Outsourcing Call Center Services Finance & Accounting Outsourcing (FAO) IT Staff Augmentation View Profile Back Office Outsourcing Customer Service Outsourcing Sales Outsourcing Recruiting View Profile OVERALL REVIEW RATING 4.9 * QUALITY 4.8 /5 * SCHEDULE 5 /5 * COST 4.9 /5 * WILLING TO REFER 4.9 /5 See all 40 Reviews Reviews Sort By Relevance All Filters All Filters Clear All Service Provided Project Cost See Filtered Results BUSINESS CONSULTING SERVICES FOR COLLECTION SERVICES COMPANY Feb 3, 2023 * $50,000 to $199,999 * Jan. 2022 - Ongoing * Simi Valley, California * Financial services * Phone Interview * Verified 4.5 Quality 4.5 Schedule 5.0 Cost 4.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited provides business consulting services for a collection services company. They research property databases to find contact information about property owners. FEEDBACK SUMMARY The client is satisfied with Fusion Business Solutions (P) Limited’s work. The team has met expectations, and they continue to grow with the process. Moreover, they’re open to changes and willing to follow the client’s direction. They also meet deadlines and communicate well via email and Zoom. BPO THE REVIEWER COO, Collection Services Company “If we want to improve something, Fusion Business Solutions (P) Limited takes care of it.” THE REVIEW A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript. BACKGROUND Introduce your business and what you do there. I’m the COO of a company that provides research and state-required notices to secure lean rights for building materials, suppliers, and equipment renters. OPPORTUNITY / CHALLENGE What challenge were you trying to address with Fusion Business Solutions (P) Limited? We needed additional resources to help us determine who owns the property at each construction site. We were having a hard time hiring enough staff for our California location. SOLUTION What was the scope of their involvement? Fusion Business Solutions (P) Limited provides business consulting services. We provide them with addresses, and they take those and use various property databases and the public assessor’s office at each county to figure out who owns the property. Then, they come back with the property owner and their contact information. Additionally, Fusion Business Solutions (P) Limited can tell us if the property is publicly, privately, or federally owned. We also give them names of various businesses, and they research and find the contact information and email addresses for those companies. What is the team composition? We have one supervisor and 9–10 researchers. How did you come to work with Fusion Business Solutions (P) Limited? We found them searching online. How much have you invested with them? We’ve spent about $110,000. What is the status of this engagement? We began our partnership in January 2022, and it’s ongoing. RESULTS & FEEDBACK What evidence can you share that demonstrates the impact of the engagement? Fusion Business Solutions (P) Limited has completed the assignments we’ve given them, and they continue to learn our processes and get better as we go along. The team is willing to accept our direction and is open to additional training. In fact, they bring in employees that can grow with the process, as any good employee would. Overall, they’ve met our expectations. We don’t have any negative feedback about the end product. How did Fusion Business Solutions (P) Limited perform from a project management standpoint? We pay them a flat fee, so they never exceed the budget. Moreover, they put in the time to do the work and don’t fall behind. We typically communicate through email and Zoom meetings. What did you find most impressive about them? They’re great; the team is open to changes. If we want to improve something, Fusion Business Solutions (P) Limited takes care of it. They initially weren’t familiar with how property is owned and recorded, so we had to train them. From there, they’ve taken the direction well. Are there any areas they could improve? They have a very hierarchical organization. They train supervisors, and then those supervisors go back and train the team. However, we’d often prefer to train directly with the team. Do you have any advice for potential customers? Make sure you dedicate enough time for training. RATINGS 4.5 * Quality 4.5 Service & Deliverables * Schedule 5.0 On time / deadlines * Cost 4.0 Value / within estimates * Willing to Refer 5.0 NPS Show BPO FOR FULL SERVICE STAFFING FIRM Dec 20, 2022 * Confidential * May 2022 - Ongoing * Oradell, New Jersey * Human Resources * Online Review * Verified 5.0 Quality 5.0 Schedule 5.0 Cost 5.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY A full-service staffing firm hired Fusion Business Solutions (P) Limited to augment their VMS Coordinator Team. FEEDBACK SUMMARY The client was most impressed with how the Fusion Business Solutions (P) Limited team was always attentive to their needs and respond very quickly to any requests. They described the workflow as very effective. BPO THE REVIEWER Sales Coordinator, Full-Service Staffing Firm "They employ very good people. Always attentive to needs and respond very quickly to any requests." THE REVIEW The client submitted this review online. BACKGROUND Please describe your company and your position there. I have been with the company for 22 years. I am now a Sales Coordinator in charge of a team of 3 VMS Coordinators. The company was founded in 1986, is a certified Woman-Owned Business Enterprise (WBE) dedicated to providing the highest quality of job opportunities to our candidates and staffing services to our clients. We are a full-service staffing firm with experience recruiting and delivering for IT, Accounting & Finance, Administrative & Clerical, Clinical & Scientific, and Marketing disciplines. Our long history in the staffing industry and dedication to excellence are the key differentiators that have fueled our success for over 30 years. OPPORTUNITY / CHALLENGE For what projects/services did your company hire Fusion Business Solutions (P) Limited? We hired Derek to become a part of the VMS Coordinator Team which submits candidates into various VMS tool and also to prepare job requirements to post to job boards. SOLUTION How did you select this firm and what were the deciding factors? We worked with you in the past and were happy with the overall performance. Describe the project in detail and walk through their service package. Submitting candidates into various VMS tools and preparing job requirements to post to job boards. How many resources from the vendor's team worked with you, and what were their positions? 1 - Derek, VMS Coordinator RESULTS & FEEDBACK Can you share any outcomes from the engagement that demonstrate progress or success? Derek caught on to the process very quickly. He manages his time very well. He is able to accurately do the tasks at hand with little to no supervision. How effective was the workflow between your team and theirs? Very effective workflow.. It was a pretty easy transition. What did you find most impressive or unique about this company? They employ very good people. Always attentive to needs and respond very quickly to any requests. Are there any areas for improvement or something they could have done differently? In speaking about only Derek, no, he improves daily and everything is fine. RATINGS 5.0 * Quality 5.0 Service & Deliverables * Schedule 5.0 On time / deadlines * Cost 5.0 Value / within estimates * Willing to Refer 5.0 NPS Show MARKET RESEARCH FOR CONSULTING FIRM Dec 1, 2022 * Confidential * Apr. 2022 - Ongoing * Toronto, Ontario * Consulting * Online Review * Verified 5.0 Quality 5.0 Schedule 5.0 Cost 5.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited conducts market research to support a consulting firm's business development and marketing teams. FEEDBACK SUMMARY Fusion Business Solutions (P) Limited has completed several projects successfully. Their team impresses the client with their thorough market research and ability to handle various tasks, CRM tools, and ongoing projects efficiently. They are also easy to work with, communicative, and adaptable. Market Research THE REVIEWER CMO, Consulting Firm KyoungHee Choi "They truly care about our needs and want to help us reach our goals." THE REVIEW The client submitted this review online. BACKGROUND Please describe your company and your position there. I am the CMO of the company. Our company is a consulting firm. OPPORTUNITY / CHALLENGE For what projects/services did your company hire Fusion Business Solutions (P) Limited? We needed some support from experienced company to help us with our Market Research. SOLUTION How did you select this vendor? We found Fusion Business Solutions (P) Limited from online research. We have reviewed Clutch reviews and compared with another companies offering a similar services.Once we interviewed their proposal, we went with this vendor because of their team based approach, responsiveness, and expertise. Describe the scope of their work in detail. Market research supporting our BD team and Marketing team. What was the team composition? I've worked closely with Mark, and their supervisor was oversight his works and check in with us to make sure we are satisfied about their service and expertises. RESULTS & FEEDBACK Can you share any outcomes from the project that demonstrate progress or success? A lot of projects are completed successfully. Marc who is working for us since we joined in the service, he accomplished successfully his Marketing research, and handling various tasks, CRM tools, and on going projects really well. Overall, we are so pleased to work with Mark. How effective was the workflow between your team and theirs? We had a regular meetings with their supervisor to go over progress, services, and next steps. We communicate over email regularly and they give is regular check in and updates. They are very responsive and always adapt to our feedback and implement it quickly. What did you find most impressive about this company? They are very easy to work with, responsive, committed, and responsible. I like this company is offering a dedicated expert like Marc to work with us and invested in his careers. They truly care about our needs and want to help us reach our goals. Simple payment process is also help them to reach the global clients like us. Is there any area for improvement or anything that could have been done differently? N/A RATINGS 5.0 Definitely FIVE stars! * Quality 5.0 Service & Deliverables Awesome! * Schedule 5.0 On time / deadlines Great! They are really responsive. * Cost 5.0 Value / within estimates Very reasonable and affordable. * Willing to Refer 5.0 NPS Most definitely! Show HUMAN RESOURCES SERVICES FOR RECRUITMENT COMPANY Nov 17, 2022 * $10,000 to $49,999 * Dec. 2021 - Dec. 2022 * San Diego, California * Human Resources * Online Review * Verified 5.0 Quality 5.0 Schedule 5.0 Cost 5.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited provided HR services for a recruitment company. The team helped with the recruitment, sourcing, and screening process of potential candidates. FEEDBACK SUMMARY Fusion Business Solutions (P) Limited successfully provided recruitment support and acquired two qualified candidates, which offset costs and satisfied the client. They effectively handled the workflow and communication. Above all, their steady work and feedback were the hallmarks of their work. Human Resources THE REVIEWER Executive & Recruiter, Technika Search Jill Martinelli "The work was steady, and the daily feedback was very helpful." THE REVIEW The client submitted this review online. BACKGROUND Please describe your company and your position there. I'm the Owner/CEO of a solo Recruitment practice. OPPORTUNITY / CHALLENGE For what projects/services did your company hire Fusion Business Solutions (P) Limited? Recruitment/Sourcing/Initial qualification screening of potential candidates for submittal, interview and hire. SOLUTION How did you select this agency and what were the deciding factors? In the meetings with the sales team I felt comfortable. They spelled out the plan and how they worked. I trusted them. Describe the project in detail and walk through the stages of the project. On-going recruitment for various positions throughout the year. Describe the recruitment process in detail. I provided message templates, job descriptions, and detailed company information to the recruiting partner assigned to me. I also provided key search criteria. He prequalified candidates and set up calls for me so I could do the final vetting and submit them to my clients. RESULTS & FEEDBACK Can you share any outcomes from the engagement that demonstrate progress or success? yes - My assigned recruiting partner, Martin, was successful in finding candidates that were worthy of an interview and many of them got offers. Although the majority of the candidates declined their offers, Martin did his job by keeping the candidate pipeline full and my clients were very happy. He had 2 hires of the candidates he supplied me which more than offset the cost of the service so I am happy with the outcome. How effective was the workflow between your team and theirs? Very effective. What did you find most impressive or unique about this company? The work was steady, and the daily feedback was very helpful. Are there any areas for improvement or something they could have done differently? no - I think they do a good job, better than any other recruitment sourcers I'd worked with. RATINGS 5.0 * Quality 5.0 Service & Deliverables * Schedule 5.0 On time / deadlines * Cost 5.0 Value / within estimates * Willing to Refer 5.0 NPS I refered them to 2 of my friends who used them as well. Show COSTUMER SERVICE OUTSOURCING FOR INSURANCE AGENCY Nov 4, 2022 * $10,000 to $49,999 * Sep. 2022 - Ongoing * Chicopee, Massachusetts * Other Industry * Phone Interview * Verified 5.0 Quality 5.0 Schedule 5.0 Cost 5.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited provides staff augmentation services for a property and casualty insurance agency. They manage resources to work on routine functions and improve the client’s efficiency. FEEDBACK SUMMARY Thanks to Fusion Business Solutions (P) Limited, the client has been able to focus on growth and revenue generation. The team has been beneficial from a productivity standpoint, and they stand out for their availability and responsiveness. They communicate effectively via Microsoft Teams and emails. Call Center Services Staff Augmentation THE REVIEWER Operations Manager, Insurance Agency “The partnership has proven to be more beneficial and cost-saving than hiring a full employee.” THE REVIEW A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript. BACKGROUND Introduce your business and what you do there. I’m the manager of a property and casualty insurance agency. We serve clients in Massachusetts. OPPORTUNITY / CHALLENGE What challenge were you trying to address with Fusion Business Solutions (P) Limited? We needed to improve efficiency within our organization. We had specific tasks and goals that we wanted our staff to accomplish, so we needed to have a resource to delegate some of the more routine and mechanical functions in our insurance work. SOLUTION What was the scope of their involvement? We initially provided job aids, step-by-step training, resources, and the full outline of the job, our expectations, and what success looks like for each of those. Once we provided the training for our specific resources, Fusion Business Solutions started managing all their training and resources. They’ve also trained their backup support members so we can still have someone to do the work if a teammate is out sick. Additionally, they maintain the quality and monitor the work that’s being done to help us from an auditing and compliance standpoint. What is the team composition? We currently have one person working 40 hours a week; he has a supervisor and an account manager. We regularly interface with the three of them, and there are two additional people behind the scenes. How did you come to work with Fusion Business Solutions (P) Limited? When we identified we wanted to utilize a service provider for our specific tasks, we approached Fusion Business Solutions. We had a call, and they gave us some references to hear about their experience. Then, we talked about the training and expectations; the clarity and organization of the whole program was a contributing factor to selecting them. Overall, they made it easy and outlined what we needed to do, the timeline, and what they’d work on, which was crucial for us. How much have you invested with them? We pay annually about $14,000. What is the status of this engagement? We started training in September 2022, and our partnership is ongoing. RESULTS & FEEDBACK What evidence can you share that demonstrates the impact of the engagement? Our productivity has increased, allowing us to focus on growth and revenue-generating activities. So far, they’ve been helpful from a productivity standpoint. Although it’s only been a couple of months, the increase in the ability to be productive will transform into growth, so the partnership has proven to be more beneficial and cost-saving than hiring a full employee. How did Fusion Business Solutions (P) Limited perform from a project management standpoint? They’re very responsive. We mainly interface through Microsoft Teams and emails. We also do a lot of video chats, and they’re timely and thorough with their communication. What did you find most impressive about them? One of their unique benefits is their availability. They’re contracted to be available and work the hours that we’re there. When they can’t they ensure somebody else does, so we get all the hours every week. Since the US has a lot of holidays with time off, we’re getting more than with a traditional employee. In general, we get a more productive resource, which is helpful and outstanding. Are there any areas they could improve? No, we have nothing at this moment. They’ve worked exceptionally well for us. Do you have any advice for potential customers? Preparation is key to success. Whatever the job or tasks you’re looking to perform, make sure you have a good understanding of what success looks like and the step-by-step pieces they need to take. If you can provide those resources ahead of time, your training will be much more effective, so they’ll start helping you earlier. RATINGS 5.0 * Quality 5.0 Service & Deliverables * Schedule 5.0 On time / deadlines * Cost 5.0 Value / within estimates * Willing to Refer 5.0 NPS Show DATABASE MGMT FOR INSURANCE COMPANY Oct 29, 2022 * $50,000 to $199,999 * June 2020 - Ongoing * Silver Firs, Washington * Legal * Phone Interview * Verified 5.0 Quality 5.0 Schedule 5.0 Cost 5.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited has provided database management services to an insurance firm. They’ve used Applied Epic to introduce new CRM functions and performed data entry via Excel and SharePoint. FEEDBACK SUMMARY Fusion Business Solutions (P) Limited has carried out tasks efficiently. The team has consistently achieved a 100% success rate, and the client has been pleased with the partnership. They’ve been a reliable partner who has communicated openly via email and met with the client via Zoom. IT Consulting & SI THE REVIEWER Owner, Howard Insurance Patrick Howard "Since we work with data, it’s easy for us to measure success, and Fusion is a phenomenal partner." THE REVIEW A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript. BACKGROUND Introduce your business and what you do there. I’m the owner of an independent insurance agency. OPPORTUNITY / CHALLENGE What challenge were you trying to address with Fusion Business Solutions (P) Limited? Our business is legal in nature, and we were spending a lot of time on repetitive functions and data entry tasks. We engaged Fusion to help us with daily database maintenance and other special projects. SOLUTION What was the scope of their involvement? The Fusion team helps us with data integrity, database management, and system functions. We use an insurance-specific CRM called Applied Epic, and the team uses the CRM to perform critical administrative functions that keep our business running. They also provide ad-hoc data entry services via Excel and SharePoint. Fusion primarily helps us introduce new functions and steps in with short-term projects when we need help. For example, they’ve reworked our internal systems and automated scripting. Whenever we introduce a new function, we schedule a recorded training call with a couple of Fusion team members. Sometimes, they conduct a test version before carrying out new tasks, but typically they dive right into the tasks after watching the training. I also provide step-by-step process documentation that teammates can access through our proprietary system. What is the team composition? We work with two team members daily, who report to a training manager and QA specialist from Fusion. How much have you invested with them? We’ve invested about $50,000 in the partnership to date. What is the status of this engagement? We’ve been working with Fusion since June 2020, and the partnership is ongoing. RESULTS & FEEDBACK What evidence can you share that demonstrates the impact of the engagement? Since we work with data, it’s easy for us to measure success, and Fusion is a phenomenal partner. They’ve helped us with hundreds of thousands of transactions, and their accuracy rate is 100%. How did Fusion Business Solutions (P) Limited perform from a project management standpoint? Fusion has a wonderful project management process, and we haven’t faced any issues. They’re highly communicative and efficient. Each day, they send me a plan based on our priorities, and in the evening, they send a report to my business manager and me detailing their work. Our partnership is one of my life's most comfortable, predictable, and boring relationships, which is fantastic. We meet via Zoom and communicate via email. What did you find most impressive about them? Although the team is based in India, they keep the same hours as we do, which is a significant differentiator. Furthermore, even though they’re not performing highly creative tasks, their level of consistency and communication is stellar. I’d be happy working with them for many years to come. Are there any areas they could improve? I cannot even think of one area Fusion could improve on. Do you have any advice for potential customers? My advice is to hire Fusion. RATINGS 5.0 * Quality 5.0 Service & Deliverables * Schedule 5.0 On time / deadlines * Cost 5.0 Value / within estimates * Willing to Refer 5.0 NPS Show BPO SERVICES FOR INDEPENDENT INSURANCE AGENCY Aug 19, 2022 * Less than $10,000 * July 2022 - Ongoing * College Station, Texas * Other Industry * Phone Interview * Verified 5.0 Quality 5.0 Schedule 5.0 Cost 5.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited has provided two staff members to an insurance company. After an initial 30-day trial, they've learned to use Applied Epic to support invoicing and administrative efforts. FEEDBACK SUMMARY Fusion Business Solutions (P) Limited has delivered high-quality staff who've learned tasks quickly and exceeded the client's expectations. They have an effective, clear process, which has allowed them to deliver results in a timely manner. They've asked great questions and been responsive partners. BPO THE REVIEWER Owner & President, Jones & Associates Insurance Bruce Jones "They follow a clear methodology, learn quickly, and deliver fast results." THE REVIEW A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript. BACKGROUND Introduce your business and what you do there. I’m the owner and president of Jones & Associates. We’re an independent insurance agency. OPPORTUNITY / CHALLENGE What challenge were you trying to address with Fusion Business Solutions (P) Limited? We lost two employees to larger insurance agencies and struggled to fill their positions. We’d posted advertisements on Indeed but hadn’t received any applications for over two weeks, so we reached out to Fusion to see if they could help us. SOLUTION What was the scope of their involvement? They’ve supplied us with employees who help with our accounting needs, take service calls and work on administrative policy changes. They work overseas, so they’ve handled everything remotely. First, we held an introductory call via Zoom to discuss our needs. Then, they delivered a proposal in which they agreed to work close to our regular schedule. After reviewing their proposal, they provided us with a 30-day trial with the option to continue, which we’ve done. Fusion has provided us with two staff members; one assists us with the personal side of the business, and the other helps with the commercial side. We run an insurance-specific software called Applied Epic, which takes a certain amount of expertise. The software tracks insurance policies, commissions, and data. The Fusion team members have learned how to use Applied Epic from a technical standpoint to help us with administrative tasks. They’re big on screen sharing, so when they have questions, they’ll screen-record things and send them to me for review. The personal-focused staff member has created scripts and templates, documented our processes, and returned client service calls. They’ve also been responsible for answering billing questions and helping us with policy changes when people switch vehicles or mortgage companies update roof years. The commercial-focused staff member has handled our invoicing for brokerages. They’ve also been responsible for downloading the data we received from all of our insurance companies and populating it into our agency management system. What is the team composition? We work with six team members, including our personal and commercial staff members and four managers. How did you come to work with Fusion Business Solutions (P) Limited? Fusion had been emailing me to discuss a partnership, so I reached out to them when we needed additional staff. How much have you invested with them? We’ve invested about $2,500, but we just extended the contract until the end of the year, which will amount to roughly $12,000. What is the status of this engagement? We engaged Fusion in July 2022, and the partnership is ongoing. RESULTS & FEEDBACK What evidence can you share that demonstrates the impact of the engagement? They’ve provided fantastic staff; we’ve been delighted with their services. My manager has seen the value in the partnership after just two phone calls with them; she thinks they’ll teach us a thing or two. How did Fusion Business Solutions (P) Limited perform from a project management standpoint? Fusion has managed the project well, and they’re much easier to work with than other local staff members we’ve hired. We meet with the managers weekly via Microsoft Teams, and whenever we need something from their staff, we’ll message them. The process isn’t quite as formal as other projects, but they do what we need to do to get things done. The Fusion team is precise; we can tell how tuned in they are by their questions. They listen to us, and they take action immediately if we need to change something. We’ve had an outstanding experience. They follow a clear methodology, learn quickly, and deliver fast results. What did you find most impressive about them? Fusion’s biggest strengths are their precision and speed. They communicate precisely and work quickly, so much so that they’ve asked us for more work, which has floored us. We’re actually scrambling to give them more work, which has been unexpected. They follow effective, systematic processes. Working with teams who are 6000 miles away can be challenging. However, they understand the workflow of smaller companies like ours. They’re also quick learners; there have been instances where we’ve trained them via screen-share, and they’ve already known how to do certain tasks. Are there any areas they could improve? I have nothing Fusion could improve on. Do you have any advice for potential customers? I advise trusting Fusion to take care of your business because they will. RATINGS 5.0 They've exceeded my expectations. * Quality 5.0 Service & Deliverables * Schedule 5.0 On time / deadlines * Cost 5.0 Value / within estimates * Willing to Refer 5.0 NPS I've already referred them to people. Show PROCESS OPTIMIZATION FOR INSURANCE COMPANY Aug 19, 2022 * Less than $10,000 * Sep. 2021 - Ongoing * Woodridge, Illinois * Financial services * Online Review * Verified 4.5 Quality 4.0 Schedule 5.0 Cost 5.0 Willing to Refer 4.5 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited has been hired by an insurance company for assistance in improving their processes. Their work includes entering apps into the client's system and creating proposals. FEEDBACK SUMMARY Thanks to Fusion Business Solutions (P) Limited's efforts, the client has saved more time, allowing them to work on more important tasks. The team communicates with the client weekly and sets up Zoom meetings as needed. In addition, they listen and respond positively to feedback. Business Services THE REVIEWER Manager, Insurance Company "They take direction fairly well." THE REVIEW The client submitted this review online. BACKGROUND Please describe your company and your position there. I am the manager of a Insurance Broker who deals primarily in commercial insurance. OPPORTUNITY / CHALLENGE For what projects/services did your company hire Fusion Business Solutions (P) Limited? Our company uses Fusion to help streamline the data entry of the work. This includes entering applications into our system, doing proposals, starting our renewal process and helping with special projects like putting a template together. SOLUTION How did you select this firm and what were the deciding factors? I was not involved in the beginning of narrowing down the firms but the final decision was made based off speaking to other agents who used Fusion and confirming the quality of their work. Describe the project in detail and walk through their service package. Our contact helps us streamline our process by doing the data work that would take our employees away from clients. Them doing things like our proposal or applications allows our team more balance in their job. How many resources from the vendor's team worked with you, and what were their positions? We have one account manager and one team member we work with daily. RESULTS & FEEDBACK Can you share any outcomes from the engagement that demonstrate progress or success? Being able to have them work on the data side things has saved our team time and allowed them to work on other items. How effective was the workflow between your team and theirs? Fusion communicates weekly on feedback about who you work with and making sure to set up zooms to go over processes and questions. What did you find most impressive or unique about this company? They take direction fairly well. If they are doing something differently than what you want, they will listen to your direction and make the changes. Are there any areas for improvement or something they could have done differently? At first there is a learning curve and the time it takes them to get something done is longer than if you did it yourself but once they have the process down they do speed it up. RATINGS 4.5 * Quality 4.0 Service & Deliverables * Schedule 5.0 On time / deadlines * Cost 5.0 Value / within estimates * Willing to Refer 4.5 NPS Show MANUAL ACCOUNTING FOR INSURANCE COMPANY Aug 18, 2022 * Less than $10,000 * May 2022 - Ongoing * Scottsdale, Arizona * Other Industry * Online Review * Verified 5.0 Quality 5.0 Schedule 5.0 Cost 5.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited supports an insurance company with monthly manual accounting. They work independently to create reports using Excel and use a proprietary system to complete tasks. FEEDBACK SUMMARY Fusion Business Solutions (P) Limited completes the month-end manual process in 50 hours, which is consistent with the client's staff. They absorb and implement feedback and are 95% accurate in their processes; they've increased their workload while maintaining their turnaround time. Accounting services THE REVIEWER Directory of Accounting, KW Specialty Insurance Co Monica Spivey "Their support has relieved my staff to focus on meeting deadlines, improving workflows, and enhancing systems." THE REVIEW The client submitted this review online. BACKGROUND Please describe your company and your position there. I'm the Director of Accounting for an E & S Insurance Company. I oversee the general ledger, accounts payable, accounts receivable and financial reporting. OPPORTUNITY / CHALLENGE For what projects/services did your company hire Fusion Business Solutions (P) Limited, and what were your goals? As a new company, we have many initiatives in play. We are utilizing Fusion First for a monthly manual process while we stand up automated systems. Their support has relieved my staff to focus on meeting deadlines, improving workflows, and enhancing systems. SOLUTION How did you select this firm and what were the deciding factors? After becoming aware of Fusion First as a solution, I requested references from other customers within the Insurance Industry. Those candid conversations gave me the comfort to try a 50 hour block of services. Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. First, we met for a general description of the monthly process. I then provided a procedural document for training. We scheduled several teams meetings to train the staff which were recorded for future reference. Work performed was then reviewed with feedback for improvement provided through additional teams meetings which were also recorded. For the first two months, half hour meetings twice a week were scheduled to answer questions and give feedback. After two month end cycles, the staff is performing at expectations. The staff was given access to our systems and the reports necessary to complete the process. The work is completed using excel and our proprietary KWIQ system Describe their billing or cost structure. We are currently buying staff time in 50 hour increments. How many resources from the firm's team worked with you, and what were their positions? We were assigned and Account Manager, Supervisor and a virtual staff member. I work primarily with the Supervisor and virtual staff member. We communicate through teams and email. RESULTS & FEEDBACK Can you share any measurable outcomes of the engagement or general feedback about the services? The month end manual process is usually completed in 50 hours. This is consistent with the time relieved from our in house staff. The final review of the process remains in house. The accuracy of the process is above 95%. The volume of work has increased month over month, but the time to complete has not. The staff gets better each month. Describe their project management style, including communication tools and timeliness. Since this process is manual and repetitive, once trained the staff is working independently and timely. At the end of each day, I received a recap of work completed and hours used. What did you find most impressive or unique about this company? What stands out to me is a the staff's conspicuous desire to do a good job. All feedback has been absorbed and improved future work. A very service oriented team. Are there any areas for improvement or something they could have done differently? I have no suggestions. RATINGS 5.0 I am happy to have utilized a new type of resource in my career. It was a good decision. * Quality 5.0 Service & Deliverables This project is very detailed. The error rate is below 2%. A good result for a manual process. * Schedule 5.0 On time / deadlines Our contract is technically for only 4 hours per day. Since this is a month end report, they have shifted hours meet deadlines. * Cost 5.0 Value / within estimates Fusion First is a good value. Costs are very reasonable. * Willing to Refer 5.0 NPS Show BPO SERVICES FOR INSURANCE AGENCY Jul 13, 2022 * Less than $10,000 * Apr. 2022 - Ongoing * Fort Myers, Florida * Other Industry * Online Review * Verified 5.0 Quality 5.0 Schedule 5.0 Cost 5.0 Willing to Refer 5.0 SUMMARY PROJECT SUMMARY Fusion Business Solutions (P) Limited was hired by an insurance agency to provide virtual employees. They've provided three virtual assistants to handle the client's important backend processes. FEEDBACK SUMMARY Fusion Business Solutions (P) Limited's support allows the client to scale their teams without having to add infrastructure. They're quick to adapt and integrate themselves into the client's workflow, ensuring a seamless partnership. They communicate effectively and remain dedicated and hardworking. BPO THE REVIEWER Chief People Officer, Chapman Insurance Group Isom Rigell "Their communication has been excellent, and they are thorough and hardworking." THE REVIEW The client submitted this review online. BACKGROUND Please describe your company and your position there. We are a midsize independent insurance agency in SW Florida. We have 52 full time employees and specialioze in homeowners, auto and commercial insurance. I am the Chief People Officer and I oversee our team , new hires and employee satisfaction. OPPORTUNITY / CHALLENGE For what projects/services did your company hire Fusion Business Solutions (P) Limited? Our company is growing quickly and faced with staffing and physical space issues. We partnered with Fusion to add team members without having to add infrastructure. They handle several important back-end processes for us and have done an excellent job. We currently have 3 virtual employees through Fusion, and we are very pleased-we will add more in the future. SOLUTION How did you select this firm and what were the deciding factors? We looked into a few different companies that provide this type of service. We settled on Fusion because of Value, communication, reputation and presentation. We have been very pleased! Describe the project in detail and walk through their service package. Fusion provides virtual employees for many different industries, but specifically insurance companies. We have one VA serving on our personal lines team, one on our service team and one on our commercial team. They are not client facing but they handle important processes behind the scenes with ease. How many resources from the vendor's team worked with you, and what were their positions? We interacted with 2-3 different folks on the management side of things for Fusion. I am not entirely sure what their titles are but we interacted with people in marketing, sales and insurance team management. RESULTS & FEEDBACK Can you share any outcomes from the engagement that demonstrate progress or success? Integrating our Fusion team into our workflow has been seamless. They hit the ground running and have made themselves invaluable in just a short period of time. How effective was the workflow between your team and theirs? Extremely. We have team members that work directly with our Fusion counterparts and they speak very highly of their ability to work and integrate. What did you find most impressive or unique about this company? Their communication has been excellent, and they are thorough and hardworking. Their management team is great and easy to work with. Are there any areas for improvement or something they could have done differently? So far we feel great about our partnership. RATINGS 5.0 A great company to work with. Genuine, hard working people with experience, understanding, great communication and easy integration. * Quality 5.0 Service & Deliverables Excellent work, easy integration. * Schedule 5.0 On time / deadlines Excellent communication. * Cost 5.0 Value / within estimates Great value overall. * Willing to Refer 5.0 NPS Have already done so multiple times. Show Showing 1-10 of 40 Reviews * 1 of 4 * * Portfolio INSURANCE SUPPORT SERVICES PORTFOLIO Show more * © 2023 Clutch * Terms of Service * Privacy * We updated our Terms of Service on August 4, 2022. 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