How FBSPL outsourced best database management for insurance broker?

Highlights

• The client needed database management to create quotes renewal policy notification daily downloads policy checking.
• The client was working for large brands and those large brands existed to provide a product or service to a segment of people. As a result, they engaged with FBSPL team to help them identify potential prospects for this conversation.
• FBSPL provided virtual staff to help the client handle lot of work that saved more time for other employees. This gave the client a chance to put more energy to develop new business and get more business opportunities.

Case summary

An insurance brokerage engaged the services of Fusion Business Solutions (P) Limited for ongoing database management. The team organized the company's insurance systems and regularly checked policy updates.

The client

Insurance broker, dealing business with individual customer and commercial customer for P&C and L&H products.

The challenge

The client needed database management to create quotes renewal, policy notification, daily downloads & policy checking.

The approach

Essentially, the client was working for large brands and those large brands existed to provide a product or service to a segment of people. As a result, they engaged with FBSPL team to help them identify potential prospects for this conversation.

The deciding factors for the client to select FBSPL included price structure, best insurance process outsourcing services, good customer service, experience and reputation.

The account manager took the initiative to serve the client with the best we could.

The outcome

FBSPL provided virtual staff to help the client handle lot of work that saved more time for other employees.

Outsourcing impacted the client in a way to put more energy to develop new business and get more business opportunities.

The communication was certainly great through virtual meeting, phone call or email.