“Success is Sure, Believe in Phoenix”

With Our Agency Optimization Services, Re-Adapt Your P&C Insurance Operations To

Here Is How We Can Help You Excel

#keeping U first

Reformed Client Service and Policy Workflows

Get efficient lead conversion and enhanced client satisfaction.

  • Lead to Policy Journey
  • Policy Administration
  • Document Management
  • Renewal and Termination

Centralized Knowledge and Training

Optimize operations with comprehensive training.

  • Centralized Workflow Database
  • Comprehensive Onboarding Training Program
  • Optimization of Insurance Agency Management System (AMS Platforms)

Technology-Driven Automation and Analytics

Automate tasks with technology optimization and apply data-driven insights.

  • Automated Client Communication
  • Automated Task Triggers
  • Data-Driven Reporting and Analytics

Standardized Communication and Documentation

Increase productivity and reduce errors.

  • Standardized Email Templates
  • Document Management in Your Agency Management System
  • Uniform Naming Conventions

Our services have

0+ Satisfied clients

0.0 Clutch rating

0% Client retention

And we do it all in just 4 simple steps:

Discovery Call

Understanding the specific needs and challenges of your P&C insurance space

1
2
Audit

Reviewing your existing service delivery model

Proposal

Developing a customized service optimization plan

3
4
Implementation

After approval, moving on to the implementation phase

But why us?

Because our industry-leading professionals get you results

Laura Waldyn, Vice President of Insurance Consultation at FBSPL

Laura Waldyn

Vice President, Agency Optimization Services

With over 24 years of experience in the insurance industry, she has held various roles, including claim specialist, independent agent, assistant underwriter, and senior client specialist.

She has expertise in crafting business strategies, improving operational efficiency, and managing a book of business, generating over $4 million in revenue. In 2015, she was crucial in establishing a start-up agency in Austin, Texas.

In 2017, she founded her own agency, Business Insurance Solutions, and began consulting for other agencies. Today, Laura leads our team in providing cutting-edge optimization and training tools for independent agencies to thrive via growth and efficiency solutions.

Kuldeep Bhatnagar, Chief Marketing and Sales Officer-FBSPL

Kuldeep Bhatnagar

Boasting a robust career spanning over 17 years, Kuldeep Bhatnagar, we call him KB, is an esteemed veteran in the field of business process management and currently holds the position of Chief Marketing and Sales Officer with us.

His extensive experience has endowed him with a profound understanding of market dynamics, which he leverages to formulate innovative strategies that drive revenue and secure long-term success for his clientele.

Despite the digital age’s preference for virtual meetings, KB firmly believes in the power of face-to-face interactions and is committed to fostering personal connections and infusing a human touch into every business engagement that he undertakes.

Client

speaks

Client speaks

"Since we work with data, it’s easy for us to measure success, and Fusion is a phenomenal partner."

Patrick Howard, Owner, Howard Insurance

"Their ability to keep costs under control over a long time while delivering on their service promises is impressive."

Luke Arbucho, Principal, Suburban General Insurance Agency

"Their support has relieved my staff to focus on meeting deadlines, improving workflows, and enhancing systems."

Monica Spivey, Directory of Accounting, KW Specialty Insurance Co

With us, it goes beyond AOS
Let's look at other services that our ecosystem of growth offers.

Virtual Assistance Services for Insurance
Virtual Assistance

Eliminate challenges related to your agent productivity, cost management, and data compliance with our virtual assistance services.

Virtual Assistance

Eliminate challenges related to your agent productivity, cost management, and data compliance with our virtual assistance services.

Accounting Support for Insurance Industry
Accounting Support

Manage your books and commission reconciliations with our expert support.

Accounting Support

Manage your books and commission reconciliations with our expert support.

Recruitment Support Services at FBSPL
Recruitment Assistance

Hire the best talent for your in-house team with our recruitment support services.

Recruitment Assistance

Hire the best talent for your in-house team with our recruitment support services.

Like what you just experienced?

Let us upgrade and streamline your business process now.

Let us upgrade and streamline your business process now.

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