Client Access [Free Tools and Services]

Fusco Orsini & Associates delivers free tools and services to its clients.

A Fusco Orsini & Associates we make the complex insurance world easy for our clients. For that reason, we’re bringing you a brand new 24/7 Self-Service Portal and mobile app. These tools provide all clients with a more straightforward way to manage their insurance in one place at no additional cost.

To access the Portal, visit this link and click “Create New Account” under the login section of the page. If you have any issues registering, please email service@foagency.com.

Once you register for the client portal, you may use the same credentials to download our new and improved mobile app! Tour our new mobile app in the video below and take advantage of these free tools and services.

MORE ABOUT THE CLIENT PORTAL [FREE TOOLS AND SERVICES]

Once logged in, the Portal’s home screen will display the agency’s personnel team, who can help with your insurance and risk management services. It also shows quick links and documents that your FOA team has uploaded for you.

You will also notice the following tabs at the top of the page where you can directly access sites provided within your FO360 services. These excellent resources include:

FO360: Risk Management & Compliance Portal (FO360 Enhanced, Key, and Premier): Our customers love the daily updates they receive from our risk management and compliance portal. The Portal delivers thousands of valuable tools to enhance and grow your business.

FO360: Virtual Training Center (FO360 Key and Premier): Our learning center engages your employees with a virtual interactive module that offers over 200 LMS courses.

FO360: Benefits Administration and Enrollment Platform (FO360 Enhanced, Key, and Premier): As you grow and scale, leveraging technology to administer and track your Health & Wellness program is vital. We manage your benefits account administration, support your employees, find errors on your bill, and do the upkeep of your platform.

Visit this post for more on FO360

THE CLIENT PORTAL SIDEBAR

Along the side of the page are different tabs, including:

Your Document Center: Access any documents uploaded by Fusco Orsini & Associates personnel.

Certificate Request Form: Request a certificate of insurance or additional insured.

Download Auto ID Cards: Download your Auto ID cards if you have an auto policy through FOA.

Policy Management: See a list of the policies you have, the type of policies you have, your policy numbers, the effective dates for each policy, the insurance company your policy is under. Click on “View Summary” to open a PDF summary of each policy detailing its limits and premium.

Make a Payment: Easily make payments for your open agency billed invoices.

View My Information: Ensure that your contact information is correct and request updates if needed.

Agency Service Center: Directly link to our award-winning service center. You can update an address, request a certificate, or contact for general assistance.

Client Resources: Keep up with trends by reading our BLOG, watching our Youtube videos, or listening to our podcast.

Links to Portals: Another section of the Portal to access additional portals.

If you haven’t used your client portal, please call us at (858) 384-1506, so we can set you up with more free tools and services and answer any questions.

Discover our Zywave Risk Management and Compliance Portal!

“Zywave Risk Management and Compliance Portal” is a paid risk management and compliance portal available to Fusco Orsini & Associates ENHANCED, KEY, and PREMIER clients. The Portal provides a newsfeed of relevant, accurate, and time-saving resources that clients can access 24/7. Examples include compliance posters, industry standards, “Return to Work” policies, and more.

Once logged in, the home page will display an Ad banner highlighting the latest industry trends and developments.

Above the Ad Banner, you will find popular content category tabs that will help you explore content related to subjects that interest you. You can also access these categories by clicking the explore menu option on the left-hand side of the page.

Directly below the Ad Banner is a frequently updated newsfeed with relevant and downloadable content and tools written and reviewed by a professional writers and attorneys team. You will also be able to access industry-specific information, including industry standards, compliance posters, and more, through the newsfeed.

On the right-hand side of the home page, you can view content recently accessed by other company members and trending topics other employers are considering.

On the left-hand side of the page, you will find a search tool that helps you locate content on specific keywords. Once you search for a keyword, you can view recommended content, FAQs, resources, and popular forms and policies.

Also, on the left-hand side of the page, you’ll find the “From Your Broker” tab beneath the “Explore” tab. Here you will find resource recommendations personalized to your company based on what the Portal knows about your needs.

Beneath the “Explore” tab, you will also find the “Toolbox” tab, where you can set up a personalized and easy-to-navigate calendar of compliance deadlines that includes relevant details and links to each event. You can even get email reminders for compliance deadlines.

On the top right-hand side of the page, you will see a HR Hotline button. This button allows you to connect with a team of HR experts available via email and phone to help you with your HR and risk management concerns. Please note that this tool is provided at no cost to Premier customers only.

In addition to having access to an abundance of resources, you can customize email alerts and personalize your Portal by tailoring your content to specific topic categories, locations, industries, and more. For more details and to set up access to the Zywave Risk Management and Compliance Portal, please get in touch with us at (858) 384-1506 or email us at service@foagency.com.

WHAT CAN THE ZYWAVE VIRTUAL TRAINING CENTER DO FOR YOUR BUSINESS?

More and more companies are moving to a distributed workforce and it is critical that businesses consistently train their employees to meet compliance, regulatory, and safety needs.

Key and Premier FOA clients receive the Zywave Virtual Traning Center at no cost. Once logged in to the platform, the Course Catalog is a great place to view the hundreds of courses available to your company. Categories include:

Chemical and Environmental Safety

Construction Safety

Coronavirus Protection and Response

Cybersecurity

Diversity & Ethics

Drugs and Alcohol

Employee Success

Ergonomics

Fiduciary Basics

Fire Safety

General Workplace Safety

Hazard Communication and GHS

Health Care Safety

Hiring and Termination

Labor and Privacy Law Protection

Manager Success

OSHA Compliance

Personal Protective Equipment (PPE)

Powered Industrial Trucks and Aerial Lifts

Transportation Safety

Workplace Harassment and Violence (state specific)

Download the complete course catalog here.

EASE MAKES YOUR BENEFITS ADMIN AND ENROLLMENT A CINCH!

FOA’s employee benefits team provides consulting and brokerage services to our health and welfare program clients.

Taking it one step further, our Enhanced, Key, and Premier clients receive more with our “EASE Benefits Administration and Enrollment Platform,” free of charge.

The platform streamlines account servicing and enrollment for many of your employee benefit plans, including major medical, dental, vision, and voluntary programs.

EASE removes the burden of managing health and welfare programs by:

• Driving employees to make smarter healthcare decisions
• Completing enrollments faster
• Accessing benefits information 24/7

And even better, our account managers have complete insight into the platform to help keep up with changes, billing, and client support.

For more information about the EASE Benefits Platform, email our benefits team at benefits@foagency.com. We look forward to hearing from you.

INVESTING IN OUR CLIENTS

As your insurance and risk management partner, we believe it is our responsibility to continue investing in the best services and products in the marketplace.

We hope you utilize the free tools and services and will continue investing in innovative systems that help you succeed.

Do not hesitate to call us at (858) 384-1506 with questions or for assistance enrolling.

Thank you again for being a client of Fusco Orsini & Associates!