We have paused offering personal lines products to NEW customers because of circumstances beyond our control in the insurance market. We will continue to serve our existing clients and do our best to secure coverage. Such products include homeowners, private automobiles, umbrellas, landlord coverage, renters, and other personal property insurance. Thank you for understanding!
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Address: 5095 Murphy Canyon Rd Suite 200, San Diego, CA 92123
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Phone: (858) 384-1506
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Email: hello@foagency.com
As a business insurance broker and insurance agent to many businesses, Fusco Orsini & Associates understands the need to provide its clients with value-added services. The team at FOA knows that to be the best partner to its customers, it must deliver insurance solutions, risk management, and compliance services. That’s why we provide every business customer an FOA Client Package – streamlined insurance, risk, and compliance services for busy professionals. If you have yet to take advantage of yours, please ask your agent or account manager for assistance with onboarding!
FOA CLIENT PACKAGES
An FOA Client Package consists of several products and services. So, we decided to spotlight one service in each video for this series, named ‘FOA Client Package Spotlight.’
FOA CLIENT PACKAGE SPOTLIGHT #2 – FREE PORTALS AND A MOBILE APP!
Every business client of our agency receives two complimentary portals and a mobile app! We know that our customers expect great technology to deliver an excellent client experience. Therefore, we invest lots of our time and resources to enhance technology for our clients to enjoy.
24/7 SELF-SERVICE PORTAL
The Fusco Orsini & Associates 24/7 self-service portal allows you to review all of your policies, documents, claims, and billings in one convenient location – 24/7! As the associates at FOA work within your account, the information updates in real-time on the portal. The portal even allows clients to request updates and certificates from the convenience of their desktop or tablet.
MOBILE APP
The client portal extends to our mobile app and will enable customers to retrieve their insurance information while on the move. The login utilized for the client portal allows immediate use of the mobile app. We find that policyholders use our app to retrieve auto ID cards, certificates, and additional insured endorsements.
RISK MANAGEMENT AND COMPLIANCE PORTAL
Market research shows that a business will spend $2,000-$3,000 at a minimum on annual costs for resources provided within our risk management and compliance portal. Here is a summary of the helpful information our clients find within this portal.
1) Content library with resources to assist with discipline, termination, employee benefits, forms and policies, health care reform, human resources, recruitment and hiring, reference center, risk management, safety & wellness, and state laws.
2) HR apps for salary benchmarking, sample job descriptions, custom job description builder, employee cost calculator, HR self-assessment tool, interview question builder, and performance review builder.
3) Compliance apps to include compliance poster builder, federal poster advisor, FMLA advisor, and multi-state laws comparison tool.
4) Handbooks, to include an employee handbook builder.
5) OSHA logs.
6) *Virtual training center
7) *HR advisory hotline
*We do not include the virtual training center and HR advisory hotline with all FOA Client Packages.
TAKE THESE STEPS TO TAKE ADVANTAGE OF FOA CLIENT PACKAGES
If you’re a business client of our agency and have not yet onboarded your client package, please complete the form below, and we will schedule an onboarding meeting. If you watched and would like to discuss how we can assist your company, please email clientpackages@foagency.com. We will route you to an associate of our agency to help.
