Lesley T.
Amazing Back Office Support with Insurance Experience!
Hi, my name is Lesley and I’m with CST Insurance Services, a property and casualty insurance agency based in Southern California. Before working with FBSPL, one of the biggest challenges we were facing was keeping up with the day-to-day administrative workload while still giving our clients the attention and service they deserve. In insurance, there are so many moving parts — processing documents, handling renewals, policy servicing, certificates, follow-ups, and staying organized across different carriers and systems. It can become overwhelming, especially for a smaller agency where every team member wears multiple hats. We chose FBSPL because we needed a reliable partner that understood the insurance industry and could support our workflow without requiring us to constantly micromanage. From the beginning, their team was professional, responsive, and willing to learn how we do things. That was very important to us because every agency has its own process, and we wanted support that could adapt to our way of working. Our experience with FBSPL has been very positive. Their team has helped us become more efficient and organized, and they’ve taken a lot of repetitive but important tasks off our plate. That has allowed us to focus more on client relationships, sales, retention, and the bigger-picture areas of the business. One thing I really appreciate is their communication. They are responsive, open to feedback, and committed to improving. Whenever we’ve needed adjustments or clarification, they’ve been easy to work with and willing to make changes. That makes a huge difference when you’re trusting an outside team to support your business. Since working with FBSPL, we’ve seen improvements in turnaround time, consistency, and overall workflow. It feels like we have additional support behind the scenes, which helps our agency operate more smoothly and gives us more time to focus on serving our clients. I would definitely recommend FBSPL to other insurance agencies or businesses that are looking for dependable back-office support. If you’re trying to grow, stay organized, and free up time for your in-house team, having a partner like FBSPL can be a real asset. Overall, we’re grateful for the support FBSPL has provided, and we look forward to continuing to work with their team.



