Felcorp Support
Immediately available
Set up in less than 24 hours
60 hours of specialised support
Our BPO Services Trial is designed for businesses interested in our Full Time Staff and Pod Engagement service models. We've specifically formulated it to identify process and technical capability so that we can better predict long-term service success.
Our trial service can be customised to meet small business and enterprise needs.
You can choose to trial either our paraplanning service or our adviser admin service.
If you would like to trial both services, please contact us and we can facilitate a custom joint services trial.
60 hours of Service Support: We'll provide you with 60 hours of genuine, billable services with one of our specialist support staff that will be dedicated to you during the trial period. The staff member will be fully supervised by the allocated division manager that will work with you and the staff member to achieve your illustrated goals and understand your processes.
20 hours of Onboarding Support: We'll also provide you with 20 hours of onboarding support provided by our management team to help set up access and any training we need to do with you.
20 hours of Process Establishment Support: Our management team will simarily provide 20 hours of support to write up standard operating proccedures and specific quality control mechanisms that will be included in the normal service agreement.
Our financial planning BPO trial engagement is designed for Australian financial services businesses that are interested in our Financial Planning Outsourcing BPO Service. and are interested in a potential full time staff engagement.
Note: For enterprise organisations, we can facilitate a custom trial program over a larger 3 month period. Please see navigate to the Custom Trial tab above.
During our discovery call, we will assess your scope and workflow duties. We will suggest typical tasks that you can allocate and provide guidance on how to structure your workflow.
As each engagement is unique, firms will utilise different areas of support that we offer. With each support area, we have our own division manager, processes and training programs.
You can choose to trial our service within one of our accounting specialisations between either Tax Accounting or Bookkeeping.
60 hours of Service Support: We'll provide you with 60 hours of genuine, billable services with one of our specialist support staff that will be dedicated to you during the trial period. The staff member will be fully supervised by the allocated division manager that will work with you and the staff member to achieve your illustrated goals and understand your processes.
20 hours of Onboarding Support: We'll also provide you with 20 hours of onboarding support provided by our management team to help set up access and any training we need to do with you.
20 hours of Process Establishment Support: Our management team will simarily provide 20 hours of support to write up standard operating proccedures and specific quality control mechanisms that will be included in the normal service agreement.
Our Accounting BPO trial engagement is designed for public practice accountants and accounting businesses that are interested in our Accounting Outsourcing BPO Service and a potential full time staff engagement.
Note: For enterprise organisations, we can facilitate a custom trial program over a larger 3 month period. Please see navigate to the Custom Trial tab above.
During our discovery call, we will assess your scope and workflow duties. We will suggest typical tasks that you can allocate and provide guidance on how to structure your workflow.
As each engagement is unique, firms will utilise different areas of support that we offer. With each support area, we have our own division manager, processes and training programs.
With our insurance BPO service, each engagement is typically quite unique and is inherently customisable. We do however, offer set specialisations below:
Insurance Claims Outsourcing
Insurance Customer Support Outsourcing
Insurance Agency Outsourcing
If you seek further insurance BPO services support and specialist trial options that does not necessarily fall into the categories listed above, please contact us as we likely have experience in that area.
60 hours of Service Support: We'll provide you with 60 hours of genuine, billable services with one of our specialist support staff that will be dedicated to you during the trial period. The staff member will be fully supervised by the allocated division manager that will work with you and the staff member to achieve your illustrated goals and understand your processes.
20 hours of Onboarding Support: We'll also provide you with 20 hours of onboarding support provided by our management team to help set up access and any training we need to do with you.
20 hours of Process Establishment Support: Our management team will simarily provide 20 hours of support to write up standard operating proccedures and specific quality control mechanisms that will be included in the normal service agreement.
Who's it for:
Our financial planning BPO trial engagement is designed for Australian financial services businesses that are interested in our Insurance BPO Service and a potential full time staff engagement.
Typical Insurance firms include:
Note: For enterprise organisations, we can facilitate a custom trial program over a larger 3 month period. Please see navigate to the Custom Trial tab above.
During our discovery call, we will assess your scope and workflow duties. We will suggest typical tasks that you can allocate and provide guidance on how to structure your workflow.
As each engagement is unique, firms will utilise different areas of support that we offer. With each support area, we have our own division manager, processes and training programs.
As expected, a custom trial is infinitely configurable and can be constructed as a transitional or even short-term tool before commencing a formal Pod Engagement.
Custom trials are also used for financial services businesses that wish to engage Felcorp to provide support in other specific areas outside of insurance, financial planning and accounting but within the broader category of financial services. For more information, please see our Custom Financial Services BPO Operation page.
Once a firm registers their interest to commence a BPO service relationship, we will discuss the specific needs and create a trial proposal that will address the unique needs of that service operation.
Take a look at our timeline for your initial enquiry to fully operational BPO service.
Book a call, send us a form message or give us a call now to begin the process.
On the call, we'll explain our operations and ascertain your needs, software and processes.
We'll begin our onboarding process and plan the workfow.
We'll get the team set up with software, training resources and management supervision processes.
We'll complete our trial or pilot program. You decide if you wish to engage us or leave us.
Evaluate and accept our proposal for a full time staff engagement.
We'll hire your preferred candidate, supervise and train them to your specific process and commence the engagement.
We'll provide you with detailed timesheet and job breakdown for productivity reporting and where your staff member time is spent.
Every quarter, we'll review our performance, benchmark results and resolve any issues.
We are not a global, do everything BPO. We are a financial services BPO with a Australian-experienced financial services support staff.
Our management team has 10+ years experience in Australian financial services supporting practices of all sizes.
All workflow is time-tracked, reported and benchmarked so you can see the productivity and performance of your team.
great company, Toby is really professional and his team are fantastic. They are all senior accountants with great experience for quality.
The level of staff produced, open transparency with what is going on in the office in India. The staff talk highly of the organisation means I am comfortable that the organisation is not a sweat shop.
I had a wonderful experience working with the team. They were always responsive and attentive and provided us the results we needed. They were very dedicated & professional in their approach.
The team at Felcorp are "World Class". I would be lost without their support!
Neeraj is great to work with. He is smart. He raises good queries. He is efficient, and works well to turn jobs around quickly.
I have been in the finance industry for many years and I have always struggled to find a good paraplanning solution that suited my needs.
If our service doesn't meet the agreed service standards during the trial engagement, we'll refund you in full, in line with our 100% Money Back Guarantee.
Our trial program is an important evaluation and onboarding process that ensures that the structure and the set up of the agreement will best meet both of our needs long-term.
The benefits for you are that you can assess our suitability with minimal stress or commitment. The benefits for us are that we ascertain your specific staffing requirements in preparation for the full time engagement.
If you do not wish to continue after the trial, we will begin our termination and off-boarding process.
During the trial period, we will be having regular feedback and process conversations determining our long-term suitability with you. We will present you with a formal proposal and candidate evaluation. Once you accept that, we will commence the full-time engagement in agreement with you.
Our goal is to deliver our services as best as we can and adhere to agreed contract terms strictly. Within our trial service agreement, we set clear events and expectations in which Felcorp must uphold during the trial. These include designated deliverables and performance expectations. If we fail to meet these agreed deliverables during the trial, you may be entitled to a full refund. For more information, please see our 100% Money-Back Guarantee trial service policy.
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