Learn How A 15 Million dollar agency has over a 97% retention using our Insurance Agency Virtual Assistant Program.
The idea of hiring a virtual assistant might be totally new to you, so to give you a better understanding of why so many insurance agents are choosing virtual assistants over traditional employees, let’s explore exactly what a VA might be able to help you with.
In this process, VA's are responsible for the initial preparation of quotes and emails for a re-shop. Once completed, Agents review the information provided by the VAs before presenting a new policy to the client. Finally, the VAs are tasked with finalizing the process by chasing any outstanding documents required to complete the transaction.
Virtual agents are a big help when it comes to doing accounting work. From the most minute tasks to tasks that take up your business' time. Focus on what really matters and leave tasks to the VA's.