Search for topics or resources
Enter your search below and hit enter or click the search icon.
Skip to main content
Services
Who We Serve
Who We Serve
Insurance Agencies
Small Businesses
Accounting Firms
Accounting Firms
About
Insurance Virtual Assistance
Get hand curated virtual assistants today.
Learn How A 15 Million dollar agency has over a 97% retention using our Insurance Agency Virtual Assistant Program.
Connect with our team of experts and save time today.
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.
Your remarketing on Autopilot.
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.
VAs do the re shop by prepping the quote and emails to be sent.
Agents review prior to presenting the new policy.
VA finalized the process chasing the outstanding documents.
Hiring A VA is advantageous for your agency
Save More Time
If you're like most Agents you're wearing 50 hats and your staff should be focusing on their KPIs, which means there are a ton of tasks that get left undone each day can't afford to get done.
Reduce Operation Cost
Do more without paying more. You can afford to hire a handful to grow your agency and fill in the gaps that have been neglected for years.
Increase Efficiency
Having VAs fill the gaps in your processes means that you can actually speed up your internal sales engine. Agents can double their quoting capacity with a VA helping them.
Areas we can help your agency.
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.
Prepping Quotes
Telemarketing
COI's & EOI's
Remarketing at Renewal
Receptionist
And More...
.jpg?width=1500&height=1000&name=Organized%20Workspace%20with%20Checklists%20and%20Laptop%20(1).jpg)
