Empowering You, virtually.
Unlock the potential of your insurance agency with a virtual assistant.
Empowering You, virtually.
Unlock the potential of your insurance agency with a virtual assistant.
ways a virtual assistant can benefit an insurance agency:
Administrative Support
Administrative Support
Administrative Support
- Data entry and management
- Document preparation and organization
- Email and communication management
- Appointment scheduling and calendar management
Underwriting Support
Administrative Support
Administrative Support
- Complete ACORD forms
- Assist on new business and renewals.
- Handle all endorsements.
- Handle certificates of Insurance
- Manage reports and notices.
- Help with accounting related tasks.
Customer Support
Administrative Support
Customer Support
- Handle customer inquiries and provide information.
- Manage both incoming and outgoing calls.
- Follow up on claims and policy renewals.
- Addressing billing and payment questions