Indispensable Virtual Assistants for
Insurance
Stay focused on building relationships & business – that’s why insurance industry professionals trust MyOutDesk, with over 7500 clients across the USA & Canada!
Virtual Assistant For Insurance Agencies
A MyOutDesk virtual assistant provides essential support to an insurance brokerage by handling administrative tasks such as data entry, appointment scheduling, and client communication.
Insurance virtual assistants can assist in managing policy documents, processing claims, and conducting research – allowing the brokerage’s on-site team to focus on building client relationships, sales, and strategic decision-making, ultimately
What an Insurance Virtual Assistant can do
Administrative Support
- Schedule appointments and meetings for insurance agents and managers.
- Update and maintain the CRM system with client and prospect information.
- Generate commission reports for easy reference and accounting purposes.
- Provide bookkeeping support, balancing accounts and maintaining records.
Customer Service
- Act as the first point of contact for prospects and clients, addressing inquiries.
- Assist with late payment, renewal, and cancellation calls, ensuring client satisfaction.
- Assisting clients in filing and tracking claims.
- Manage and maintain the agency’s book of business, updating customer data.
- Review and verify customer applications for new policies or renewals.
Marketing Assistant
- Assist in executing marketing campaigns, ensuring timely and accurate delivery.
- Respond to comments and messages, fostering positive interactions with clients.
- Assist with creating and uploading marketing assets, such as banners and images.
- Gather and analyze marketing data to provide performance reports.
Inside Sales
- Verify eligibility and qualifications of potential clients for insurance coverage.
- Document all client communications and update customer records as needed.
- Schedule follow-up calls and meetings to move prospects through the sales pipeline.
- Coordinate with agents to finalize the binding process for new and renewing clients.
Related services
Administrative
Marketing
Customer Service
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What Our Clients Are Saying
“It would cost us 50% more to do what we’re doing with our Virtual Assistants! The talents we found are such beasts. They’ve caught on very quickly even compared to those we hire in person!”
“The value for us is that we’re getting more phone calls answered, which means more properties that we’re leasing. So we’re leasing more properties faster throughout the month. We’re commission based, so that’s a big benefit to our business.”
“MyOutDesk has been incredible to work with. The time they have spent with me and helping me has been far and away more than I expected. I can’t remember ever working with a company that has been more helpful. I am thrilled to have found them and extremely excited about the opportunity we have in front of us to build our firm and grow profits. [I] highly recommend them.”
“MyOutDesk has really revolutionized our business. We’d generate rental leads, hand them off to our agents, and have those agents reach out. We needed a better way to use the time these agents were spending to get these leads ready to go out on tour. I can’t tell you how many hours you’ve saved for our agents.”
“Our first VA does a lot of the research we need in building our clients storybrand and sphere of connections, providing them with support; while our second VA helps our clients with their processes and inventory-related things. They both assist our copywriters in publishing, along with some website maintenance. They’re excellent in all those!”
“Our VAs don’t just answer the phones and coordinate calendars—they literally create productivity and create packages, streamlining marketing messages and proposals so we can leverage it and build better relationships with our clients”
“My Virtual Assistants (VAs) helped me quintuple my income supporting our turnkey setup for our clients with our system and technology.”
MyOutDesk is the only VA company so far that I’ve kept someone long-term, I have the last few months, let go of like three or four different short-term professionals there, there was a lot of overpromise, underdeliver.
“As a loan officer, I want to create relationships with REALTORS®, and I use my VA to help me acquire the relationship. He setup 51 one-on-one meetings with agents in the first quarter I had him, which is awesome because acquiring the relationship is what acquires the mortgage. My VA is so good that my schedule is booked solid!”
“Our VA is a very important part of our business does a phenomenal job! She will learn anything we ask and doesn’t hesitate to self-inititate when necessary. Daniel Ramsey has done a fabulous job putting together the best of the best – We couldn’t be happier!!”
“My experience with my VA through MyOutDesk has been wonderful. I was able to select a VA that fit my team. She responds in a very timely manner to tasks I request she does, works hard, and listens to my feedback. I was thankful for the interview process that took place at the beginning of my time with MOD. It was nice to have the final say in who joined my team.”
“Once I realized that I needed help in order for my business to grow, I contacted MyOutDesk and the whole process was very smooth. I sent them a list of duties that I needed the assistant to perform. They matched my needs with a couple of candidates. I interviewed them, and then made my decision who to work with. Now, my database is organized, we set up my campaigns, and all my online presence and data research is take care of. I am very happy with the services and the results I realized. Best investment I made this year!”
“Our VA does a lot for us — she answers all the emails and replies to most of the inquiries, she answers the phone, she returns voicemails and she handles our intake coordination for scheduling our therapists and the necessary paperwork to get them ready for the appointment!”
“It’s been a very positive experience – easy to setup and get going. We use MyOutDesk VAs for healthcare recruiting – it gives us stability in the role and delivers a constant flow of applicants coming in. Our VA has a healthcare background, she knows the lingo, and she’s hungry to achieve! She likes the challenge. It’s a beautiful thing.”
“The whole team at MOD has been fantastic to work with. Very professional from start to finish. We look forward to a long working relationship with them.”
Helpful Resources
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