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
“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!”
“We have two people, we brought on within a week of each other. They’re in two different parts of our business: one is on the sales side, one is on the support side, so we got to see kind of both of those in action — they also folded in our culture so easily!”
“I’ve had MyOutDesk virtual assistants for over 6 years now – our virtual assistants take care of the things that naturally slow me down. They’re going to make your systems better, and take care of things that you don’t see, and help keep you in the zone making money.”
“Our Virtual Assistants are able to do the job better than the local people, raising the bar! They are more mature, more experienced, more grateful and more committed to what they were doing and raised the bar for all our other employees!”
“MyOutDesk has been instrumental in helping us find super talented VAs!” that fit our culture, help us grow our sales and handle our operations. They’re a wonderful company that provides great introductory training and we’re glad to be in business with them!”
“We hired our first VA about 4 years ago, and they’ve become an essential part of the business. They do administrative work, ensure quality in our client info & leads, update the CRM, create reports, etc. If they’re gone, we start crying – they’re really that crucial.”
“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.”
“We have used multiple MyOutdesk Virtual Assistants for several years, primarily in our Marketing department, but also in our Transaction Management department. We consider them one of our strategic competitive advantages that we can offer agents for an unbeatable package of benefits—leveraging these outsourced professionals.”
“We hired our original VA and quickly expanded to 3 — we’re rocking phone calls, hitting 250-350 a day outbound! They’re talking to our candidates, screening them, getting them through the process of enrollment and generating revenue for us, big time! Each of them could replace 3 people for me.”
“MyOutDesk is where you’ll find real estate trained Virtual Assistants that can do everything that an assistant can do for you, except physically picking up a lockbox or paperwork, because they’re located remotely in the Philippines. They work the hours you want, in the timezone you’re in – and when you hire them for 8 hours a day, they actually work a full 8 hours a day – without the meetings, calls, bathroom breaks & everything else. They work, work, work, which is why they get so much done.”
We replaced someone in the office who wasn’t the right fit, and our VA’s been with us for more than 6 years!
“There’s absolutely value in having a real estate virtual assistant – especially on the lead generation & nurturing side of things. For a mortgage broker or loan officer to be able to cultivate & nurture a lead while they build a relationship with the client is very important. There’s definitely value in that, especially in today’s industry.”
“Our VA focuses on various aspects of the business and frees up time for our office administrator, who is physically in the office and being pulled in many directions that need extra focus and are extremely critical for us. Our VA also helps with our customer relations and support, they’re great with taking care of people!”
Most of my processes are so administrative-heavy and burdensome — I can’t sell business and be tied down with all of it! My VA helped me start streamlining our systems, she knows everything going on — that high touch level of service that my clients need, she does it!
“We kept focusing on the little things, I’m buying our time back—our VA has left me space for higher dollar-per-hour tasks, things only I can do. Our VA is an extension of me, they’re really good in administration; ROI-wise, immediately we got back a lot of money we’ve been missing from warranties, insurance follow-ups and inventory.”
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