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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Hire an Insurance Virtual Assistant with MyOutDesk today.
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What Our Clients Are Saying
“My experience with MyOutDesk has been great! My VA is responsive, hardworking, motivated, eager to learn & optimistic about prospecting for me. She values her job and appreciates the work. It’s a great addition to my business and I highly recommend MyOutDesk!”
“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’ve had systems in place for a while, but since getting our VA, we’ve noticed more time devoted to our buyers and seller and actually more time to be able to follow up on leads rather than following up on checklists of listings and closings. MyOutDesk is a very innovative and cost effective company and they strive hard to please. Our VA is excellent. She’s very service focused and picked up the flow of operations quickly.”
“It’s crazy how great MyOutDesk is – you guys go way beyond what I expected! We hired our first virtual assistant, named Mary, and she’s simply awesome. It was a tough choice, though, because we interviewed four separate VA candidates, and honestly I wanted to hire all of them!”
“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!”
“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!
“I have 2 VA’s with MyOutDesk. Our VA’s are amazing! They help us with BPO tasks, Craigslist, postlets, Facebook greetings, Zillow, IVR, metric spreadsheets, RealPro tasks, listing tasks, price reduction plans, finding comps, etc. I’m grateful for our VA’s daily!”
“My VA prepares most of the reports we have: for marketing, for sales, what we need to focus on for the next few weeks, our staff performance, our customer information. (Our VA) They also handle our marketing: our content, our materials, our fliers, the website design, and our templates to move forward.”
“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!!”
“Our VAs have migrated to bill payments, a lot. Time value of money is important in all aspects, and our VA’s have contributed to that level of accuracy. It’s just a beautiful thing. We also pair our VAs with our local project managers to get ready for the expansion we’re foreseeing.”
“Our agency goes hand-in-hand with our property inspections since we cater mainly to them but we’ve worked with other service industries. Our VAs handle two aspects: social media, helping them with posts, designs and content; and marketing, activating campaigns and maintaining them in automation sequences. They’re incredible!”
“We’ve been really happy with MyOutDesk’s resources. We have all our training and processes ready and all we really needed were good candidates to interview and MyOutDesk has provided that. We needed to plug someone in quickly and MyOutDesk made it possible!”
“MyOutDesk is the best company out there. Hiring a VA is tough and finding a good one is almost impossible it seems sometimes. With MyOutDesk’s strict standards and pre-screening you truly just have to find a fit for your company because the rest of the screening has been done for you”
“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.”
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