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
“Because we’re in an investments and securities business, our client information and handling needs a US-based person with advanced biometrics access — but our VAs are excellent for tasks that revolve around supplementary data collection and entry. Our VAs take in all the data, plots them in our systems and the systems drop them into our models for underwriting”
“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 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!”
“MyOutDesk is a great option when you need a virtual assistant! They do all the heavy lifting to find the best candidate and assist with management in order to get up and running ASAP.”
“MyOutDesk has exceeded our expectations! The interview process was super easy and we had very good candidates to chose from. Our VA is outstanding, learns quickly and has great language skills. We highly recommend MyOutDesk to anyone who needs an addition to their team.”
“It was frustrating back when we were scaling Boomtown, trying to find the right people & delegate to break through the ceiling. Many of my customers have that problem also. There’s a lot that goes into finding the right talent, and MyOutDesk does a fantastic job of that for its customers.”
“A MyOutDesk virtual assistant can help your office provide a consistently higher level of service from recognition to communication, to the calendar, to anything you can imagine. Having my virtual assistant has just been transformational for me. I really love my VA, she’s fantastic!”
“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.”
“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.”
“We currently have 3 Virtual Assistants – they fit perfectly with the rest of our team and have a superior work ethic. Their communication is excellent as well as their ability to problem solve and learn quickly. We highly recommend you give them a try!”
“MyOutDesk has freed up my life! People say that time is money, but time is so much more valuable than money – and with MyOutDesk I’ve been able to get my time back and my life back. I’m spending less time working and making more money.”
“(Our) VA in the property management side focuses on contracts, credit checks, application verifications, repair coordination, tenant/appointment viewings and vendors— she speaks really well and connects nicely with our tenants and property managers!”
“Our VAs support our team in our marketing — from content editing, postings, ads, remarketing and sphere farming. We do a lot of lead gen, blogs and videos. They take off a lot of the busy work so we can produce the best output and result for our clients!”
We replaced someone in the office who wasn’t the right fit, and our VA’s been with us for more than 6 years!
“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.”
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