Insurance Virtual Assistant
Scale Your Business With The #1 Virtual Assistant Company
- Rated #1 in virtual assistant services by TechRadar & Analytics Insight
- Serving 7500+ clients with 800+ verified 5-star business reviews
- Longest-running virtual assistant service company
Protect your Productivity With A Virtual Assistant For Your Insurance Agency
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
An Insurance Virtual Assistant For All Your Needs
Our administrative virtual assistant is here to assist you and your team with a wide range of everyday tasks. They can handle calendar management, scheduling coordination, presentations, reports, meeting and conference coordination, video calls, and much more. Additionally, they can take care of CRM management, commission management and reconciliation, as well as uploading necessary customer information for the binding process.
Consider them as your team’s primary point of contact for all administrative needs, providing valuable operational support. They can handle specific tasks such as accounting and bookkeeping, expense and receivable reconciliation and balancing, updating client account information, assisting clients and prospects with form filling, and performing general data entry.
Service & Support
Your virtual customer service representative serves as your agency’s frontline for incoming communication from prospects and clients for initial processing and information updates, late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.
They can also tackle book of business management, payment and late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.
A marketing virtual assistant can provide valuable support to an insurance agency. They can assist with managing marketing campaigns, coordinating with the Marketing Analyst for competitor research, creating marketing assets, handling social media management, web updates, and sharing news and articles.
They work closely with agents to implement marketing plans and strategies, and report marketing analytics to agents and the marketing team.
A virtual inside sales representative can receive calls from your prospective clients, respond to all incoming inquiries from various channels, perform eligibility & qualification verification, handle customer interaction & documentation, agent coordination and scheduling, and review proposals and applications for new and renewing clients to confirm accurate customer information and binding eligibility.
What Our Clients Are Saying
“I’ve used MyOutDesk for several years now for transaction coordination, lead followup, media & marketing, etc. If it can be done behind a computer or phone, their VA’s will rise to the challenge. I highly recommend them to get more done without breaking the budget.”
“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.”
“There’s no ceiling to growing your business, there’s no ‘maximum amount of money’ that can be made in the mortgage industry. There’s no limit to how big your mortgage business can be, and if you just work follow this process, this is how you do it.”
“We couldn’t be happier. We had a daunting job that had been on the back burner for too long. We had all become so busy but it just could not wait any longer and I was bound and determined to find a way to clean up and requalify our database in time for our holiday card mailing. Orlan rolled up his sleeves and got to work, making 30-40 calls a day. His communication was excellent and I am particularly grateful as he has uncovered 2 sellers and a buyer in just 3 weeks. He has more than paid for himself!”
“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!”
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.
“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!”
“I get 250 emails a day, so one of the first things I set my VA up to do is scrub my inbox. Now she maintains my trend report, my success spreadsheet, she’s doing transaction management for us along with web-design & general marketing. We’re having phenomenal results.”
“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!”
“I would highly recommend MyOutDesk for any of your Virtual Assistant needs. They were able to screen several VA candidates for the position that we needed and provided a high-quality candidate within 48 hours that currently exceeds our expectations.”
“(Our VAs) we’ve helped teams hire over 1800 people and we’re diving into industries outside Real Estate. We leverage them in processes and procedures, they help us in sifting through candidates’ personalities, operating styles, profiles and more; phone conversations and follow-ups, interview schedules and more.”
“MyOutDesk adds so much value – they don’t just provide the people, they train them! When you add a MyOutDesk virtual assistant to your sales team, that’s how people like me grow from being a nobody back in 2007 to making over $10 million in GCI last year.”
“People ask me how I can afford a virtual assistant. I can’t afford NOT to have one! Since hiring a virtual professional, my business has increased 322%. My VA handles my emails, phone calls, transaction work, everything I need help with. She’s like my partner.”
“They (VAs) do so much support for our processors and loan officers — they make sure the documents are complete, they handle a lot of calls and verifications, data entry, follow-ups with 3rd parties. We still do a lot of in-house processes with our loan officers and processors, but our VAs make everything flow smoothly, bridging the gaps and saving 50-60% at least!”
“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!”