Insurance Virtual Assistant
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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
Administrative
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.
Marketing
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.
Inside Sales
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.
Hire An Insurance VA With MyOutDesk Today
What Our Clients Are Saying
“A virtual assistant allows your team members more time to focus on their “one thing” without sacrificing client satisfaction. In our business, they do lead followup & transaction coordination. Our VA’s keep our followup time down and help our executives effectively focus.”
“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 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 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 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.”
“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 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.”
“My virtual assistant made me $43,000 in commissions less than half an hour ago, so if you’re still on the fence about hiring one, my advice is: just do it. The ROI on our virtual assistants is amazing – it’s definitely going to finish the year over 20x.”
“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!”
“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.”
“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”
Having the administrative staff stretch so thin, we ended up not finishing a lot of tasks that we needed to — our 6 VAs fit really well filling those gaps, upping our efficiency and productivity!
“Our experience with MyOutDesk has been amazing! They have provided us with hard working and dedicated virtual assistants with the skill sets that meet our company needs. We set high standards and they have met them all. They’ve saved our company time & money.”
“We’ve been very pleased with the amount of escrows opened by our MyOutDesk virtual assistants. I really like working with our virtual assistants – its a game changer and massive value to our real estate partners! I strongly recommend hiring a mortgage virtual assistant today, the return on investment you’ll see will be absolutely tremendous!”
“The truth is that top producers simply don’t have the time to follow up with all of the abundant leads that are available, which is why virtual assistants make so much sense, especially considering the cost savings. I have a VA, and it’s absolutely a been slam dunk for me.”
Helpful Resources
Key Takeaway Insurance virtual assistants can help insurance agents and brokers grow their business …
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