THE GOLD STANDARD FOR

Virtual Assistants
for Insurance Agencies

 

Stay focused on building relationships & business – that’s why insurance industry professionals trust MyOutDesk, with over 7500 clients across the USA & Canada!

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SCALE YOUR BUSINESS WITH MYOUTDESK

Rated #1 in virtual assistant services by TechRadar & Analytics Insight One of the longest-running virtual assistant services companies

Google Rating
4.9
Based on 332 reviews
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Administrative Virtual Assistant

Administrative Virtual Assistants

Let our Virtual Assistants handle your routine administrative tasks like email & calendar management, basic administrative support, CRM management, presentation & client package support, phone answering & reception, bookkeeping, and so much more!

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myoutdesk Inside Sales Agent

Telemarketing &
Inside Sales Agent

Hire an experienced Inside Sales Agent to handle prospecting calls, like warm & cold calling, lead screening & qualification, prospect & client follow-up & nurturing — these inside sales virtual assistants create opportunities & improve customer service.

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Marketing Virtual Assistant

Marketing
Virtual Assistants

Our Marketing Virtual Assistants can tackle your online marketing, social media, collateral development, video editing & production, graphic design & layout, and more — professionally delivered by your virtual assistant to make your brand stand out.

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myoutdesk Customer Service Virtual Assistant

Customer Service
Representative

Our Customer Service Virtual Assistants serve as your agency’s frontline for incoming communication from prospects and clients for inquiries, initial processing, preliminary quotation service, general customer service, client care, and claims assistance.

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Your Insurance Agency Virtual Assistant Partner

Here’s how virtual assistants are helping insurance agencies:

  1. Administrative Support: Calendar management & schedule coordination, collection & accounting support, billing, payables and receivables follow-up, office operations & tasks, general administrative work, presentation & client package support
  2. Inside Sales Representative: Receive calls from prospective clients, respond to all incoming inquiries from various channels, eligibility & qualification verification, customer interaction & documentation, initial insurance quote & agent/broker coordination and scheduling, proposal & package support
  3. Accounts & Marketing Support: Manage and assist with campaigns & client accounts, coordination with Marketing Analyst for competitor research and package competency, support for proposals and other marketing assets, social media management, web updates, news & article sharing
  4. Customer Service Representative: Frontline for incoming communication from clients for initial processing and information updates, preliminary quotation service, general customer service, late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination
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MyOutDesk Virtual Assistants are the best in the business — career professionals who care as much about your success as you do. With over 15 years of experience and more than 7500 clients, MyOutDesk is the trusted insurance virtual assistant platform in today’s marketplace.

Double Your Business today!

Schedule your FREE Double Your Business Strategy Call
& learn how MyOutDesk can help you grow and scale your business.

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Common Tasks Performed by an Insurance Virtual Assistant

Administrative Assistant

Your administrative virtual assistant can help you and your team with a plethora of everyday tasks from calendar management and scheduling coordination, preparation of quotes, presentations, and reports, coordination of meetings, conferences, video calls, and more.

They can be your team’s go-to person for all things administrative and provide additional operational support too — delegate more specific tasks like accounting and bookkeeping, reconciliation and balancing of your expenses and receivables, updating your client account information, client and prospect assistance with form filling, and general data entry.

Marketing Assistant

A marketing virtual assistant can bring so much value to an insurance agency by managing and assisting with your marketing campaigns,  servicing client accounts, coordinating with your Marketing Analyst for competitor research and determining your package competencies, helping out with your proposals and other marketing assets, and handling your social media management, web updates, news & article sharing.

Customer Service Representative

Your virtual customer service representative serves as your agency’s frontline for incoming communication from prospects and clients for initial processing and information updates, preliminary quotation service, general customer service, late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.

Inside Sales Support

A virtual inside sales representative can receive calls from your prospective clients, respond to all incoming inquiries from various channels, perform eligibility & qualification verification, explain basic plan rate information and components, handle customer interaction & documentation, initial insurance quote & agent/broker coordination and scheduling, provide support for proposal & package quotations, and prepare proposals and applications for new and renewing clients.

Virtual Assistant Talent Matching Process
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The Highest Quality Virtual Assistants

MyOutDesk has hundreds of amazing reviews from business professionals describing our attention to detail & focus on quality. We pride ourselves on being the best of the best when it comes to virtual assistants, and we work hard to ensure all our customers have the highest levels of satisfaction.

MyOutDesk deploys a stringent talent-matching process for our hiring. In fact, out of over 150 applications per day, only 2.2% are hired and endorsed to clients like yourself. In addition, we do an FBI-grade background check, along with other important, preliminary profiling.

Before hiring a virtual assistant, we ensure that they possess the 3 E’s: Employment, Expertise, and Experience—making them a great fit for you and your business. Our reputation depends on your satisfaction, and we’re determined to make sure you get the absolute best fit possible!

Double Your Business today!

Schedule your FREE Double Your Business Strategy Call
& learn how MyOutDesk can help you grow and scale your business.

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Latest Virtual Assistant News & Webinars

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Grow Virtual with MyOutDesk!
We save time; we save money; we scale business!
Ranked #1 Virtual Assistant Services by TechRadar + Analytics Insight

MyOutDesk is your partner in the remote workplace with over 15
years of experience serving 7500+ clients. Last year, we saved our clients $55 Million as the highest-rated Virtual Assistant company with more than 800 verified 5-star business reviews.

Yes, please send me free copies of the strategy guides & important email/SMS reminders + occasional offers. Message & data rates may apply, opt-out at any time. MyOutDesk records all communications for training purposes. By completing this form you consent to being on a recorded line.

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Your Partner In The Remote Workplace

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If you want to know how a MyOutDesk VA can benefit your business, SIGN UP today to request a free consultation. It’s 1 on 1 time with us, to discuss your specific problems and come up with a personalized plan to solve them. It also happens to be the very same strategy session our Fortune 500, Inc. 5000 and ranked RealTrends clients have attended.

You’ll get a free 90 launch plan for your own virtual assistant, as well as over 20 proven business strategy guides, checklists, hiring guides, PLUS our International Best Selling book “Scaling Your Business”. It’s all FREE, the only thing we need from you is your time, and then your decision.

We know your time is valuable, so we won’t waste it. Your success is our success. So let’s be successful together!

If you want to know how a MyOutDesk VA can benefit your business, SIGN UP today to request a free consultation. It’s 1 on 1 time with us, to discuss your specific problems and come up with a personalized plan to solve them. It also happens to be the very same strategy session our Fortune 500, Inc. 5000 and ranked RealTrends clients have attended.

You’ll get a free 90 launch plan for your own virtual assistant, as well as over 20 proven business strategy guides, checklists, hiring guides, PLUS our International Best Selling book “Scaling Your Business”. It’s all FREE, the only thing we need from you is your time, and then your decision.

We know your time is valuable, so we won’t waste it. Your success is our success. So let’s be successful together!

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Google Rating
4.9
Based on 332 reviews
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