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
It’s more instrumental with our Virtual Assistants — we’re able to get more value for the price of what we pay for!
“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!”
“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 Virtual Assistants are able to do the job better than the local people, raising the bar! They are more mature, more experienced, more grateful and more committed to what they were doing and raised the bar for all our other employees!”
“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.”
“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”
“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!”
“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.”
“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’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!”
“Best cost-to-benefit ratio, we’re getting at least 5x what we pay them back in return! With our VAs, they’ve made our local people to really step up to what they’re best at—focus more on projects, and closing deals, instead of overwhelming admin tasks.”
“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!”
“I’m not going to be able to make $250,000 a year if I’m spending half my time doing $10 an hour work. That’s why we’re such big fans of virtual assistants and automation – because we need to delegate those tasks off to technology, virtual assistants, and team members so that we can get back to doing the high value work that makes us real money.”
“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!”
“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.”
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