We offer virtual assistants specifically trained for insurance agencies,
handling tasks such as notices of cancellation, certificates of insurance, billing inquiries, and customer service.
We manage and process insurance policy cancellations efficiently, ensuring compliance and timely communication.
We issue and handle certificates of insurance quickly and accurately, ensuring clients have the necessary proof of coverage.
We address and resolve billing questions, providing clear and accurate communication with clients regarding their accounts.
We quickly generate and distribute auto ID cards, ensuring clients have immediate access to their insurance details.
We obtain motor vehicle reports, providing essential information for underwriting and risk assessment.
We set up Broker of Record (BOR) letters to facilitate seamless transitions of insurance agency representation.
We provide exceptional customer support, addressing client needs and inquiries to maintain high satisfaction levels.
We manage and respond to client emails efficiently, ensuring timely and professional communication.
We process endorsements to update or modify insurance policies as needed, ensuring accuracy and compliance.
We set up Loss Prevention Reports (LPRs) to help clients identify and mitigate potential risks.
We manage Customer Relationship Management (CRM) systems, ensuring organized and effective client interactions.
We handle insurance applications, ensuring thorough and accurate completion to facilitate the underwriting process.
We discuss your needs and provide an overview of our services and process.
We present a detailed plan tailored to your specific requirements and goals.
We submit profiles of suitable candidates for your review and selection.
We ensure a smooth transition and thorough training for your chosen virtual assistant.
We offer virtual assistance for insurance agencies, including policy cancellations, certificates of insurance, billing inquiries, and customer service.
Our services start at $6 per hour, with various features and bilingual support available.
Our process includes an intro call, proposal, candidate submission, and onboarding.
Yes, we offer bilingual support in English and Spanish.
We prioritize integrity, transparency, and excellence, with continuous evaluation to meet client expectations.
Yes, we provide exceptional customer support to address client needs and inquiries.
Our assistants are specifically trained for the insurance industry, ensuring expertise and efficiency.
We manage and process cancellations and endorsements efficiently, ensuring compliance and clear communication.
We Are Virtual Assistants For Insurance Agencies Trained by Industry Pros.
