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Insurance
Insurance Agent Virtual Assistant
MyVATeam can provide qualified and trained virtual assistants based in the Philippines for your insurance agency. Your virtual assistant can expertly complete tasks for you that do not require an insurance license, leaving you with a light workload. Hire one right away and see how it can transform your company’s operations.
What is an Insurance Agent VA?
An Insurance Agent Virtual Assistant is an off-site independent contractor who provides administrative and clerical services virtually. Insurance Agent Assistants are self-employed, independent contractors with no payroll taxes to pay, no vacation or sick leave, no holiday pay, no employee benefits, and no internal conflicts to work around.
How Insurance Agent Virtual Assistant can help you.
File and organize client information
Your virtual assistant can organize all of your client information and deliverables for you, and then hand everything over exactly how you want it.
Help you with your customer re-shops
According to research, two-thirds of Americans will re-shop for car or home insurance at some point, which is a great opportunity for you to capitalize on new and returning business, but it also means more work for you. That is, unless you have a virtual assistant to assist you with your customer re-shops.
Take care of COIs
Once your customers have purchased insurance from you, they will expect to receive their Certificate of Insurance as soon as possible! Allowing your virtual assistant to prepare your COIs is an excellent way to relieve yourself of the monotony of the job.
How Insurance Agent Virtual Assistant can help you.
Generate proposals and preparing quotes
Your virtual assistant can organize all of your client information and deliverables for you, and then hand everything over exactly how you want it.
Who needs an insurance agent VA?
- You are an Insurance Agent, and no matter how hard you work, your normal business hours aren’t enough to complete all of the required tasks for the day.
- You are a busy Insurance Agent with little time to devote to time-consuming repetitive menial tasks that obstruct your high-priority tasks.
- You want to concentrate your efforts on expanding your company and taking your insurance business to the next level.
- You simply need assistance with daily administrative tasks but cannot afford to hire an in-office assistant.
Ready to find out more?
See what you need and talk to us.
The last thing you need is to be saddled with more work only to fail to look after your customers and their needs. Virtual Assistant Talent can provide you with expert-level virtual assistants to help you expand your insurance agency’s reach and increase profits.