The Best Virtual Assistant for Insurance Companies
Are you sure that the best virtual assistant for your insurance company happens to be in your town? Within 10 miles of your office? That would be incredible, actually. When we vet virtual assistants, here at Alpine, the best ones are often in the most remote places. The best ones have lots of experience with different kinds of companies. They come with loads of knowledge about the pros and cons of different systems, how to make them better, and how to excel inside them.
Your insurance company could benefit from a virtual assistant by streamlining operations, improving customer service, and reducing administrative burdens. A virtual assistant can handle tasks that free up agents and underwriters to focus on sales, client relationships, and policy management.
And they don’t require coffee, desks, guest chairs, Kleenex, erasers, printers, printer paper, printer ink, flowers, trash bags . . .
You probably already knew that, which is why you’re researching it. If the cost savings are obvious, then what are the other main benefits virtual assistants offer insurance companies?
What a Virtual Assistant Does In an Insurance Company:
Customer Service & Support
Respond to customer inquiries via email, chat, or phone. “Strike when the iron is hot” is not just a saying. When you can reach the customer/prospect the exact moment they call, or very shortly thereafter the results are vastly improved. The conversion rate from the improved response time could fully pay for a virtual assistant.
Provide basic policy information and FAQs.
Schedule follow-up calls, policy renewal reminders and appointments. In small insurance companies the agents themselves find themselves doing this kind of work, which creates a failed impression in the eyes of the customer of what they are able to accomplish. Having a virtual assistant do this for your insurance company creates the arm length’s distance the customer needs to have with the agent.
Administrative Tasks
The management of emails and organization of communication is a poor use of insurance agent time. This is the kind of task best delegated to a virtual assistant.
Update client records and input data into CRM systems.
Prepare reports and summarize client information.
Claims Processing Assistance
The gathering of necessary documentation from clients is a tedious and laborious task and doesn’t utilize the skills an agent brings to the insurance office. Our virtual assistants are fantastic at helping clients get and transmit all the necessary information so the agent perform their role without administrative frustration.
Pre-screen claims for completeness before forwarding to adjusters.
Follow up with clients about claim status updates.
Lead Generation & Sales Support
The task of research potential leads and compiling lists isn’t the primary purpose of an insurance agent. Moreover, a virtual assistant comes with years of research and compilation experience, many of which involves insightful tricks agents haven’t focused on.
Manage outbound emails for prospecting.
Policy & Renewal Management
Send out renewal notices and reminders.
Assist clients with policy updates and changes.
Generate and send invoices for premium payments.
Social Media & Marketing Support
One of the tasks that really utilizes the skills of a virtual assistant is the creation and scheduling of social media posts. With social media, once you start it never ends. In fact a slow down or pause in new social media content is often a red flag to customers and prospects. Since the halting of social media is the biggest sign of a company going out of business or having problems. having a virtual assistant in your insurance company managing that is critical.
Manage online customer engagement and reputation.
Assist with content creation for newsletters or blog posts.
By hiring a virtual assistant, an insurance company can improve efficiency, enhance customer satisfaction, and reduce operational costs while keeping its agents focused on revenue-generating tasks.
We’d love to have you learn a little bit about us to make sure we’re the perfect company for you.
