We Train Virtual Assistants for Insurance Agents

Since most insurance agents work in small areas where they go to church with some of their clients, hiring a virtual assistant is a great way to assure the clients that their information will remain private and secure.

Because that offers insurance agents a competitive advantage, we help them use virtual assistants to streamline their administrative tasks, improve their client communication, and boost overall productivity. Here are some typical functions our virtual assistants handle for their insurance agent clients. Repetitive tasks such as data entry, email management, and scheduling, are perfect for freeing up the agent’s time to spend on more critical activities like client consultations and sales.

Administrative Tasks

Much of administrative work is data entry, which is a perfect task for a virtual assistant. The cost advantage of a virtual assistant versus an in-house administrative assistant is that you’re only paying a VA when they are working. A great deal of an administrative assistants cost comes from the times they aren’t busy, but are instead surfing the internet or working on non-critical side work.

1. Appointment Scheduling: Virtual assistants are well trained at managing calendars, schedulin client meetings, and sending reminders for insurance agents.

2. Document Management: Organize policy documents, claims paperwork, and contracts.

3. Email Management: Sort, prioritize, and respond to routine inquiries or forward them to the agent as needed.

Client Communication

While the face to face client work is typically done by the insurance agent themselves, a great deal of it can be anonymously handled by an administrative assistant. Things like birthday cards, announcements and email and all great virtual assistant tasks.

1. Lead Generation: Handle inquiries from potential clients and collect preliminary details.

2. Follow-Up: Send follow-up emails or messages to prospects and existing clients for policy renewals, payments, or additional services.

3. Answer FAQs: Provide quick answers to common questions about policies, claims, or coverage options.

Marketing Support

In addition to the behind-the-scenes data entry work, our virtual assistants are trained to help with your outbound marketing efforts as well.

1. Social Media Management: Post content on platforms to promote services, engage with followers, and respond to comments or messages.

2. Email Campaigns: Create and distribute newsletters or promotional emails.

3. Website Updates: Update content like blog posts, service offerings, or policy details.

4. Additional Revenue Sources: Our VA’s can make sure your promotional holiday gift guides, your YouTube videos, blog posts and promotional messages are monetized to bring in additional revenue.

Firm Specific Support

Much of the critical support needed by insurance agents is with their proprietary software, forms and documents. That’s another area a virtual assistant can be a huge help for an insurance agent.

1. Quote Preparation and Policy Comparisons: Gather necessary information to prepare insurance quotes. Assist in comparing policy options for clients.

2. Claims Intake: Record initial claim details from clients and provide instructions on next steps.

3. Status Updates: Track and communicate claim statuses to clients.

4. Policy Reviews: Ensure client policies are up-to-date and meet compliance standards.

5. Licensing Reminders: Notify agents about license renewals or continuing education deadlines.

We’d love to help you create the competitive advantage of having virtual assistants on your team for both client confidentiality and office productivity. To learn more about who we are, click here.