IT’S YOUR CHOICE: AGENCY AUTOPILOT or DIY AGENTS
Which AgencyVA program is right for your business? Put your agency on autopilot, or let us find a dedicated VA for you to train and manage. With the Agency Autopilot program we can take care of your daily activities like quoting, answering calls, processing endorsements, and billing. You’ll be taken care of by a talented team of licensed and unlicensed agents to ensure accurate, quality service. Looking for a dedicated VA instead? Choose our DIY Agent program and we’ll find a great VA to join your team, and you can determine the rest. Either way, we will be here to support your agency. Scroll down to learn more.
IT’S YOUR CHOICE: AGENCY AUTOPILOT or DIY AGENTS
Which AgencyVA program is right for your business? Put your agency on autopilot, or let us find a dedicated VA for you to train and manage. With the Agency Autopilot program we can take care of your daily activities like quoting, answering calls, processing endorsements, and billing. You’ll be taken care of by a talented team of licensed and unlicensed agents to ensure accurate, quality service. Looking for a dedicated VA instead? Choose our DIY Agent program and we’ll find a great VA to join your team, and you can determine the rest. Either way, we will be here to support your agency. Scroll down to learn more.
PUT YOUR
AGENCY ON
AUTOPILOT
PROACTIVE PACKAGE
- Collect list of renewals from carrier or AMS and sort rate increases
- Enter data to rater and carrier to re-shop
- Set appointment for agent to re-shop and retain client
- Process direct and agency bill payments to bind policy
- Collect underwriting documents or information for renewal necessary
- Late Payment Voicemail, Text, Email
- Cancellation notice, Voicemail, Text, Email
- Reinstatement follow-up, Voicemail, Text, Email for appointment scheduling
- Follow-up for trailing document requests from underwriting
- Policy checking with the issuance of a new policy
- Claim notification follow-up process
- Voicemail, Text, Email process welcome greeting and documentation
- Fix any pending policies that need additional information to be properly issued
- Process for onboarding and follow-up for customers to discuss with them regarding claims, service, and payments.
- Data cleanup information within the AMS to carrier upon policy issuance and download
REACTIVE PACKAGE
- Requests from a customer to change a property on a policy all details with correct info must be provided
- Policy changes requests such as coverages, additional riders, and deductible changes
- Adding and removing lienholders as well as sending out a confirmation to the customer and lienholder
- Monitoring an inbound email inbox for certificate requests as well as completing certificates
- Agency VA will provide New Business quotes on a limited basis included in this package
- Quotes included are relative to 0.00001% CL to 0.000025% PL of premium that is being paid by customer. For example, a 1 million agency would get 0.000025% divided which is 25 quotes per month
- Entering information from a quote sheet into the rater and management system for producer follow-up
- Finalizing quote inside of the rater and bridging into the carrier page
- Fill out generic quote, Acord, and simple supplemental applications
- Process payment and bind coverage for policies, agency billed and direct billed
- Sending out Voicemail, Text and Email, notifications to customer of missing and required documentation
- Uploading received documentation to carrier and documenting the file with information
PHONE SERVICE
- Voicemail, Text, Email process welcome greeting and documentation
- Fix any pending policies that need additional information to be properly issued
- Process for onboarding and follow-up for customers to discuss with them regarding claims, service, and payments.
- Data cleanup information within the AMS to carrier upon policy issuance and download
- Resolve billing questions by looking up carrier page or contact carrier service team
- Process payments for customers on carrier page or via POS (epay policy, etc…)
- Initiate claim requests and warm transfer clients to carrier claims departments
- Complete Certificates of insurance send out to customer
- Send out proof of insurance to customers from requests
- Process endorsements
- While on the phone fill out a generic Acord or quote sheet
- Receive information to process endorsements
- Forward calls to agents for upsell, cross sell, and new business
- Generate new pricing within rater for carriers provided by agent login
UNLICENSED VIRTUAL AGENTS*
LICENSED VIRTUAL AGENTS*
*APPLIES ONLY TO USA DOMESTIC VIRTUAL AGENTS
You Produce,
We Retain
Average Results & Testimonials
Agency Va’s Pilot program is exactly what we needed. We had become overwhelmed with new business, cert requests, and re-shops. They have a specialist in each category we needed help with. So rather than hire a generalist and hope they work out, we were able to hire multiple specialists who have already been trained in the fields where we needed immediate help.
– Nic Lauritzen, Easy Shop Insurance
TESTIMONIALS
“Agency VA virtual agents can do warm transfers, client facing type tasks. Agency VA virtual agents are well trained, and a crucial part of our team.”
Nicholas Ayers
Thrivesure Insurance
“Just sheer cost Agency VA virtual agents is about half of what we pay our team here. Double the work for half the cost. We are going to continue to work with them, we are going to continue to scale with them.”
Matt Naimoli
AVA
Each Virtual Agent has a secured PC to prevent loss of sensitive data, including social security numbers and credit cards, encrypted company data, hard drive encryption, and software and hardware security.
DOES IT ALWAYS MAKE SENSE TO OUTSOURCE?
DOES IT ALWAYS MAKE SENSE TO OUTSOURCE?
SOME OF THE SYSTEMS WE WORK WITH
AMS
RATER
CRMs
VOIP
COMMUNICATION
DOCUSIGN
SOME OF THE SYSTEMS WE WORK WITH
AMS
RATER
CRMs
VOIP
COMMUNICATION
DOCUSIGN
SOME OF THE CARRIERS WE WORK WITH
