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PUT YOUR

AGENCY ON

AUTOPILOT

Specialists in Growth,

Retention, and Reducing Costs

Schedule A Consultation

PUT YOUR

AGENCY ON

AUTOPILOT

LICENSED VIRTUAL AGENTS

TO IMPROVE RETENTION

Schedule A Consultation

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 the right agent for you to train and manage. Choose our Agency Autopilot program and let us take care of your daily activity, quoting, answering calls, processing endorsements, and billing. We find talented agents from around the world that will fulfill all kinds of roles, understand your customers, internalizing your process, and adapt to your culture. Choose our DIY Agent program and we place your agent, but you set the wage, you train, and you make the decisions. We will be here to support your team and your agent. 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 the right agent for you to train and manage. Choose our Agency Autopilot program and let us take care of your daily activity, quoting, answering calls, processing endorsements, and billing. We find talented agents from around the world that will fulfill all kinds of roles, understand your customers, internalizing your process, and adapt to your culture. Choose our DIY Agent program and we place your agent, but you set the wage, you train, and you make the decisions. We will be here to support your team and your agent. Scroll down to learn more.

DIY VA
  • Basic Insurance Knowledge
  • Months of Training
  • Turnover
Autopilot
  • Team of Licensed Agents and Experienced VA’s
  • Fulfill on 90% of Your Service Work
  • Hands-Off for Agency Owner & Producers
DIY VA
  • Basic Insurance Knowledge
  • Months of Training
  • Turnover
Autopilot
  • Team of Licensed Agents and Experienced VA’s
  • Fulfill on 90% of Your Service Work
  • Hands-Off for Agency Owner & Producers

PUT YOUR

AGENCY ON

AUTOPILOT

Choose from any of the following packages. We take care of everything for you and your customers! We develop and implement the process for your agency. We have a team of licensed and unlicensed staff able to handle your tasks. Our Errors and Omissions provides international coverage for all of our staff, so you don’t have to worry. Training is provided for the tasks and processes we developed for you. We guarantee a service level agreement so you know the work is getting done, or you don’t pay.

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 (Role 2)
  • Send out proof of insurance to customers from requests (Role 2)
  • Process endorsements (Role 3)
  • While on the phone fill out a generic Acord or quote sheet (Role 2 & 3)
  • Receive information to process endorsements (Role 2 & 3)
  • Forward calls to agents for upsell, cross sell, and new business (Role 2 & 3)
  • Generate new pricing within rater for carriers provided by agent login

Don’t waste precious time and money hiring from job boards. We provide one-to-one placement of your VA. You set the wage, you train, you decide. We support your team and follow your process. Your Virtual Agents work on your AMS, CRM, and phone systems.

UNLICENSED VIRTUAL AGENTS*

Motivated agents to work with your team for the long term. You set the wages and bonuses!

LICENSED VIRTUAL AGENTS*

These are individuals who are already licensed for insurance and may have some or no experience.

*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

VA VISION

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? 

The average CSR works for
$21 per hour in office

85.9%

of time/work inside an agency is spent on
non-revenue generating tasks

72% of population prefers a hybrid-remote model while 12% prefer an in-office setting.

Almost 95% of companies surveyed found that remote talent improved
their retention rates

The average VA completes
32 tasks per day

Ethnically and culturally diverse teams were 33% more profitable than ones
who are not.

DOES IT ALWAYS MAKE SENSE TO OUTSOURCE? 

The average CSR works for
$21 per hour in office

85.9%

of time/work inside an agency is spent on
non-revenue generating tasks

72% of population prefers a hybrid-remote model while 12% prefer an in-office setting.

Almost 95% of companies surveyed found that remote talent improved
their retention rates

The average VA completes
32 tasks per day

Ethnically and culturally diverse teams were 33% more profitable than ones
who are not.

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

SCHEDULE A TIME TO SPEAK WITH
ONE OF OUR REPRESENTATIVES

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