Virtual assistants for appointment setting in insurance agencies

Artistic picture depicting Virtual assistants for appointment setting in insurance agencies for Agency VA and the AVA remote worker software.

“Unlocking Efficiency: Virtual Assistants for Appointment Setting in Insurance Agencies”

In the ever-evolving landscape of the insurance industry, the difference between success and stagnation often hinges on one important factor: Efficiency. As an independent insurance agent, your ability to schedule appointments quickly and accurately is key to your success. But how can you increase this efficiency without sacrificing the quality of service that sets you apart? Enter: virtual assistants.

A virtual assistant (VA) is a remote worker who provides administrative, technical, or creative assistance to clients from a home office. This role has exploded in popularity in recent years, particularly within the Independent Insurance Agent industry. This rise in popularity is due in no small part to the exponential growth in global workforce staffing and remote worker management software, like our very own AVA.

![VA in Action](image.jpg)

But why use virtual assistants for appointment setting in insurance agencies? And how can you ensure they’re managed effectively?

**The Case for Virtual Assistants**

Virtual assistants could be the key to unlocking untapped potential in your agency. According to a recent study by the University of California, Irvine, the typical office worker is interrupted every three minutes and it can take up to 23 minutes to get back to the task at hand. By outsourcing appointment setting and other administrative tasks to a VA, you could potentially reclaim hours per week, which can then be redirected toward growth and innovation.

Moreover, a recent market research report by Grand View Research, Inc. projects that the global outsourcing market size will reach $405.6 billion by 2027, growing at a compound annual growth rate (CAGR) of 8.0%. Indicators suggest that companies that harness the power of outsourcing now will be best positioned to reap the rewards of this trend.

**Managing Your VA Effectively with AVA**

As your VA is likely to be a remote worker, you’ll need to take into consideration the unique challenges that remote work can present. A report released by the Aon Global Risk Management Survey identifies team coordination as one of the biggest challenges of managing remote teams.

This is where our remote worker management software, AVA, comes in. AVA is designed to manage remote teams effectively, allowing you to set tasks, monitor performance, and provide instant feedback from a single dashboard. It’s the ideal solution to ensure your VA is not just working, but working effectively.

With AVA, you’ll have all of the tools necessary to delegate, track and improve upon your virtual assistant’s efforts, ensuring the seamless integration of their work into your insurance agency.

**Partnering with a Reliable Resource: Agency VA**

It’s one thing to understand the benefits of an appointment-setting VA and another entirely to find the perfect individual for the job. Thankfully, at Agency VA, that’s exactly what we specialize in. As a leading global workforce staffing company, we have a curated selection of experienced VAs who are industry-trained and ready to support your independent insurance agency.

Partnering with Agency VA also offers an Employee of Record service which minimizes your responsibility and offers great peace of mind. As defined by the United States Department of Labor, an employer of record is a party who is contractually responsible for all employment tax, benefit, and legal compliance. This means that, with Agency VA, you’re simply using the services of a VA without the burden of complex legal and tax responsibilities.

**Conclusion**

As an independent insurance agent, your time is invaluable. Why not get back to doing what you do best and let a VA handle the rest? If you’re ready to take the first steps towards a more efficient, productive agency, we’re here to help. Contact us today to schedule a meeting with the Agency VA team and learn more about what we can do for you. The future of insurance is here, and it starts with us.

*Updated YuNi 2022*