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What Tasks Can You Give A DIY Virtual Assistant?
Our virtual assistants can handle a majority of the job functions at your insurance agency:
International Assistants
- Appointment setting: prospects, warm leads
- Data entry: daily downloads, client setups, application entry
- Evidence of insurance: certificates, mortgage changes
- Policy checking: data integrity, document downloads
- Endorsements: service requests
- Underwriting: trailing documents, inspections, accord forms and supplemental applications
- Continuing education, and credentialing
Licensed Assistants
All of the job functions of International Assistants plus:
- Quoting: New and Renewal Policies
- Quote Presentation: Upells
- Renewal reviews: re-shops
- Inspection Reviews: Audits, Financials
- Complete Certificates and Supplemental Apps
What Do Customers Say About Our DIY Program?
Agency owners love our DIY Program! Here what they say now: