Solution NEVER HAD TO WORRY ABOUT Scheduling Imagine never having to schedule client appointments again. With our tier 1 package, filling up your calendar is our only priority. TELL ME MORE Diversity NEVER HAD TO WORRY ABOUT Service
Work
We know the right forms to make the changes and updates your client needs. Just tell your VA what needs to happen, and it’s done. TELL ME MORE
Diversity NEVER HAVE TO WORRY ABOUT Applications Your VA takes perfect care of your new business applications and new business processing start to finish. TELL ME MORE
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Our pricing packages are for virtual assistants to help set appointments to handle your day to day.

Appointment Setting

$800 Monthly
10 Hours per week
10 Appointments Each Week

NERFd

$1,500 Monthly
20 Hours per Week

NERFd

$2,700 Monthly
40 Hours per Week

Tier 1

Calendar
Management

Imagine never having to schedule client appointments again. With our tier 1 package, filling up your calendar is our only priority.

Your VA:

  • Schedules all of your reviews
  • Confirms all appointments for the next day
  • Schedules new client meetings
  • Schedules any follow up meetings
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Tier 2

Scheduling, Service, New Business

Client Servicing: no more address changing, Chasing down signatures, medical records, Change of beneficiaries or owner forms. anything service related is off your plate. We know the right forms to make the changes and updates your client needs. Just tell your VA what needs to happen, and it’s done. 

New business processing: Your VA takes perfect care of your new business applications and new business processing start to finish, including:

  • All insurance-related applications
  • Wealth management applications
  • Brokerage account applications
  • Blood/urine exam scheduling
  • Medical records requests
  • Workbench management & monitoring
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Tier 3

Scheduling, Service, New Business

Tier 2 Features plus Additional Hours

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