Our pricing packages are for virtual assistants to help set appointments to handle your day to day.
10 Hours per week
10 Appointments Each Week
20 Hours per Week
40 Hours per Week
Imagine never having to schedule client appointments again. With our tier 1 package, filling up your calendar is our only priority.
- Schedules all of your reviews
- Confirms all appointments for the next day
- Schedules new client meetings
- Schedules any follow up meetings
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