Agency Autopilot Program

With our full service Autopilot Program you simply tell us the tasks that need to be completed, and we’ll handle the rest with our talented team of fully trained licensed, non licensed, and bilingual virtual assistants! Also, with our Autopilot Program you’ll gain access to AVA – our top tier management and tracking software, which features analytics dashboards, reporting, and more!

Why Choose Autopilot

Our Autopilot Program gives you access to a team of licensed and experienced virtual assistants who can fulfill up to 90% of your service work! That means:

Also, with our AVA software that is included in our Autopilot Program you’ll gain data insights into each VAs activity, and also reports on your current book size, policy cancellations, reinstatements, and more!

What Do Customers Say About Our Autopilot Program?

Don’t just take it from us that our Autopilot program is a game changer for your insurance business – hear it directly from our customers:

Autopilot Packages

With Autopilot you can choose from 3 individual packages (Proactive, Reactive, and Phone Servicing), or you can choose all 3 at a discount.

Proactive Package

Daily Activities From Carrier & AMS

Stay on top of late payments, cancellations & claims via SMS and email
Ensure accurate data for new business & renewals
Monitor & complete downloads and notices
Underwriting notices & customer follow up
Data clean-up inside AMS

Customer Follow Up & Onboarding

Certificates

Reactive Package

Renewals & Reshops

30-90 days before renewal to review policies
Remarket policies based on agencies parameters
Requote with rater or 3 carrier sites & prepare a comparison sheet
Contact underwriters for non-renewals
Agency must provide a rater

Endorsements

New Business Quoting*

Phone Servicing

Inbound Calls

Inbound Service Requests

Outbound Calls

Autopilot Onboarding Process

Ready to get started with our Autopilot Program?

Agency Autopilot Program

Why Choose Autopilot

Our Autopilot Program gives you access to a team of licensed and experienced virtual assistants who can fulfill up to 90% of your service work! That means:

What Do Customers Say About Our Autopilot Program?

Autopilot Packages

Proactive Package

Daily Activities From Carrier & AMS

Customer Follow Up & Onboarding

Certificates

Reactive Package

Renewals & Reshops

Endorsements

New Business Quoting*

Phone Servicing

Inbound Calls

Inbound Service Requests

Outbound Calls

Autopilot Onboarding Process

1. Demo/Strategy Call

2. Contract Review & Intro Call With Your Autopilot Team Manager

3. Integration & IT/Security Setup

4. Go Live!

Want to compare our DIY & Autopilot programs head-to-head?

Ready to get started with our Autopilot program?

Ways To Contact

Help & Tools