DEMO

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:

  • No more turnover
  • No lost time training new hires
  • Agency owners & producers can focus on growth first

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:

VIEW MORE TESTIMONIALS

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 latte 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

  • Trail documents requested by UW
  • Send welcome greeting & documents

Certificates

  • Overseeing completion & delivery of all certs
  • Ensure attachment to AMS

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

  • Process all policy changes with the carrier
  • Confirm changes are done correctly
  • Send confirmation of endorsement
  • Verify accuracy of premium changes

New Business Quoting*

  • Volume limits apply by book size

Phone Servicing

Inbound Calls

  • Process payments & resolve billing issues
  • Initiate cross-selling opportunities
  • Claim requests with warm transfer to carriers
  • Confirm policy coverages & answer questions

Inbound Service Requests

  • Collect COI information
  • Send ID cards & policy documents
  • Complete new business intake forms
  • Process endorsements

Outbound Calls

  • Customer follow-up for nonpays, cancellations
  • Underwriting requests, mortgagee requests
  • Welcome calls & onboarding

Autopilot Onboarding Process

Ready to get started with our Autopilot Program?

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?

DOWNLOAD SERVICE COMPARISON GUIDE!

Ready to get started with our Autopilot program?

Contact us now
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