Agency DIY Program

The days of wasting time hiring from job boards are over! With our DIY Program we’ll find a dedicated licensed or non-licensed virtual assistant for you. You set the wage, you do the training, and you make the decisions. We’ll simply support your team and follow your process!

Why Choose DIY?

Finding talent can be challenging. Finding talent you can afford can be nearly impossible.

With our DIY program your insurance business will have access to a global pool of talent at the wage you choose. Also, with our VA Vision tracking and management software you’ll be able to leverage performance data to get the most out of your virtual assistant!

Say goodbye to your staffing issues, and say hello to more time for focusing on your business’s growth!

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:

What Do Customers Say About Our DIY Program?

Agency owners love our DIY Program! Here what they say now:

Additional DIY Packages

Want to get the most out of our virtual assistants? These additional packages will help you elevate your virtual assistant for even more success:

Technology + Data Security Package

Antivirus + spyware protection
Email protection and phishing prevention
Virtual Private Network to protect online presence and encrypt data
Password management with encrypted sharing and use
Optional virtual desktop infrastructure for cloud-based computing
Management system efficiency and setup check
Install and setup VOIP system
Setup and management of MS Office 365
Microsoft Teams or Slack setup and management
IT Support to manage and implement the package features

Equipment Package

Dedicated workspace or virtual desktop instance
IT Support
Computer provided with provisioning for remote management
Two monitors provided for improved productivity
Noise-canceling headset
Webcam for more personal interactions

Want to kiss training and turnover goodbye?

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

Ready to get started with our DIY Agent Program?