Services
Services
What
we offer?
We offer virtual assistants specifically trained for insurance agencies,
handling tasks such as notices of cancellation, certificates of insurance, billing inquiries, and customer service.
Notices of cancellation
We manage and process insurance policy cancellations efficiently, ensuring compliance and timely communication.
Certificates of insurance
We issue and handle certificates of insurance quickly and accurately, ensuring clients have the necessary proof of coverage.
Billing inquirie
We address and resolve billing questions, providing clear and accurate communication with clients regarding their accounts.
Auto ID Cards
We quickly generate and distribute auto ID cards, ensuring clients have immediate access to their insurance details.
Motor Vehicle Reports
We obtain motor vehicle reports, providing essential information for underwriting and risk assessment.
Setup BOR Letters
We set up Broker of Record (BOR) letters to facilitate seamless transitions of insurance agency representation.
Customer Service
We provide exceptional customer support, addressing client needs and inquiries to maintain high satisfaction levels.
Emailing
We manage and respond to client emails efficiently, ensuring timely and professional communication.
Endorsements
We process endorsements to update or modify insurance policies as needed, ensuring accuracy and compliance.
Set up LPRs
We set up Loss Prevention Reports (LPRs) to help clients identify and mitigate potential risks.
CRM Management
We manage Customer Relationship Management (CRM) systems, ensuring organized and effective client interactions.
Applications
We handle insurance applications, ensuring thorough and accurate completion to facilitate the underwriting process.
choose us
For tailored
virtual ssistance!
Experience unparalleled virtual assistance designed specifically for insurance agencies. Our expert team ensures efficient handling of cancellations, certificates, billing inquiries, and more. With a commitment to integrity and excellence, we provide solutions that streamline your operations and enhance client satisfaction. Trust us for professional, reliable support that meets your unique needs and helps your business thrive. Choose us for customized virtual assistance and take your insurance services to the next level.
Our
Affordable
Pricing Plans
Basic Package
Per Hour
6$
Standard Package
Per Hour
6$
BUY NOW
Sale
Premium Package
Per Hour
6$
See How Our Services Work for You
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1 – Intro call
We discuss your needs and provide an overview of our services and process.
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2 – Proposal
We present a detailed plan tailored to your specific requirements and goals.
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3- Cabdidate Submission
We submit profiles of suitable candidates for your review and selection.
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4 – Onboarding
We ensure a smooth transition and thorough training for your chosen virtual assistant.
Explore
Our Faqs!
We offer virtual assistance for insurance agencies, including policy cancellations, certificates of insurance, billing inquiries, and customer service.
Our services start at $6 per hour, with various features and bilingual support available.
Our process includes an intro call, proposal, candidate submission, and onboarding.
Yes, we offer bilingual support in English and Spanish.
We prioritize integrity, transparency, and excellence, with continuous evaluation to meet client expectations.
Yes, we provide exceptional customer support to address client needs and inquiries.
Our assistants are specifically trained for the insurance industry, ensuring expertise and efficiency.
We manage and process cancellations and endorsements efficiently, ensuring compliance and clear communication.