Insurance Virtual Assistant

Are you looking for help to manage the day-to-day tasks of running your insurance business? Do you want help with performing the menial tasks that crop up in your insurance business so that you can focus more on growing your sales pipeline, generating more leads, and keeping clients longer? If so, you should seriously consider hiring an insurance virtual assistant (VA) from Express Virtual Assistant (EVA).

Express Virtual Assistant (EVA) is a leading insurance virtual assistant service provider and can provide you with just the insurance agent virtual assistant you need to take your insurance business to the next level of growth. Our virtual assistant for insurance agencies or agents come highly trained and motivated to make a real impact on helping you boost your productivity and increase efficiency.

Services Our Insurance Virtual Assistants Provide

EVA provides a comprehensive range of insurance virtual assistant services. Our insurance agent VA can handle a full range of tedious and menial tasks to help you focus more on your core areas of business.

As a leading insurance virtual assistant service providing company, our services include -

• Insurance Telemarketing
• Insurance Lead Generation
• CRM Monitoring, Updating, And Admin Support
• Appointment Setting & Calendar Management
• Insurance Social Media Marketing
• Online Research, List Building, and Data Entry
• Website Updates And Blogging
• Insurance Mail Campaign Management
• Insurance Postcard Marketing
• Appointment Setting
• Lead Management and Lead Nurturing
• Customer Care
• Web Marketing
• Qualifying Leads
• Email Management
• Taking Claim Reports
• Ordering Supplies
• Creating Powerpoint Presentations
• Making Changes To Policies
• Preparing Proposals
• Faxing
• Scanning
• Research
• Answering Service
• Data Entry
• Word Processing
• Editing, Formatting, Proofreading Documents, and Correspondence
• Call Answering/Lead Follow-Up (Through Phone, Email, Social Media)

Process Followed by Our Insurance Virtual Assistants

We follow a simple and structured process for delegating responsibilities to our insurance virtual assistants. Our workflow is as follows -

Why Hire an Insurance Virtual Assistant from EVA?

Outsourcing insurance virtual assistant services to EVA can be the right decision to save on costs and increase productivity. Our insurance agent virtual assistant services are comprehensive and all our virtual assistants are carefully chosen so that only the best are hired. Outsource insurance virtual assistant services to EVA now to unlock tangible benefits.

There are several reasons for you to choose an insurance agent virtual assistant from EVA. These include -

• Pay Only for the Work Done

  Our pay-as-you-go model is extremely convenient and allows you to avail of only the insurance agent virtual assistant services you receive. We won’t charge you for any add-on services.

• No Administrative Concerns

  As a top provider of insurance agent virtual assistant services, we allow you to cut down on administrative costs that you otherwise would have had to invest in had you hired a full-time employee. With our insurance agent virtual assistant services, you need not invest in expensive infrastructure or software.

• Zero Payroll Hassles

  When you hire an insurance virtual assistant from EVA, you can save more by not having to spend on things like payroll expenses and costs related to mandatory benefits and so on.

• Quality Services

  You will always receive high-quality services from our insurance virtual assistants. Our quality analysts also perform regular checks to ensure that our VAs are performing at a consistently high-quality-level.

• Timelines

  A signature trait of our insurance agent virtual assistants is that they provide all their services within quick turnaround times.

• Specialized Professionals Dedicated to your Tasks

  Our insurance agent virtual assistants are specially trained to take on all your administrative and menial tasks. Our insurance virtual assistants will always deliver from day one.

• Flexibility to Scale at Your Own Pace

  As a professional provider of virtual assistance for insurance agents/brokers, we enable you to easily scale-up or scale-down the number of VAs working on your project to help you better deal with changing business conditions.

• High Data Confidentiality & Security

  Our VAs are fully compliant with all relevant legal compliances as well as data security laws to ensure that your data is always securely handled.

Hiring an Insurance Virtual Assistant Doesn’t Cost Much!

Not knowing what a full-time employee can cost can be an expensive error. Besides, many virtual assistant providers quote upfront costs that may not include additional charges that are only revealed during the time of contracting. At EVA, we make the process of hiring a VA extremely simple and straightforward and do not have any hidden fees or charges. Our prices start from only $8/hour and are designed to suit a wide variety of budgets and requirements.

Showcasing Our Expertise in Providing Top-notch Insurance Virtual Assistant Services

• Educational Background

  Professionals with degrees in business administration, finance, or insurance studies, equipped with 3-5 years of experience in virtual assistance within the insurance sector.

• Policy Management

  Skilled in managing insurance policy documentation, renewals, endorsements, and cancellations, ensuring compliance with NAIC standards and state-specific regulations.

• Claims Processing Assistance

  Proficient in assisting with claims initiation, follow-ups, and documentation review, adhering to industry best practices and insurer-specific protocols.

• Regulatory Compliance Support

  Well-versed in state insurance laws, including HIPAA, ERISA, and ACA requirements, ensuring accurate handling of sensitive customer information.

• CRM and Database Management

  Expert in using insurance-specific CRM platforms like Vertafore, Applied Epic, and Salesforce for managing leads, client communication, and policy updates.

• Customer Interaction and Support

  Experienced in handling customer inquiries, providing quotes, resolving policy issues, and maintaining a high standard of client satisfaction.

• Insurance Quotation Support

  Proficient in analyzing customer requirements and generating accurate insurance quotes using tools like EZLynx and InsuredMine.

• Premium Accounting Assistance

  Skilled in processing premium payments, reconciling accounts, and generating financial reports using advanced accounting tools like QuickBooks and Xero.

• Lead Generation and Follow-Up

  Expert in pre-qualifying insurance leads, nurturing them through targeted communication, and converting them into policyholders.

• Policy Renewals and Retention

  Capable of tracking upcoming renewals, preparing policy comparisons, and executing retention strategies to enhance client loyalty.

• Claims Tracking and Reporting

  Experienced in monitoring claims progress, providing updates to stakeholders, and generating detailed claims reports for review.

• Data Analysis and Reporting

  Proficient in analyzing insurance data to identify trends, optimize workflows, and improve overall efficiency.

• Document Management Systems

  Skilled in using document management tools like DocuSign and SharePoint to maintain organized, accessible insurance records.

• Marketing and Outreach Support

  Adept at assisting insurance agents with marketing campaigns, creating promotional materials, and enhancing online presence to attract new clients.

• Cross-Departmental Collaboration

  Strong ability to coordinate with underwriters, claims adjusters, and agents to streamline operations and improve service delivery.

• Continuous Learning

  Committed to staying updated with emerging technologies, market trends, and regulatory changes to offer cutting-edge insurance virtual assistant services.

Why Leverage A Virtual Assistant For Insurance?

Managing back-office tasks efficiently is a common challenge for insurance businesses. Time constraints, unanticipated expenses, and high turnover rates can disrupt workflows and hinder growth. Here’s how an Insurance Virtual Assistant can address your pain points:

• Access to Skilled Talent Beyond Geographic Constraints

  Finding the right expertise locally can be challenging. A virtual assistant eliminates this barrier, providing specialized support from anywhere.

• Minimized Turnover and Absences

  Virtual assistants offer consistent, reliable service, reducing disruptions caused by staff turnover and absenteeism.

• Improved Client Experience and Cost Management

  Achieve operational efficiency without compromising customer satisfaction by outsourcing repetitive tasks.

• Streamlined Administrative Operations

  Virtual assistant for insurance handles backlog management, freeing up your core team to focus on business-critical functions.

• Enhanced Focus for Sales Teams

  Empower your sales team to build client relationships and drive growth by offloading administrative burdens to experienced virtual assistants.

Get an Insurance Virtual Assistant from EVA Now

Express Virtual Assistant’s VAs can help you maintain operations, increase productivity and efficiency, and cut costs. Our VAs all come highly trained and dedicated to providing superior value additions that help you take your business to the next level. With our VAs by your side, not only do you get help managing your day-to-day operations, but you also need not worry about having to spend on expensive infrastructure and shell out on things like mandatory benefits that you would have to if you hired a full-time employee to work onsite.

If you are looking for expert insurance virtual assistants, get in touch with us now!