Insurance Virtual Assistants

Our professional virtual insurance assistants provide administrative, clerical, intake, record-keeping, and other similar services for insurance professionals. Rest assured that our virtual assistants (VAs) are trained to give attentive coverage to our clients, ensuring that all documentation and paperwork are completed, collected, retained, and filed accordingly. Since insurance agents overlap with real estate agents in the nature of their work, it’s only natural that we also provide similar coverage for networking and pipeline building by leveraging our VAs.

What an Insurance Virtual Assistant Can Do for You

A professional virtual insurance assistant can help improve your business by streamlining your work processes for more efficiency. Some of the tasks you can assign to them include:

Administrative Services

VAs can help insurance agents in a number of ways. They can assist with numerous administrative tasks, such as data entry and appointment scheduling. With their help, any professional in the insurance industry can be free from monotonous and time-consuming assignments.

Marketing Services

To ensure that your business succeeds, you need to pay due attention to your company’s marketing efforts. It is essential that you promote your products and services to increase sales. With a VA, you can have an easier time with this as they can help you execute different strategies, understand what consumers want, and provide data for future business decisions.

Prospecting Services

The goal of prospecting is to find new customers, and with the help of a virtual insurance assistant, you can have an extra set of eyes and hands to ensure that everything goes smoothly. These professionals can be trained to be knowledgeable about your offerings so they can better assist and convince people to support your business.

Customer Services

Exceptional customer service is not just about answering queries. It's also about anticipating people’s needs and attending to them with a warm and patient disposition. By hiring a virtual insurance assistant, you can ensure that anyone who messages or calls your business will be properly attended to.

Virtudesk Blog

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Rick Garza

Bright and Early Productions

I’ll rate Virtudesk 5/5. My experience with Virtudesk was fantastic. I like your follow-ups and consistency is very refreshing and it makes me feel very confident in hiring Virtudesk.

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Misti Bruton

AVO Realty

We hired a VA because we needed help on recruiting for agents and I am very satisfied with my Virtual Assistant. The experience with Virtudesk is really good and I am really really happy.

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John Rainville

One of the reasons why we hire a Virtual Assistant is because a VA can’t walk out my door and take my business. Second, the cost value and the third is, we just had a super well qualified hardworking admin – I am very satisfied with my VA. We are also constantly getting follow-ups to ensure that we are very satisfied.