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.
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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:

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.

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.

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.

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.

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Partners & Clients

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Byron Lazine

Co-Founding Chief-of-Operations at BAM (Broke Agent Media)

I’ve been using Virtual Assistants for years throughout all of my companies. Once we found Virtudesk the process got even easier and allowed us to scale out our hiring. Highly skilled and accountable professionals. 100% recommend!

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Rebecca Julianna James

Realtor / Content Creator

Before getting started with Virtudesk I had my doubts that they would find what I was looking for. I needed a very particular person to add to my team and let me tell you I am highly pleased! My virtual assistant Myril is the best! I am excited to grow my socialmedia accounts with her. Thank you Virtudesk!

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Chelsea Erickson

Realtor La Belle RE Group

I am very happy with the assistance Virtudesk is providing for my real estate business. This is a newer position for my company and we are working through the creation and efficiency.