Hire trained & bilingual VAs for your insurance agency
Trained specifically in insurance
Fluent in English & Spanish
Fast - 4 weeks from hiring to team member
On Hand VAs
Minimize the chaos, and maximize your agency profits by delegating low-level tasks to a trained Virtual Assistant.
Non-License Customer Support- Phone Calls, Emails & Texts
Monitor carrier alerts daily (Nonpay Cancellations & underwriting requests)
The Fast Start Approach
Ready to minimize the chaos, increase profits, and deliver a consistent client experience? We help you create and implement streamlined agency processes.
We invest in the VA for you ahead of time, so that you can hire, onboard, and fast start.
How do we do this?
Our insurance agency spent years building proven templates for tasks, standards and processes.
We do the hard work of vetting and training VAs, so you don’t have to.
4 steps to getting started:
1. Book a time
Let’s talk to learn more about your agency and the tasks you want to delegate. Our goal is to match you with the right VA.
2. Interview & Hire
We provide you with an introduction video of the candidate, their resume, and a skills and personality assessment.
3. Training (4 - weeks)
We train your VA in Insurance Foundation, soft skills and tasks specific to your agency needs.
4. Onboard & Fast Start
We’ll help you prioritize the tasks you’ll want your VA to start with!
How do we protect your data?
Our VAs use AWS WorkSpaces to securely access data & applications.
Our management team uses Teramind to monitor VAs productivity & insider threat prevention.