Do you feel like you’re always busy and don’t have enough time to get everything done? If so, you’re not alone. Many people feel this way and think that they need to do everything themselves. However, this can lead to being overwhelmed and stressed out with all of the things that need to get done.
That’s where an Insurance Virtual Assistant comes in. At Unleash Your Team, we can provide you with a virtual assistant for your insurance agency, in addition to other types of VA who are trained in all aspects of business administration. This can alleviate some of the burdens so that you can focus on money-making activities.
Preparing policy information takes a lot of administrative work, but with our Insurance Virtual Assistant, you’ll have a team that can gather policy information, prepare proposals for potential clients, and update existing policies.
Insurance agents, especially insurance companies, use a variety of tools and software programs, or CRMs, to store important data. All the data collected, such as policy information and financial records, are manageable by our Insurance Virtual Assistant, and they can create reports for your insurance agents when needed.