Services - Unleash Your Team

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.

Our Virtual Assistants are more than capable to perform various tasks for your insurance agency. Some of the most common tasks they handle include:

Customer Service

Numerous businesses utilize virtual assistants to help them deliver better customer service while reducing the overall cost. These include:

Responding to emails
Resolving customer complaints
Managing chatbots
Answering phone calls
Handling customer queries
Assisting with service-related concerns

Administrative Tasks

The virtual assistants of Unleash Your Team are well-trained in performing administrative tasks that can support an insurance agency. Our VAs perform duties such as transcription, basic data entry, email management, file management, and research.

Preparation of
Policy Information

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.

Appointment Scheduling

If your insurance agent already has their hands full, our Insurance Virtual Assistant can help with scheduling appointments for them. We’ll help your insurance agents get the help they deserve as they will contact potential clients and schedule appointments for them.

Creating Reports
and CRM Management

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.

Unleash Your Team's objective is for all clients to gradually increase the amount of time. In other words, we take care of the little things for you so that you can focus on what matters most: growing your business and meeting deadlines. With that in mind, we'll pair you with an Insurance Virtual Assistant who will help you do more with less, whether it means working when you're awake or making progress while you sleep.