We can assist insurance professionals who are looking to save time and money by outsourcing insurance appointment setting or customer service activities. Additionally, our virtual assistants can handle data entry duties, or any of the other day-to-day tasks that get in the way of what you do best, selling insurance to those in need. A professional insurance agent virtual assistant from us can do every back end task that has been eating up your valuable time. A virtual assistant can even qualify leads, saving your time by allowing you to call on qualified prospects. We can handle any task that keeps you in your office and not selling more insurance.
- Appointment setting
- Lead Generation
- Customer care
- Qualify leads
- Web marketing
- Email management
- Ordering supplies
- Take claim reports
- Make changes to policies
- Prepare proposals
- PowerPoint Presentations
A Znaly VA handles the “busy work” that eats up all your time so that you can concentrate on what you’re in business to do – sell insurance.
- Another benefit of hiring a Znaly VA is when you are unable to make it to your office due to adverse weather, sickness, or other emergency, your Virtual Assistant can take client calls since they are on duty 24/7. Your clients will be able to make a claim or a change to a policy even if you’re not personally available.
- Faxing
- Scanning
- Word processing
- Phone calls
- Research
- Answering Service
- Data Entry
- Edit, format and proofread documents and correspondence
Think of the cost you as an employer incur per employee:
- Recruitment
- Salary
- National insurance and income tax
- Employers Liability Insurance
- Sickness and maternity leave
- Pension and benefits
- Office space
- Office equipment
- Telephone
- Computer
- Software…
- On the other hand, when you hire a Znaly Virtual Assistant you are spared ALL of the above expenses.