HIRE A QUALIFIED
Insurance Virtual Assistant
Maintain your concentration on cultivating relationships and growing your business. This is why professionals in the insurance industry rely on MyAssist Master, serving over 7500 clients throughout the USA and Canada!
Expand Your Business with the Premier Provider of Virtual Assistant Services.
- Top-rated in virtual assistant services by TechRadar & Analytics Insight.
- Trusted by 7,500+ clients with 800+ 5-star reviews.
- The most established virtual assistant service provider.
Safeguard Your Productivity with a Virtual Assistant for Your Insurance Agency.
A virtual assistant plays a crucial role in supporting an insurance brokerage by managing essential administrative tasks, including data entry, appointment scheduling, and client communication. These virtual assistants for insurance can also help in handling policy documents, processing claims, and conducting research. This allows the on-site team at the brokerage to concentrate on building client relationships, driving sales, and making strategic decisions.
Administrative
Our administrative virtual assistant is here to assist you and your team with a wide range of everyday tasks. They can handle calendar management, scheduling coordination, presentations, reports, meeting and conference coordination, video calls, and much more. Additionally, they can take care of CRM management, commission management and reconciliation, as well as uploading necessary customer information for the binding process.
Consider them as your team’s primary point of contact for all administrative needs, providing valuable operational support. They can handle specific tasks such as accounting and bookkeeping, expense and receivable reconciliation and balancing, updating client account information, assisting clients and prospects with form filling, and performing general data entry.
Service & Support
Your virtual customer service representative serves as your agency’s frontline for incoming communication from prospects and clients for initial processing and information updates, late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.
They can also tackle book of business management, payment and late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.
Marketing
A marketing virtual assistant can provide valuable support to an insurance agency. They can assist with managing marketing campaigns, coordinating with the Marketing Analyst for competitor research, creating marketing assets, handling social media management, web updates, and sharing news and articles.
They work closely with agents to implement marketing plans and strategies, and report marketing analytics to agents and the marketing team.
Inside Sales
Your virtual customer service representative serves as your agency’s frontline for incoming communication from prospects and clients for initial processing and information updates, late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.
They can also tackle book of business management, payment and late payment, cancellation and renewal calls & follow-ups, client care and nurture, claims assistance and coordination.
Hire An Ecommerce VA With MyAssist Master Today
Quote About
Customers Experience
Chloe Savannah
Senior Manager of Excel Solution
While running an early stage startup everything feels
hard, that’s why it’s been so nice to have our accounting
feel easy. We recommed Qetus.
Ethan Sebastian
Senior Manager of Excel Solution
While running an early stage startup everything feels
hard, that’s why it’s been so nice to have our accounting
feel easy. We recommed Qetus.
Max Benjamin
Senior Manager of Excel Solution
While running an early stage startup everything feels
hard, that’s why it’s been so nice to have our accounting
feel easy. We recommed Qetus.
Ready to expand your
business?
Discover a virtual professional tailored to your
specific business requirements and enjoy savings of
up to 70% on hiring costs today.
specific business requirements and enjoy savings of
up to 70% on hiring costs today.
Frequently Asked Questions
What is an insurance virtual assistant?
An insurance virtual assistant is a remote working professional, specializing in tasks related to the insurance industry. They can handle responsibilities such as customer inquiries, policy management, claims processing, administrative tasks, and other support functions for insurance agencies or professionals.
Are Assist Mas ter Insurance VAs licensed agents?
No, MyAssist Master’s insurance virtual assistants are not licensed agents. They provide administrative, customer support, and other functions within the insurance industry but may not hold active insurance licenses themselves. If tasks requiring licensure are needed, it’s important to ensure compliance with relevant regulations by involving appropriately licensed personnel.
What systems can Assist Master insurance VAs work in?
Our insurance virtual assistants can work within a variety of insurance-related systems, including customer relationship management (CRM) platforms like Salesforce, insurance agency management software, document management systems, and communication tools. They can assist with data entry, lead management, policy tracking, administrative tasks, and more.
