elevated virtual assistants for insurance operations
Enhance your insurance operations with professional elevated virtual assistants.
Our elevated virtual assistants are dedicated to providing comprehensive support tailored to the needs of insurance agencies. Our services are designed to optimize your operations, improve client satisfaction, and ensure your agency runs smoothly.
find my assistantOur elevated virtual assistants are dedicated to providing comprehensive support tailored to the needs of insurance agencies. Our services are designed to optimize your operations, improve client satisfaction, and ensure your agency runs smoothly.
the perfect fit for your company
Meet your bilingual, college-educated virtual assistants, specialize in streamlining insurance agencies' operations. Our elevated VAs manage all client inquiries, ensuring timely and accurate responses. They are trained in industry-leading AMS systems like Applied Epic, HawkSoft, and AMS360, ensuring seamless support for your daily administrative needs.
Elevated Virtual Assistant
Document and data entry, audits, prepare essential documents for various insurance operations, ensuring they meet all regulatory requirements. Conduct policy reviews to ensure all client information is current and accurate.
- Handle communication across various channels, including phone, email, and chat, to provide seamless customer service.
- Review audits, obtaining worksheets and assist in audit disputes.
- Handling more comprehensive certificate requests, quoting for personal lines and commercial lines (BOP/WC/Auto), and carrier website training.
- Capable of personal lines rating system using Epic Quotes (EZ Lynx and PL Rater).
Manage policy renewal processes, ensuring clients are notified and policies are renewed promptly. Set up and manage reminders for policy renewals, reducing lapses and ensuring continuous coverage.
Handling complex tasks related to certificates, including reviewing contracts, lease agreements, endorsements, AI, WOS, and PNC requests.