elevated
virtual assistants
Enhance your insurance operations with professional elevated virtual assistants.
With customized training, 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 assistantWith customized training, 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.
the perfect fit for your agency
Meet your bilingual virtual assistants, custom-trained to meet your agency’s specific needs. They are proficient in industry-leading AMS systems like Applied Epic, HawkSoft, EZLynx and AMS360, providing seamless support for your agency’s daily operations
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.