Insurance Administrative Services - OBSA VIRTUAL ASSISTANT SERVICES

Once you have been assigned an insurance virtual assistant, you will have an opportunity to talk to them over Skype, Zoom, Slack, or another method to talk to them about what you would like them to do. If you decide to hire the assistant, you will be able to use the same technologies to communicate with your assistant.

All of our virtual assistants are based in Zambia. However, they work across all time zones so that they are available when you need them. Their hourly rates start at $4.99, and you only pay if you are satisfied with their work. You will never be asked to pay a start-up fee or to sign a contract for minimum commitment.

Your assistant will be given log-in credentials for the various systems or programs that you would like them to use. They can also use cloud-based technology to upload documents. Because everything is stored digitally, you will have 24/7 access to account information and other data.

Because an insurance virtual agent may be asked to handle sensitive financial information, it is important to know that OBSA takes security very seriously. We use a thorough vetting process when hiring assistants, including performing background checks. We also conduct regular spot checks to ensure compliance so that you can be assured that your assistant is trustworthy.

Communicating with your virtual assistant is easy. You can choose your preferred method of communication – such as email, Skype, or Slack – and set up a regular time to chat. You can also simply shoot your assistant a text or email to ask them to complete a task.

DATA ENTRY

Migration and/or reconciliation into your AMS/CMS system: an insurance virtual assistant can move data between different software programs, clean up your data, override premiums and commissions inside of your systems, spot and fix errors, and otherwise ensure that your reporting is correct.

NEW BUSINESS & RENEWAL QUOTES

Quote preparation is a task that can take a lot of time. A properly trained insurance virtual assistant can handle data entry for new business quotes and for existing clients, which will make it easier to generate quotes for review by a licensed insurance agent

PIPELINE MANAGEMENT

There are a number of great sales enablement tools with pipelines for sales, service, and renewals, like Better Agency. An insurance virtual assistant can make sure that each contact is in the correct pipeline and optimize your CRM.

EMAIL INBOX MANAGEMENT

The average insurance agent’s email inbox is flooded with emails from carriers, clients, and marketers. A virtual assistant can keep your inbox organized and ensure that you only have to see emails that actually require your attention.

UNDERWRITING WARM TRANSFER

Insurance agents often spend a substantial amount of time on hold waiting for an underwriter or carrier representative. An insurance virtual assistant can make the call, talk to the underwriter, and then transfer the call to you once the underwriter is back on the phone.

Payment processing: an insurance virtual assistant can take payments over the phone with certain security measures in place.

Benefits of Working with Us

Many insurance agencies could benefit from having an assistant to take on time-intensive tasks – but may not have the budget to hire a full-time employee. A virtual assistant gives you all of the benefits of an assistant, without the high cost.

OBSA is dedicated to helping entrepreneurs get the workers that they need for a fraction of the cost. We offer a range of high-quality virtual assistant services, including assistants who have experience and training in the insurance industry. We will work with you to ensure that you get exactly the assistant that you.