Focus on growth.
We’ll balance your insurance needs with the right solutions.
How It Works
We integrate seamlessly into your operations, ensuring smooth, secure access to your financial data and dedicated support every step of the way.
01
Connect
Reach out through phone, email, or our website to let us know what kind of insurance support you need (policy details, claims, renewals, or customer service).
02
Assigning Your Virtual Assistant
We match you with a trained Virtual Assistant who understands insurance processes and your specific requirements.
03
Dedicated Support
Your VA handles tasks such as answering client queries, scheduling appointments, processing basic policy requests, and coordinating with the insurance team.
04
Seamless Communication
You can connect with your Virtual Assistant anytime through email, calls, or chat for quick assistance.
05
Efficient Service
The VA ensures your requests are handled on time, keeps track of renewals, and provides reminders for important dates.
VA's For Insurance Brokers
We integrate seamlessly into your insurance operations, ensuring smooth and secure policy access while providing dedicated support at every stage of the client’s journey.
Client Relationship Management
We serve as the primary contact for assigned clients and build strong, long-term relationships with them. We understand their needs and ensure they are met efficiently. We also provide timely updates on services, projects, and deliverables.
Problem-solving & Service Quality
We address clients’ concerns promptly and professionally, proactively identifying potential issues and offering solutions. We also ensure service delivery meets agreed-upon standards and timelines.
Communication & Coordination
Liaise between clients and internal teams (sales, operations, finance, technical). We relay client feedback to improve services. Schedule and organize meetings, calls, and reviews with clients.
Our Staff Expertise
Recognizing your distinctive requirements, our commercial and personal insurance solutions are thoughtfully tailored to deliver peace of mind, minimize risk, and protect your most valued assets.
Auto Insurance
Our team handles policy changes, including vehicle updates, lienholder revisions, issuing binders, and temporary ID cards. We process payments across various carrier platforms and quote new and renewal auto policies using EZLynx, confirming rates directly with carriers. We also monitor pending cancellations and send client reminders to prevent lapses. Additionally, we support new business efforts by re-quoting unsold policies and following up with prospects.
Home Insurance
Our team manages mortgagee updates across carriers and communicates them to lenders. We quote new and renewal homeowner’s policies using EZLynx and carrier systems, ensuring competitive and accurate pricing. We provide declarations and quotes as needed and communicate underwriting messages to clients to support policy compliance. Team members are trained in systems including Progressive, Bristol West, National General, Travelers, NJ Cure, Mercury, and Plymouth Rock.
Commerical Insurance
Our team is equipped to quote Commercial Auto policies in Progressive and GEICO systems, issue Certificates of Insurance, complete Acord forms with limited assistance, and edit documents using PDF tools. We can navigate platforms such as BTIS and First Connect to identify suitable commercial markets and are adaptable to additional commercial servicing needs with training.
We offer reliable back-end support with direct communication via WhatsApp or email during business hours, ensuring timely and efficient task execution.
Apps & Automation
