Back Office Virtual Employee

What Our Client-Facing Virtual Employees Can Do for You and your agency

Our skilled team of Virtual Employees have the know-how to determine your premium renewals, renewal tracking, reminders, and requests. We focus on bringing attention to your clients that make your agency the most money, by pinpointing customers who could be a revenue opportunity.

Sending Applications to E-Sign:

Our virtual employees ensure that all necessary applications are sent out for electronic signatures promptly and accurately.

Auditing Carrier Alerts:

Daily audits of carrier alerts for pending cancellation policies and underwriting requests are managed efficiently by our virtual employees.

Sending Payment Reminders:

Our virtual employees handle sending texts or emails to insureds for pending payments, ensuring timely reminders and follow-ups.

Auditing Renewal Policies:

We audit renewal policies to check for missing supporting policies and coverage standards, keeping your policies in compliance.

Processing Cancellations:

Managing cancellations can be complex. Our virtual employees process cancellations swiftly and accurately.

Managing Basic Commercial COIs and Claims:

From Certificates of Insurance (COIs) to claims, our virtual employees handle these tasks with precision and attention to detail.

Handling Mortgagee and Lienholder Changes:

Updating mortgagee and lienholder information is streamlined by our virtual employees, ensuring accuracy and timeliness.

Requesting Renewal Payments:

Our virtual employees handle the task of requesting renewal payments from mortgage companies, ensuring all payments are processed on time.

Sending Welcome Emails:

Welcoming new clients with personalized emails and policy documents is a breeze with our virtual employees, who ensure all communication is professional and timely.

Updating AMS and CRM:

Keeping your Agency Management System (AMS) and Customer Relationship Management (CRM) systems updated is crucial. Our virtual employees ensure all data is current and accurate.

Running Quotes:

Generating quotes is made simple with our virtual employees, who gather and process all necessary information to provide accurate and timely quotes.