Client-Facing 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.

Phone Call Management:

Our virtual employees expertly handle incoming and outgoing calls, intercepting low-level tasks to free up your team for more complex issues.

Contact Information Maintenance:

Keeping your management system updated is crucial. Our virtual employees ensure that all contact information is current and accurate.

Policy Management:

Identifying missing supporting policies can be time-consuming. Let our virtual employees take care of this task, ensuring all necessary documentation is in place.

Vehicle and Driver Changes:

Whether it’s updating vehicle details or handling driver changes, our virtual employees manage these tasks efficiently.

Billing Inquiries:

From answering billing-related questions to processing payments, our virtual employees handle all billing-related tasks with precision.

Mortgagee Changes:

Processing mortgagee changes can be complex. Our virtual employees streamline this process, ensuring accuracy and timely updates.

Renewal Queries:

Addressing questions related to renewal increases is made easy with our virtual employees, who provide clear and accurate information.

Cancellation Requests:

Handling cancellation requests can be sensitive. Our virtual employees manage these with professionalism and care, ensuring a smooth process for your customers.

Quote Information Gathering:

Gathering necessary information for quotes is a breeze with our virtual employees, who collect and organize data efficiently.

Claims and Underwriting Requests:

Managing claims and underwriting requests requires attention to detail. Our virtual employees handle these tasks meticulously, ensuring nothing is overlooked.

Document Management:

Sending policy documents to the insured is a critical task. Our virtual employees ensure timely and accurate delivery of all documents.

Follow-ups and Commercial Audits:

Managing follow-ups and conducting commercial audits are crucial for maintaining customer satisfaction. Our virtual employees ensure these tasks are handled promptly and thoroughly.