1. What tasks will the virtual assistant handle for my insurance agency?

Our virtual assistants primarily handle calling tasks. This includes reaching out to new leads, re-engaging older leads sitting dormant in your database, and contacting existing clients for cross-selling opportunities. For example, we can call your auto policyholders and pitch bundled home policies to help them save money. We can also perform cold outreach to local businesses, such as plumbers, to expand your client base. We can even provide the contact data for these businesses.

2. Are your virtual assistants trained in handling insurance-related inquiries?

Yes, over 80% of our clients are in the insurance industry, including companies like Allstate Insurance, Farmers Insurance, and many independent agencies. Our virtual assistants are familiar with insurance processes and platforms like Apex, Lead Manager, and EZLynx, making them well-equipped to support your business.

3. How do virtual assistants handle cold calling versus warm calling for insurance leads?

Our virtual assistants are experts in both cold and warm calling. They know how to break the ice with a friendly greeting, inject small humor to ease tension, and effectively bypass gatekeepers. For warm leads, they’re skilled at continuing the conversation in a professional, friendly manner to drive results.

4. Can a virtual assistant help with lead generation and follow-ups?

Absolutely. Lead generation, whether cold, warm, or cross-sell opportunities, is a core focus. Our virtual assistants can also handle follow-ups for leads you've already pitched, scheduling regular callbacks to ensure leads don’t slip through the cracks.

5. What are the hours of availability for your virtual assistants, and are they flexible with time zones?

Yes, we operate 24/7, so no matter whether you’re on Pacific, Eastern, or any other time zone, our virtual assistants will align with your business hours seamlessly.

6. How do you ensure data security, especially with sensitive client information?

Our teams access all sensitive data through secure servers, ensuring that your client information remains protected at all times.

7. Can the virtual assistant use my CRM software, or do they need training?

Yes, our virtual assistants can use your CRM software. In most cases, they’ve already worked with it before. If not, we will ensure they receive the necessary training to be fully operational.

8. Are your virtual assistants familiar with insurance sales processes and regulations?

Yes, but please note that our virtual assistants are not licensed to bind policies or provide specific insurance advice. However, they can gather the necessary information and bring prospects to the point where you, the agent, can finalize the deal.

9. How do you handle quality control and ensure that the virtual assistant maintains high standards?

Each virtual assistant is supervised by a dedicated manager who acts as a liaison between your business and the assistant. This manager ensures punctuality, adherence to your specific instructions, and high-quality service.

10. What kind of reporting will I receive on the virtual assistant's performance?

You will receive a detailed end-of-day report, outlining the number of calls made, their outcomes, and the hours worked.

11. Will my virtual assistant be making outbound calls only, or can they also handle inbound calls?

Your virtual assistant can handle both outbound and inbound calls, along with other administrative tasks, making this a highly customizable service based on your needs.

12. Can the virtual assistant handle appointment setting for client meetings?

Yes, our virtual assistants can handle appointment setting and even follow up to confirm attendance prior to the meeting.

13. How do you ensure that the virtual assistant understands my specific insurance products and services?

If you’re with a well-known insurance carrier, chances are our team is already familiar with your products. If not, we’ll work with you to provide the necessary training.

14. What is the process of onboarding a virtual assistant into my agency’s workflow?

We’ll start with an initial meeting to understand your goals and create a plan. You’ll need to provide access to your VOIP system (e.g., RingCentral or Ooma). We’ll then create scripts, load target lists, and begin calling. A follow-up meeting will be scheduled after one week to assess progress and make adjustments.

15. What happens if the virtual assistant is not meeting my expectations?

No worries! We have a large team and can quickly replace the virtual assistant if they are not meeting your standards.

16. Do your virtual assistants work exclusively for one client, or do they serve multiple clients?

Our virtual assistants typically work eight-hour shifts. If you book them for a full shift, they will work exclusively for you. If you need them part-time, they may be paired with another client for the remaining hours.

17. Can a virtual assistant assist with renewal follow-ups for my existing clients?

Yes, they can. However, since they are not licensed agents, they should focus on scheduling follow-ups rather than discussing specific policy details.

18. How does pricing work? Is it based on hours worked or tasks completed?

Pricing is based on the hours worked, not the specific tasks completed. Whether the task is making calls or performing other duties, the cost is calculated by the hours purchased.

19. What is the minimum contract length for hiring a virtual assistant from your service?

The minimum contract length is one month.

20. What type of training do your virtual assistants go through before working with an insurance agency?

Our virtual assistants undergo extensive internal training, and many come from an insurance background, ensuring they are fully prepared to support your agency.

21. How do virtual assistants handle objections or challenging clients during sales calls?

Our assistants receive specialized training on handling objections, bypassing gatekeepers, and dealing with challenging prospects, ensuring a professional and productive conversation.

22. Can the virtual assistant provide support in other administrative tasks such as email management and proposal writing?

Yes, our virtual assistants can handle various administrative tasks, including email management and proposal writing. Please let us know these needs upfront so we can match you with the best fit.

23. What experience do your virtual assistants have with insurance agencies specifically?

Our virtual assistants have extensive experience working with insurance agencies, including Farmers, Allstate, and various independent agencies across the U.S.

24. How do I communicate with my virtual assistant, and will I have direct contact with them daily?

Yes, you will have direct contact with your virtual assistant. We typically use WhatsApp groups for daily communication, but we are flexible and can adapt to your preferred platform.

25. Are there any additional fees or hidden costs associated with hiring a virtual assistant?