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Insurance remote assistant services
Insurance remote assistant services









insurance remote assistant services

Onboarding a full-time call center agent is another liability in addition to your expenditure. Our reports will help you measure the performance Top Benefits of Hiring Virtual Call Center Assistants from EVA We will compile reports on the process for back-tracking and record-keeping. Our virtual call center assistant services include. With specialization in client management, our team can effortlessly handle all inbound and outbound call center responsibilities. Outsourcing virtual call center assistant services to savvy remote assistants from EVA can lessen your worries and help you focus on priorities. Virtual Call Center Assistant Services We Offer Ergo, fielding various challenges round-the-clock.

insurance remote assistant services

EVA's virtual assistants are attentive and empathetic towards your client's concern. Our remote employees can handle phone calls and nurture relationship with appositive attitude. With our skilled team of inbound and outbound virtual call center assistants by your side, you can maintain a cordial relationship with your clients 24/7/365.įrom Express Virtual Assistant (EVA), you can hire a virtual call center assistant to represent your business.

insurance remote assistant services

INSURANCE REMOTE ASSISTANT SERVICES SOFTWARE

Other software and programs we are proficient in include:ĪccessAlly, ActiveCampaign, Adobe, Airtable, Asana, Astra, Audacity, Auphonic, Avada, Aweber, Beaver Builder, Blackbaud, Box.Does the thought of hiring call center agents make you feel uncomfortable? What about the cost of owning and operating hardware, internet, or subscriber lines? If your expenditure is already spiraling out of control, Express Virtual Assistant can come to your rescue. SalesForce, Snappy Krakken, eWealth Manager, Carbonite, Advyzon, Horsemouth, Broadridge, Riskalyze, e-Money Campaigns, WorldDox, NetX360, RedTail, RegEd, Grendel, Pareto, AdvisorsAssistant, TD Ameritrade, Charles Schwab, Raymond James, Assetmark, Pulse 360, FPAlpha, FMG Suite

insurance remote assistant services

Industry related software and programs we are proficient in include:

  • Analyzing various functions of the company and suggest any changes or upgrades of the same according to the business’s development.
  • Providing back end specialized solutions and troubleshooting solutions.
  • Providing management and support solutions properly for sleek business operations.
  • Keeping the accounts and financial details.
  • Setting up documentation to support SOPs and company best practices.
  • Proposing, managing and maintenance of software and technology tools necessary to run your business.
  • We offer real-world, practical solutions that speak to your Back Office needs, goals, and strategies: The back office is an essential part of any firm and associated job titles and functions are often classified under "Operations." The back office can be thought of as the part of a company responsible for providing all business functions related to its operations.
  • Multimedia – Create videos, video sales letters, video demos, video presentations, webinar development, etc.
  • Marketing, funnels and business development.
  • PR / Media support (industry trained specialist).
  • Monthly, quarterly, or annual policy review appointments.
  • Blogging (we can write and publish blog posts for you!).
  • Webinar and seminar lead management - set up and support.
  • Marketing Support for Insurance and Financial Service Businesses
  • Manage paperwork (meeting notes, call notes, electronic filing of documents).
  • Webinar and seminar lead management - support only.
  • Client concierge, such as birthday and holiday cards.
  • Client services assistance with prepping forms and applications or assisting client with making general account changes.
  • Financial planner and insurance agents, if you are spending your valuable client time on paperwork, tracking down requirements, and dealing with administrative and marketing issues, what opportunities are you missing? Let our 16+ years experience as industry virtual assistants help you! Administrative Support for Insurance and Financial Service Businesses











    Insurance remote assistant services