Insurance Virtual Assistants
Are you struggling to keep up with the demands of your insurance business? Do you find yourself bogged down by administrative tasks, paperwork, and customer inquiries? Look no further than Logan IT Inc‘s insurance virtual assistants!
Our team of virtual assistants specializes in providing insurance back-office services to agencies and brokers across the industry. We have extensive experience in the field, with expertise in Medicare back office operations, customer service representative insurance support, and much more.
We provide the following tasks to our clients as part of our social media management service:
- Quote summary and proposal
- Certificate of Insurance (COI)
- Document indexing and filing loss run
- Processing policy checking and policy servicing
- Billing and accounts receivable renewals
- Processing and managing renewal lists
- New business setup
- Policy setup
- Claims processing and data entry
- Conduct outreach to prospects for future sales
- Create prospect databases
- Invoicing and maintaining customer files
- Conduct regular client outreach regarding insurance policies
- Follow up with clients to ensure coverage is renewed
- Supply insurance brokers with customer information
- Advise sales teams of complaints from clients
- Schedule appointments
- Direct customer inquiries to the appropriate department
- Track and document office expenses
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Our Experts:
Our insurance virtual assistants are highly skilled and experienced professionals who have worked with insurance agencies of all sizes. They stay up-to-date with the latest trends and best practices in insurance operations and customer service to ensure your agency stays ahead of the competition.
At Logan IT Inc, we believe in building strong relationships with our clients. We work closely with you to understand your business and goals, and create a customized insurance virtual assistant plan that aligns with your needs. Our team is always available to answer your questions and provide support whenever you need it.
Why Choose Logan IT Inc?
- Expertise: Our team has years of experience in the insurance industry, allowing us to provide top-notch support and services.
- Affordability: Outsourcing your insurance back office tasks to us can save you time and money, allowing you to focus on growing your business.
- Customization: We work closely with you to understand your specific needs and provide a customized solution that meets them.
- 24/7 Support: Our team is available around the clock to answer your questions and provide support whenever you need it.
Our Results:
Our insurance virtual assistant services have helped numerous clients achieve their business goals, including:
- Increased efficiency in insurance policy checking, policy servicing, and loss run processing
- Improved accuracy in document indexing and filing, policy setup, and claims processing
- Enhanced customer satisfaction and loyalty through responsive customer service and renewal follow-ups
- Streamlined billing and accounts receivable processes
- Increased new business setup and improved renewal management
- Efficient management of renewal lists and customer databases
- Effective conduct of outreach to prospects for future sales
- Timely response to customer inquiries and appropriate routing to the relevant department
- Accurate tracking and documentation of office expenses
- On-time ordering of office supplies and scheduling of maintenance when needed