Financial and Insurance Virtual Assistant

Sell more… Earn more.  Financial planners 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? In Business since 2007 and the first to offer this service to the industry, let our 40+ years of collective experience as industry virtual assistants help you!

Administrative Support

Your time-saving investment starts with a 10-hour block at $449 per month.
  • Additional hours available in 5-hour increments.
  • Includes 1 weekly check in and planning call.

Administrative Support for Insurance and Financial Service Businesses

  • Call answering assistance
  • Existing CRM management
  • Track CEs
  • Track state licensing
  • Client concierge, such as birthday and holiday cards
  • Presentation creation
  • Webinar and seminar lead management - support only
  • Email and calendar management
  • Monthly, quarterly, or annual policy review appointments
  • Confirm appointments and handle reschedules
  • Manage meeting paperwork and prep (meeting notes, call notes, electronic filing of documents)
  • Expense tracking
  • And much more!

Marketing Support

Your time-saving investment starts with a 10-hour block at $549 per month.
  • Additional hours available in 5-hour increments.
  • Includes 1 weekly check in and planning call.

Marketing Support for Insurance and Financial Service Businesses

  • Tracking sales opportunities
  • Warm calling (see below)
  • Webinar and seminar lead management - set up and support
  • Blogging (we can write and publish blog posts for you!)
  • Web site design, maintenance and SEO
  • Create and manage newsletters
  • Social Media marketing support
  • PR / Media support  (industry trained specialist)
  • Marketing funnels
  • Strategy planning
  • Business development
  • Paid advertising
  • Article posting
  • Google My Business
  • Multimedia – Create and edit videos, video sales letters, video demos, video presentations, podcasts, webinar development, etc.
  • Graphic design
  • And much more!

Back Office Support

Your time-saving investment starts with a 10-hour block at $599 per month.
  • Additional hours available in 5-hour increments.
  • Includes 2 weekly check in and planning call.
  • Priority reponse time.
  • Pricing incentives for Administrative and Marketing support as add-ons.

Back Office Support

The back office can be thought of as the part of a company responsible for providing all business functions related to its operations. The back office is an essential part of any firm and associated job titles and functions are often classified under "Operations."

We offer real-world, practical solutions that speak to your Back Office needs, goals, and strategies:

  • Proposing, managing and maintenance of software and technology tools necessary to run your business.
  • Setting up documentation to support SOPs and company best practices.
  • Providing management and support solutions properly for sleek business operations.
  • Providing back end specialized solutions and troubleshooting solutions.
  • Analyzing various functions of the company and suggest any changes or upgrades of the same according to the business’s development.

Advanced Support

Your time-saving investment starts with a 10-hour block at $599 per month.
  • Additional hours available in 5-hour increments.
  • Includes 2 weekly check in and planning calls.
  • Priority reponse time.
  • Pricing incentives for Administrative, Marketing and Back Office support as add-ons.

Advanced Support

Service requests to include but not limited to:

  • Death claims
  • Change of ownership
  • RMDs / Distributions

Account opening to include but not limited to:

  • New account app prep to include:
    • Funding - Transfers, ACATs
    • NIGOs
    • Client follow up
    • CRM updating
    • scheduling policy delivery if needed
    • 1035s

Other:

  • Researching Cost Basis
  • Corporate Actions forms/paperwork
  • Stock Power Forms assistance (for stocks held direct w/issuer)
  • 401(k) Distributions/Rollover paperwork
  • Carrier appointment paperwork
  • Virtual training on the above items for your in-house assistant

Looking for specialized services for Redtail and Snappy Kraken?

Click Here for specialized service packages!

Download our services one sheet! Click here to download.

Read our interview from WealthManagement.com where our client attributes his firm’s 50 percent increase in gross revenues over the past two years in large part due to working with a virtual assistant.

Q&A:

Let Us Help You Reach Your Goals!

Certifications

Online Business Manager
Certified Coaches Federation
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