Tools & Resources Archives - Virtual Latinos

5 Ways Virtual Assistants Can Fast-Track Your Insurance Company’s Success

Tools & Resources

In today’s digital era, brick and mortar locations are quickly becoming increasingly irrelevant. After all, most clients simply check the status of their insurance policies or submit claims via mobile apps or online websites. That leaves you with staff taking up most of the real estate in your offices. But is this arrangement necessary? Or is it time for you to take your business to the next level?

If you’re looking for a solution that will cut expenses, reduce your workload, and help you become more digitally savvy, the answer is easy: Hire virtual assistants. After all, not every task in your company requires an insurance license, and once hired, managing your virtual assistant is a breeze. Said assistant can take care of all the busy-work in the office, freeing up your schedule to tackle more important tasks, and when you’re working with Virtual Latinos, they can do so at a fraction of the usual cost.

What Benefits do Virtual Assistants Provide to Insurance Companies?

1) First Point of Contact for Clients

Clients will have questions every time a policy update is mailed. They’ll have much more trust in your company if you’re able to respond to those questions promptly. But balancing other responsibilities means you won’t always be available to take that call. Hiring a virtual assistant allows you to keep the lines of communication wide open and helps your clients feel like you are genuinely invested in hearing what they have to say. Our Virtual Latinos are in places like Colombia and Honduras, which have the same time zones as the US, so they’ll have no trouble receiving calls during US business hours.

After speaking with a client, the assistant can determine if the situation has been satisfactorily resolved or if the caller needs to be redirected to the appropriate division of your company. The ability to screen these calls cuts down on the number of interactions you need to address, while still giving your clients the impression that your company is there for them when necessary.

2) Manage Your Schedule

In addition to being that first point of contact when clients call or other staff members reach out, your assistant can also take care of your scheduling. By reviewing your calendar and availability, an assistant can add meetings to your schedule as needed. Instead of wasting your time trying to figure out how to squeeze in three appointments in a busy week, you can simply check your schedule every day to confirm what’s scheduled and leave it at that.

If circumstances change and rescheduling is necessary, your assistant can take care of that too. By reaching out to the affected parties to confirm the meeting is being rescheduled, you show that you respect people’s time.

3) Research and Data Collection

While you concentrate on taking care of any urgent situation, your virtual assistant can spend time performing research and collecting data. For your operation to run successfully, it’s crucial to have access to updated marketing information. Working with a virtual assistant agency enables you to keep track of upcoming trends and industry changes and stay competitive in the field. With Virtual Latinos, most of our assistants have robust marketing backgrounds, making them uniquely qualified to handle this task.

Virtual Latinos’ virtual assistants are fully bilingual, college-educated, motivated individuals. Their skills in English are equal to their expertise in Spanish, and they can handle complex documents full of technical language with little issue.

4) Data Entry

In the insurance industry, there are large amounts of information you will collect from clients during their time with you. Most of this is submitted via filled out forms. And while a lot of the process is becoming more automated, there are still quite a few things that a machine can’t do. A dedicated virtual assistant can take the time to pore over paperwork and perform the necessary data entry services for quotes, claims, and other such processes.

5) Social Media Management

Social media is the ultimate tool when it comes to promoting your company and your brand. But using social media properly involves a lot of time and commitment. What users love about the platform is the interactivity, which entails ensuring they have a constant cache of fresh, relevant content prepared and can respond to comments to your posts regularly. Virtual assistants can take care of providing these updates and scheduling posts to prevent your page from becoming stale. They are also able to take the time to respond to comments, as well as take note of any trends across social media that might have an impact on your company.

Hiring the Right Virtual Assistant for You

With so many choices for virtual assistants online, it’s easy to get overwhelmed. We help simplify that choice by providing a unique service within the industry. Not only are the assistants on our team thoroughly vetted and hand-picked to ensure they are incredibly qualified for the task, but they’re also far more affordable than any alternative. Given the differences in costs of living between the US and, say, El Salvador, the same dollar amount that would be considered extremely desirable for a paycheck in Latin America is simultaneously extremely affordable in the US. With Virtual Latinos, you can hire virtual assistants for as little as $5 per hour, though we have multiple pricing options for whatever your needs may be.

In addition to being cost-effective, our assistants’ language skills will allow you to grow your business even further, providing better support for any Spanish-speaking clients and partners. Spanish is the second most spoken language in the country, and being unable to provide services in Spanish is a considerable setback.

When you’re ready to take the next step for your insurance company, all you need to do is reach out to us so we can get started on pairing you with the best virtual assistant for your needs. Contact us today!

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