If this sounds like more work than you currently want to take on – ask us about our Autopilot program today , and let us do the work for you ! •
HIRING & RECRUITING into customer trends and account preferences .
You can gain valuable insights by analyzing customer data collected by the agent . These are used to develop your sales strategies .
Unlicensed VA If you ’ re an insurance business that needs help with administrative tasks , an unlicensed VA may be a great fit for you ! Here ’ s just some of the tasks they can handle :
• Policy checking
• Appointment setting
• Data entry
• Evidence of insurance
• Underwriting
• Inbound phone calls
Licensed VA Need more from your VA ? Take a look at some of the job functions one of our licensed VAs can take on :
• Continuing education , licensing and credentialing
• Quoting & upsells
• Renewal reviews
• Inspection reviews
• Complete certificates & supplemental apps
WHERE TO FIND VAs FOR HIRE ?
When looking to hire a VA , you can try posting on various job boards or contact VA agencies . However , job boards do not always provide the best quality or accountability for your hires . Also , not every agency is alike .
Those are 2 of the reasons why we at Agency VA continue to grow and thrive as the insurance industry continues to hire remote .
We have put together multiple VA Programs allowing you to hire someone directly ( you train & manage ), or allowing us to do the hiring and management for you ( say goodbye to turnover )! Also , no matter which of our programs you decide on – you ’ ll be given a highly vetted and talented VA to work with , and you ’ ll be supported by our industry leading management and tracking software AVA . With AVA you can get the absolute most out of any VA you work with .
ONBOARDING & TRAINING A NEW VA
VA pricing can vary depending on if you hire domestic vs international , unlicensed vs licensed , and so on . Also , depending on the software , and services you desire from an agency like ours – the price can also vary .
However , when working with us you can be assured the systems are in place to make your VA experience the most efficient and cost effective option for your insurance business .
Just like any hire , a VA needs training . At Agency VA we can take care of the training for you through our Autopilot program , however , if you want to handle the training yourself , here are some tips :
• Provide clear instructions for each task :
• Written
• Screenshots
• Videos
• Create a clearly defined task list for them to complete
• Give frequent and clear feedback – again screenshots & videos can be key here
• Incentivize – often VAs are highly motivated by growth opportunities , because of the high impact it ’ ll make on their lives within their local economies
If this sounds like more work than you currently want to take on – ask us about our Autopilot program today , and let us do the work for you ! •
Wessley J . Anderson is the Co-founder at AgencyVA , Founder at Financial Network Insurance Agency and Owner and Founder at Alliance Financial Network Insurance . He is a renowned presenter on industry technology and staffing .
SEPTEMBER / OCTOBER 2023
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