Virtual Financial Services Support

Virtual Financial Services Support

Our Virtual Assistants (VAs) have years of experience working within the Financial Services industries, primarily in the insurance and investment fields. Your dedicated VA will offer case preparation assistance as well as client communication and follow-up. We understand the importance of maintaining a strong relationship with your prospects and clients and we encourage you to utilize our services to do the “grunt” work while you focus on providing the products and services your consumers need.

The VAs dedicated to this line of work have extensive background dealing with underwriters, case managers and products specialists to gather the information and forms necessary to prepare for client appointments. Your dedicated VA will take on the more tedious tasks of completing applications, scheduling paramed exams and ordering additional medical records for insurance clients. 

On the marketing side, our VAs specializing in Financial Services will assist you in creating newsletters, product memos and social media blurbs to keep your prospective and current client informed. We will manage any CRMs that you have in place or assist you in creating and maintaining the Client Relationship Manager software of your choice. 

Our goal is to ensure you have the time and energy to write business and focus on the needs of your clients. Move all the administrative duties off of your plate and clear you calendar for more appointments with prospective clients and referrals. Let us handle the rest. 

Financial Administrative Services Provided:
  • CRM Maintenance
  • Case Preparation
  • Policy Delivery
  • Paramedical Scheduling
  • Appointment Setting
  • Underwriting Correspondence
  • Illustration/Presentation Creation
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