Personal / Commercial Insurance Services
What Does an Insurance Virtual Assistant Offer?
CRM :
- Create Personal/Commercial account
- Create / Manage Folder ( Upload file to specific folder )
- Create Certificate of Insurance (COI)
- Run Auto Quotes
- Run Homeowners Quotes
- Update Personal Information of Customer
- ACORD forms and supplemental applications
Others:
- Inbound/Outbound Phone Calls
- Processing Mortgagee Changes
- Adding/Removing Scheduled Coverage
- Updating Policy Discounts
- Sending Documents for E-signature
- Distributing Memos and Processing Cancellations
- Calling Carriers to fix Underwriting Issues.
- Reviewing Policy Increases
- Distributing Memos and Processing Cancellations