Ethos-Certified
Each VA goes through a thorough Ethos certification process specifically tailored to assist Independent Insurance Agents.
English Speaking & Bilingual
Our VA’s are native English speaking and work in all US times zones. Bilingual English/Spanish VA’s are also available.
Exclusive & Dedicated
Our VA’s are dedicated to generating revenue for Independent Insurance Agents and work exclusively for your business.
We Don't Outsource
Our Virtual Assistants, committed to driving revenue for Independent Insurance Agents, are an in-house team that we carefully staff, train, and manage. Boasting expertise in the insurance industry, these bilingual professionals fluently speak both English and Spanish, enabling you to tap into new markets. Furthermore, each VA is solely dedicated to your business, ensuring focused support. To ensure ongoing success, your Client Success Manager will consistently work to optimize the relationship between you and your VA.
Why you’ll love having a VA
Virtual assistants will take these tasks off your plate so you can focus on revenue generating activities:
- General servicing & onboarding
- Online-portal support
- Preparing policy quotes & auditing
- Policy renewals & re-marketing
- Claims follow-ups
- Payment reminders
- Referrals & prospect follow-ups
- Inbound/Outbound calls & emails
- Appointment management
- CRM management
- Data entry & data hygiene
- Administrative tasks
The Ethos Virtual Assistant has consistently brought in an increasing amount of new opportunities for over 10 months and has freed up my time to generate more revenue per client!
Let's match you with the perfect VA
Have any questions? We are always open to talk about your business, new projects, creative opportunities and how we can help you.