Inssurance Assistant Services - Virtaul Asssistants for Insurance Agents

What Provide

With WorkExchange you get complete back-office support for your insurance agency. Need multiple workers? Scale up with us! Hit certain staffing levels and receive a discount off ALL Virtual Account Managers under contract. Ask us about the details.

HOME

New business quoting
Remarketing renewals
Building customer proposals
Data entry and data management
Creating policy documents and forms
Claim processing assistance
Billing investigation and changes
Policy Cancellation/Lapse Monitoring
Reporting and analytics
Mortgagee updates
Endorsement Review

AUTO

New Business Quoting/Remarketing
Adding or removing drivers
Adjusting coverage on auto policies
Updating addresses on policies
Billing Assistance
Collecting signatures for exclusions or applications
Reviewing policy increases
Building policy documents and forms
Data entry and data management
Updating VINs or other corrections

COMMERCIAL

Screening company appetites
Direct company rating
Creating Acord Apps
Communicating with underwriting
Completing certificates of insurance
Ordering loss runs
Building policy documents and forms
Distributing memos and processing cancellations
Making policy edits and corrections
Handling policy downloads
Reviewing policy increases
Claim processing assistance

Our Process

Step 1

You Pick A Date/Time On Our Calendar That Works For You To Discuss Your Agencies Needs

Step 2

We Screen Candidates Then Present The Best Available For You To Choose

Step 3

We Onboard By Training About The Insurance Industry And Technology Used At Your Office

Step 4

Handoff Is 2 Weeks Later. We Manage While You Tailor Their Workload To Your Agency’s Needs