Boost your productivity and streamline your workflow with our Virtual Assistants Program! Whether you need essential administrative support, lead management, or customer service assistance, our Basic and Advanced packages offer flexible solutions tailored to your needs. From handling emails and scheduling to managing policy updates and client retention, our expert virtual assistants help you stay focused on what matters most—growing your business. Get started today and experience seamless, professional support at an affordable rate!

Starter

Best for brokers just warming up, who need admin and lead support but can still manage most task themselves.
$ 360 Monthly*
  • 20 Hours / Month
  • Email Management, Scheduling, Data Entry, Organizing Digital files and folders
  • Lead Database Management, Appointment Scheduling
  • Basic Inquiries, Billing Updates
  • Renewal Reminders, Payment Follow-ups
  • Document Gathering for Applications
  • Sending Digital Birthday & Holiday Cards
  • Compliance & Reporting Not Included
  • Personal Assistance Not Included
Get Started
*Includes $250 Setup Fee on Initial Purchase

Basic

Best for brokers with a moderate client base who need admin and lead support but can still manage some task themselves.
$ 640 Monthly*
  • 40 Hours / Month
  • Email Management, Scheduling, Data Entry, Organizing Digital files and folders
  • Lead Database Management, Appointment Scheduling
  • Basic Inquiries, Billing Updates
  • Renewal Reminders, Payment Follow-ups
  • Document Gathering for Applications
  • Sending Digital Birthday & Holiday Cards
  • Compliance & Reporting Not Included
  • Personal Assistance Not Included
Get Started
*Includes $250 Setup Fee on Initial Purchase
Popular

Advanced

Best for brokers with a high client volume who need full operational support.
$ 1200 Monthly*
  • 80 Hours / Month
  • All Basic Admin + Document Preparation
  • Lead Follow-ups, Lead Qualification
  • Claims Assistance, Customer Follow-ups
  • Full Policy Processing & Updates, Monitoring pending applications
  • Quotes, Sales Tracking, Cross-Selling Assistance
  • Satisfaction Surveys, Following up with clients post-policy purchase or renewal
  • Compliance Reports, License Tracking, Contracts and Certification Tracking
  • Travel Booking, Office Supplies Ordering
Get Started
*Includes $250 Setup Fee on Initial Purchase