Sell more…earn more. If you are spending your valuable client time on paperwork, tracking down requirements, and dealing with administrative issues, what opportunities are you missing?
Support for Insurance and Financial Service Businesses
- Call answering assistance
- Follow up on pending requirements
- Warm calling (see below)
- Birthday and holiday cards
- Presentation creation
- Tradeshow and seminar lead management
- Calendar management
- Blogging
- Monthly, quarterly or annual policy review appointments
- Contact management assistance
- New agent set up assistance
- Quote management assistance
- Web site design, maintenance and SEO
- Create and manage newsletters
- Social networking (LinkedIn, Facebook. Twitter)
- Article submissions (industry trained specialist)
- PR / Media support (industry trained specialist)
- Multimedia – Create video, video sales letters, video demos, video presentations, webinar developement etc.
- Remote IT support
- And much more!
Your Investment
We work with our clients on a retained or hourly service plans. Financial and insurance virtual assistant rates are $30.00 per hour for a ten hour block of retained service or $35 per hour for hourly services.
Desktop publishing and graphic design projects are typically $35 per hour.
Our telephone campaign strategy:
- Our campaigns have a proven track record of yielding 3% to 8% in opportunities for our clients. Total completed campaigns for all clients average about an 11% success rate. Read more about successful telephone campaigns here.
- On average, we can typically contact 20 – 30 contacts per hour.
- We do not guarantee results, but we guarantee that we will set up an effective campaign that is designed to give you better, long term results. Before you go out and purchase that list of 2000 leads, do you have time to call each and everyone of those people and effectively put a campaign in place? Do you plan on sending them letters and perhaps make some phone calls and hope that will drive business? Stop! Call us first! We will be happy to discuss strategies designed to work for you.
To find out more information, contact us for your free phone consultation!
View our client testimonials here!
View a sampling of our project portfolio here.
For additional information about support for insurance or financial virtual assistant services, download our Agent Brochure today! You can also read more on our blog about how a virtual assistant can work with a financial planner.
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