What’s a virtual assistant? We’re glad you asked.
A virtual assistant is someone who can knock out the tasks on your list quickly and cost-effectively, without requiring you to take time out of your day – or from someone on your team – to do it in-house.
Virtual assistant services are an extremely efficient way to accomplish concrete tasks with specific parameters. Because your assistant logs only the hours and minutes that they actually spend doing the job, productivity is 100% – a rate that’s simply impossible to achieve with a salaried employee. These services are also invaluable for accomplishing tasks that get put off over and over again when the truth is, no one wants to do them.
Here are ten tasks that virtual assistant services can handle to transform your day.
1. Outbound calls. You may need additional information before you can issue a policy or process a claim. Your virtual assistant can handle the outbound calls necessary to pursue the information you need.
2. Retention efforts. Policyholder churn hurts your bottom line. A virtual assistant can call policyholders with cancellation notices to improve retention.
3. Bookkeeping. Your virtual assistant can handle simple bookkeeping and accounting tasks, allowing you to focus on higher value tasks.
4. Scheduling appointments. If your time is spent scheduling appointments, you won’t have any time left for the actual appointments. A virtual assistant can handle the scheduling for you.
5. Claims intake. When policyholders have claims to report, they need immediate support. Your virtual assistant can provide empathetic claims intake.
6. Claims triage. The faster you can close claims, the better. Your virtual assistant can identify claims that can be settled and closed quickly so you have fewer open claims.
7. Application review. Insurance applications are sometimes missing information or signatures. Your virtual assistant can review applications for completion.
8. Inbound calls. Policyholders may call to change their address, cancel coverage or ask for help. Your virtual assistant can handle these claims.
9. Recorded statements. You may need to collect recorded statements for claims. Your virtual assistant can obtain these statements.
10. Proof of prior insurance. Before issuing coverage, you may need to validate proof of prior insurance. This is just one more task your virtual assistant can take care of.
The list goes on. A virtual assistant can handle many well-defined tasks that make more sense to outsource than to handle in-house. Your time is a commodity; so is the labor of your workforce. Virtual assistant services are an extremely effective way to control costs and drive efficiencies. Contact us to get started.
