Insurance Virtual Assistant

Real Estate Investor Lead Generation – Telemarketing For Real Estate Investors

Goal:

To help you generate more leads, grow your sales pipeline, keep clients longer, and stop wasting your valuable time on menial administrative tasks.

How It Works:

Your Insurance Virtual Assistant is here to help with the day-to-day operations of running your company. Ultimately, any of our Real Estate Virtual Assistant Services can apply equally well to an insurance broker / dealer, with a few minor tweaks to cater toward the nuances of the insurance industry.

While it’s good to remember our simple 2 category designation of all VA services (Administrative vs. Voice)… some more specific examples of activities that you might consider outsourcing to your Insurance Virtual Assistant include:

• Insurance lead generation
• Insurance telemarketing
• Call answering / lead follow-up (via phone, email, social media)
• Appointment setting & calendar management
• CRM monitoring, updating, and admin support
• Website updates & blogging
• Insurance social media marketing
• Online research, list building, and data entry
• Insurance postcard marketing / mail campaign managment
• Lead management & lead nurturing

Similar to most outsourcing & virtual assistant services, the key is standardization. In other words, the tasks your VA will handle most effectively are those which follow a step-by-step, repetitive manual. The more your VA is put in a position to think on the fly, make strategic decisions, or do creative problem solving, the more risky will be your overall chances at long-term, sustainable profitability.

Some people do indeed train a Virtual Assistant to be their “all arounder” … doing a little of this, a little of that, and being there to learn more new tasks as they arise. And some of these campaigns are successful, creating a years-long relationship of trust & mutual benefit.

However, if you want to guarantee positive results with your Insurance Virtual Assistant, start by delegating the simple, menial, repetitive tasks in your business – especially the types of tasks listed above. Once you see the value (and challenges) of working with a virtual assistant on these types of systematic, standardized tasks, then you will be much more comfortable knowing what you should … and should not … delegate to your virtual team.