Virtual Staff
Full-time assistant trained in US insurance workflows.
$1,199/month for a dedicated, 40-hour/week assistant. They know what a face amount is, how to rescue a lapsed policy, and how to operate your CRM from day one. Free replacement guarantee.
Trained Tasks
What your dedicated assistant handles
Policyholder Retention
Outreach to policyholders nearing lapse grace periods, updating banking details on returned drafts, and scheduling annual reviews.
Outbound Lead Nurture
Running your ADX auto dialer, re-engaging aged leads, following up on unclosed quotes, and booking warmed appointments onto your calendar.
Carrier & Underwriting Support
Submitting medical requirements, tracking pending policies through underwriting, ordering APS records, and managing commission statements.