Habiliss provides insurance agents with full-time dedicated Virtual Assistants (VAs) who have extensive experience working with insurance agents and their clients.

What Tasks can a Virtual Assistant Perform for Insurance Agencies?

  • Appointment setting
  • Lead Generation
  • Customer care
  • Qualify leads
  • Web marketing
  • Email management
  • Ordering supplies
  • Take claim reports
  • Make changes to policies
  • Prepare proposals
  • PowerPoint Presentations

A Habiliss VA handles the “busy work” that eats up all your time so that you can concentrate on what you’re in business to do – sell insurance.

A Habiliss Virtual Assistant is on the Job When You Can’t Be

Another benefit of hiring a Habiliss VA is when you are unable to make it to your office due to adverse weather, sickness, or other emergency, your Virtual Assistant can take client calls since they are on duty 24/7. Your clients will be able to make a claim or a change to a policy even if you’re not personally available.

Anything that can be done by phone or internet a Virtual Assistant can do:

  • Faxing
  • Scanning
  • Word processing
  • Phone calls
  • Research
  • Answering Service
  • Data Entry
  • Edit, format and proofread documents and correspondence

Does Using a Virtual Assistant Save Money?

Think of the cost you as an employer incur per employee:

  • Recruitment
  • Salary
  • National insurance and income tax
  • Employers Liability Insurance
  • Sickness and maternity leave
  • Pension and benefits

Plus, for an onsite employee you have to provide:

  • Office space
  • Office equipment
  • Telephone
  • Computer
  • Software…

On the other hand, when you hire a Habiliss Virtual Assistant you are spared ALL of the above expenses.

Because a Virtual Assistant for Insurance Agencies is managed by Habiliss, you pay only for time on task. That’s all.

At Habiliss, our goal is to help you get the most out of your day and your business.