Are you familiar with the term VA? If not, that is quite OK! Yet I will tell you once you understand what this is and how you can utilize in your Agency the POWER is monumental! VA is the term used to represent “Virtual Assistants”, and just like the name implies these are assistants to your business that work virtually. I have had experience with VAs that are U.S. based, Phillipines based, India based and so much more. Yet, I often find in the Insurance Industry that many Agents and Agency Owners don’t know about this valuable resource or the power it represents!
Have you been feeling stuck, overwhelmed and buried in all the day to day tasks that need to be completed in your Agency?
- Cold calls
- Appointment Confirmation
- Document completion
- Document follow-up
- Proposal Preparation
- Thank You Cards/Emails drafted and sent
- Payment reminders
- Renewal reminders
- Policy review scheduling
- Managing Social Media
- AND SO MUCH MORE!
Do you recognize that these are just a few of the items that I know you are dealing with on a day to day basis in your Agency…and yet ALL of these tasks could easily be assigned to a VA. Overseas and you can save tremendous amounts of expense and manage virtually. If you are in a high minimum wage state like California where I am, you could hire virtual assistants in other states with lower minimum wage basis and save revenue!
Maybe you are currently in a position where you cannot afford a full-time position or maybe you don’t feel like you have enough work to support a full-time position. Maybe you don’t want to deal with payroll taxes, human resources, etc. VAs may be a viable solution for you.
I challenge you today to look in to VAs…so much so that I am going to recommend a company US based that manages and runs VAs and they have a division focused on Insurance!!
DON’T LET YOURSELF BE LIMITED, OVERWHELMED AND BURIED when there are viable solutions in the marketplace and VAs for you could be a great place to start.
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John Lucero, is a successful business owner with over 20 years of experience in multi-line insurance agency operations for several major National Brands. With an expertise in Recruiting, Educating, Coaching, Developing and Product Knowledge, his passion and drive to ELEVATE Insurance Agencies to higher levels of success is what keeps him inspired about the future and motivated about making a difference.
