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Elevate your business with the premier virtual assistant company
- #1 in virtual assistant services by TechRadar & Analytics Insight
- Serving 7500+ clients with 800+ 5-star reviews
- Longest-running virtual assistant company
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Safeguard Your Productivity with a Virtual Assistant for Your Insurance Agency
Ideal Teams virtual assistant offers vital support to an insurance brokerage, managing administrative tasks like data entry, appointment scheduling, and client communication. Insurance virtual assistants can aid in handling policy documents, processing claims, and conducting research—enabling the on-site team to concentrate on building client relationships, sales, and strategic decision-making.
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Your All-in-One Insurance Virtual Assistant
Administrative
Describes the ideal candidate that will fill that position in your business based on practice culture, cutting-edge assessment tools, and your business goals. Matching your new team member with this Avatar is one of the most important aspects of hiring.
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The Search
You don’t need to stress sourcing candidates for your business. We use big data, artificial intelligence, and our database to source top candidates based on your Avatar for you. The days of posting a half-baked job posting on a local chiropractic association page and generating high-quality candidates for your opening are over.
The Placement
Ideal Team has the process of hiring the right team member to a science. Relying on your guy or guesswork to fill an open position quickly often leads to high turnover, stress, and wasted time. We can help you find the ideal person for your business that can help take your business to the next level.
Bring our Virtual Assistant on Board
Schedule Your Call
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We Learn Your Job
Weekly Check
See What Our Clients are Saying
“Ideal Team gave me the tools to make meaningful decisions when hiring my valuable assets, my employees. It’s remarkably simple and incredibly powerful.”
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“Our first hire is going on three years with our office and just received a promotion.”
“These guys will help you get the right people on the bus for massive alignment equaling massive business growth. Once you use Ideal Team, you will never use another agency again!”
“Kathia is the best recruiter we have ever worked with. She always take greate care of us!”
Trusted By
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Ready to Grow
Your Business?
Discover a virtual professional tailored to your unique business requirements and enjoy savings of up to 70% on hiring costs today.
Frequently Asked Questions
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An insurance virtual assistant is a remote professional specializing in tasks related to the insurance industry. They can manage responsibilities such as customer inquiries, policy management, claims processing, administrative tasks, and provide support functions for insurance agencies or professionals.
No, Ideal Teams insurance virtual assistants are not licensed agents. They specialize in providing administrative, customer support, and other functions within the insurance industry but may not hold active insurance licenses themselves. If tasks requiring licensure are needed, it’s crucial to ensure compliance with relevant regulations by involving appropriately licensed personnel.
Our insurance virtual assistants are proficient in working with various insurance-related systems, including customer relationship management (CRM) platforms like Salesforce, insurance agency management software, document management systems, and communication tools. They can assist with data entry, lead management, policy tracking, administrative tasks, and more.