Indispensable Staffing Solutions for
Insurance
Stay focused on building relationships & business – that’s why insurance industry professionals trust VPLOY, with over 7500 clients across the USA & Canada!
Staffing Solution For Insurance Agencies
A VPLOY staffing solution provides essential support to an insurance brokerage by handling administrative tasks such as data entry, appointment scheduling, and client communication.
Insurance staffing solutions can assist in managing policy documents, processing claims, and conducting research – allowing the brokerage’s on-site team to focus on building client relationships, sales, and strategic decision-making, ultimately
What an Insurance Staffing Solution can do
Administrative Support
- Schedule appointments and meetings for insurance agents and managers.
- Update and maintain the CRM system with client and prospect information.
- Generate commission reports for easy reference and accounting purposes.
- Provide bookkeeping support, balancing accounts and maintaining records.
Customer Service
- Act as the first point of contact for prospects and clients, addressing inquiries.
- Assist with late payment, renewal, and cancellation calls, ensuring client satisfaction.
- Assisting clients in filing and tracking claims.
- Manage and maintain the agency’s book of business, updating customer data.
- Review and verify customer applications for new policies or renewals.
Marketing Assistant
- Assist in executing marketing campaigns, ensuring timely and accurate delivery.
- Respond to comments and messages, fostering positive interactions with clients.
- Assist with creating and uploading marketing assets, such as banners and images.
- Gather and analyze marketing data to provide performance reports.
Inside Sales
- Verify eligibility and qualifications of potential clients for insurance coverage.
- Document all client communications and update customer records as needed.
- Schedule follow-up calls and meetings to move prospects through the sales pipeline.
- Coordinate with agents to finalize the binding process for new and renewing clients.
Related services
Administrative
Marketing
Customer Service
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Hire an Insurance Staffing Solution with VPLOY today.
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What Our Clients Are Saying
We replaced someone in the office who wasn’t the right fit, and our Staffing Solution’s been with us for more than 6 years!
“Best cost-to-benefit ratio, we’re getting at least 5x what we pay them back in return! With our Staffing Solutions, they’ve made our local people to really step up to what they’re best at—focus more on projects, and closing deals, instead of overwhelming admin tasks.”
“We’ve been very pleased with the amount of escrows opened by our VPLOY staffing solutions. I really like working with our staffing solutions – its a game changer and massive value to our real estate partners! I strongly recommend hiring a mortgage staffing solution today, the return on investment you’ll see will be absolutely tremendous!”
“I have 2 Staffing Solution’s with VPLOY. Our Staffing Solution’s are amazing! They help us with BPO tasks, Craigslist, postlets, Facebook greetings, Zillow, IVR, metric spreadsheets, RealPro tasks, listing tasks, price reduction plans, finding comps, etc. I’m grateful for our Staffing Solution’s daily!”
“Our Staffing Solutions have migrated to bill payments, a lot. Time value of money is important in all aspects, and our Staffing Solution’s have contributed to that level of accuracy. It’s just a beautiful thing. We also pair our Staffing Solutions with our local project managers to get ready for the expansion we’re foreseeing.”
“Make the mindset shift to being your own CEO. Why are you still entering your listings yourself? Our best clients are using VPLOY staffing solutions to do all of this. Do you want to make $2,400 a hour prospecting or waste time entering listings? It’s all about leverage.”
“(Our Staffing Solutions) we’ve helped teams hire over 1800 people and we’re diving into industries outside Real Estate. We leverage them in processes and procedures, they help us in sifting through candidates’ personalities, operating styles, profiles and more; phone conversations and follow-ups, interview schedules and more.”
“Our Staffing Solutions don’t just answer the phones and coordinate calendars—they literally create productivity and create packages, streamlining marketing messages and proposals so we can leverage it and build better relationships with our clients”
“It’s been great working with VPLOY – it’s been very beneficial and cost effective for me. I try to focus on staying top of mind with REALTORS® to generate new business, and my Staffing Solution’s assist with tasks like loan pipelines, deal pipelines, & client interactions that reduce my ability to build relationships & acquire mortgage deals.”
“They (Staffing Solutions) do so much support for our processors and loan officers — they make sure the documents are complete, they handle a lot of calls and verifications, data entry, follow-ups with 3rd parties. We still do a lot of in-house processes with our loan officers and processors, but our Staffing Solutions make everything flow smoothly, bridging the gaps and saving 50-60% at least!”
“VPLOY is a great option when you need a staffing solution! They do all the heavy lifting to find the best candidate and assist with management in order to get up and running ASAP.”
“I was nervous about hiring my 1st Staffing Solution but VPLOY came highly recommended and I could not be more pleased. It’s been a short period of transitioning but I find myself with more time now, which I know in the long run is going to pay off huge dividends as I continue to build my business. I love the fact that I have a coach in conjunction with my Staffing Solution that keeps us both on the right path to success for us all!”
“I switched to an outsource Staffing Solution about two years ago. I find they are more efficient than those in the USA because they don’t have all the distractions. They work very hard. VPLOY is great about giving support and making my billing easy. They are always trying to help with the training of my Staffing Solutions.”
“Our Staffing Solutions support our team in our marketing — from content editing, postings, ads, remarketing and sphere farming. We do a lot of lead gen, blogs and videos. They take off a lot of the busy work so we can produce the best output and result for our clients!”
“Our Staffing Solution is a very important part of our business does a phenomenal job! She will learn anything we ask and doesn’t hesitate to self-inititate when necessary. Daniel Ramsey has done a fabulous job putting together the best of the best – We couldn’t be happier!!”
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