I haven't seen anything recent on this, so thought I'd ask in case others might find helpful. Looking for CSR / administrative support for things like picking up the phones to help with customer servicing and preparing quotes — we're a growing two-agent agency and could really use a lower cost solution to help manage the workload so we can focus more time on going out and selling. We're part of Big I and they recently did a presentation with Elevate Teams, but know there are tons of comparable insurance-trained virtual assistant type agencies out there.

    Can anyone provide any thoughts on utilizing a VA agency to fill a CSR / admin type role vs. hiring full-time locally? Obvious downside to hiring locally is it would easily cost 2x what a VA via agency would for a quality hire.

    Virtual Assistant for Small Independent P&C Agency?
    byu/Unique_Departure1576 inInsurance



    Posted by Unique_Departure1576

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