Welcome To
Connect Virtual Solutions
Empowering insurance brokers with reliable, client-centered virtual assistance. Focus on growth while we handle the details.
Welcome to Connect Virtual Solutions
Your trusted partner in delivering high-quality, reliable, and dedicated virtual assistance for U.S. insurance brokers.
Based in the Philippines, we specialize in providing dedicated, high-quality virtual assistance tailored specifically to help increase your client retention so you can focus on building relationships and growing your book of business.
Our Core Values
What is an insurance virtual assistant?
An Insurance Virtual Assistant (IVA) is a highly skilled professional who specializes in providing remote administrative, operational, and client support to insurance brokers. Unlike traditional office staff, an IVA operates from a virtual environment, offering flexible, on-demand assistance tailored specifically to the needs of the insurance industry.
At Connect Virtual Solutions, our Insurance Virtual Assistants are equipped to handle a wide range of tasks that streamline your operations and enhance client satisfaction.
At Connect Virtual Solutions, we’re more than just a service provider
We’re a committed partner in your journey to greater efficiency, stronger client relationships, and sustained business growth
What does an insurance virtual assistant do?
Our Insurance Virtual Assistants (IVA) can assist with:
Whether it’s processing claims, managing renewals, or conducting policy audits, an IVA is here to make your daily operations more efficient, while ensuring you deliver exceptional service to your clients.
Customer Service
Providing responsive client support, managing inquiries, appointment setting, phone support, processing claims, and ensuring a seamless customer experience.
Billing & Payments
Managing premium reminders, billing support, and ensuring timely payments to avoid lapses in coverage.
Administrative Support
Handling policy management, data entry, document management, enrollments & termination and Open Enrollment audits, and CRM updates, so you can focus on client relationships and sales.
Why hire an insurance virtual assistant?
Hiring an Insurance Virtual Assistant through Connect Virtual Solutions can bring numerous benefits to your business:
Increase Productivity
Offload time-consuming tasks to a dedicated expert so you can focus on core business activities like sales and growth.
Cost Efficiency
Gain the benefits of a full-time assistant without the overhead costs associated with in-office staff.
Enhance Client Retention
With an IVA handling renewals, customer inquiries, and claims, you’re able to deliver a superior client experience that keeps customers coming back.
Scalability
As your agency grows, your IVA can adapt and provide the additional support you need, whether for a short-term project or long-term partnership.
We don’t just work for you
We integrate into your team, offering services to ensure you stay ahead of the competition.
We also focus on work-life balance for both our clients and virtual assistants, allowing you to focus on your core business while maintaining personal well-being. We’re committed to helping insurance brokers succeed by being more than a service provider—we’re your long-term partner in growth.”
Ready to see how an Insurance Virtual Assistant can transform your agency?
Partner with us today to experience the benefits of professional, reliable virtual assistance designed exclusively for the insurance industry.
OUR SERVICES
Census and Enrollment Audits
Verify employee data accuracy and ensure seamless enrollment processes with thorough census and enrollment audits.
Claims Processing
Handle claims documentation, submissions, and follow-ups, providing prompt and reliable assistance throughout the claims process.
Premium Payment Reminders
Send timely payment reminders to help clients avoid lapses in coverage and maintain premium payment schedules.
Group Termination Processing
Manage the details of group terminations efficiently, ensuring all necessary steps are taken to finalize terminations.
Rate Retrieval
Obtain and verify employee and dependent rates from carriers, allowing for accurate plan quotes and adjustments.
Appointment Scheduling
Professional appointment scheduling and management, ensuring your time is used efficiently.
FREQUENTLY ASKED QUESTIONS
How do you ensure the quality of work from your Virtual Assistants?
Our VAs undergo rigorous training and regular evaluations to maintain high standards of service. We also implement continuous quality checks, providing feedback and support to ensure consistency and excellence. Additionally, our management team oversees each VA’s performance, so you can trust that your clients are in capable hands.
Is your agency able to support both small and large insurance businesses?
Absolutely. Whether you’re a solo broker or part of a large agency, we offer scalable services that adapt to your business size and growth. We’ll work closely with you to tailor our services to your specific needs, whether you require dedicated support for a few hours each week or full-time assistance.
What sets Filipino Virtual Assistants apart from others?
Filipino Virtual Assistants are renowned for their excellent communication skills, professionalism, and strong work ethic. They are adaptable, highly trainable, and have a strong commitment to delivering quality work.
Additionally, many Filipino VAs are experienced in the insurance industry and are familiar with Western culture, which enhances their ability to connect effectively with US-based clients.
What time zone will my Virtual Assistant work in?
Our VAs can adapt to your preferred time zone, ensuring they’re available when you need them. We’re accustomed to working with US clients and will coordinate to align schedules for optimal communication and productivity.
What if my Virtual Assistant needs additional training on specific processes?
We’re happy to provide additional training to meet your requirements. Our VAs are adaptable and open to learning new systems, workflows, or software as needed. Simply let us know your specific needs, and we’ll ensure they are up to speed to meet your standards.
How do I get started with Connect Virtual Solutions?
Starting is simple! Just schedule a consultation call. We’ll discuss your needs, explain our services, and match you with a VA who aligns with your business goals. Our onboarding process is smooth and designed to get you up and running quickly.
READY TO GET STARTED?
Connect Virtual Solutions is here to provide you with seamless, reliable support so you can focus on what matters most – growing your business and increasing the number of your clients.
Let’s start the conversation and explore how we can work together to help your business thrive.
