Services

comprehensive services

At Connect Virtual Solutions, we provide comprehensive support to insurance brokers, allowing you to focus on what you do best.

Our team is skilled in managing essential tasks ensuring smooth operations and enhanced client satisfaction. Here’s a look at how we can help:

Our support services are designed to streamline administrative tasks and ensure your clients receive the highest level of service:

Census and Enrollment Audits

Verify employee data accuracy and ensure seamless enrollment processes with thorough census and enrollment audits.

Appointment Scheduling

Professional appointment scheduling and management, ensuring your time is used efficiently.

Claims Processing

Handle claims documentation, submissions, and follow-ups, providing prompt and reliable assistance throughout the claims process.

Phone Support

Provide customer-focused phone support, handling inquiries and resolving issues on behalf of your agency.

Premium Payment Reminders

Send timely payment reminders to help clients avoid lapses in coverage and maintain premium payment schedules.

Email Management

Ensure timely responses and organized email communications, so no message goes unanswered.

Group Termination Processing

Manage the details of group terminations efficiently, ensuring all necessary steps are taken to finalize terminations.

Employee Eligibility Management

Verify employee eligibility, track coverage status, and maintain up- to-date records.

Rate Retrieval

Obtain and verify employee and dependent rates from carriers, allowing for accurate plan quotes and adjustments.

Files and CRM Management

Maintain organized files and manage CRM records for streamlined client and plan data access.

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

HOW IT WORKS

At Connect Virtual Solutions, we make it simple to get the support you need to elevate your insurance agency. Here’s how our seamless process works from start to finish:

STEP 1:

DISCOVERY CALL

Get to Know Us

Start with a free, no-obligation discovery call. During this meeting, we’ll discuss your specific needs, goals, and any challenges your insurance business is facing. We’ll answer any questions you have about our services and recommend a package tailored to your requirements.

STEP 2:

SELECT A PACKAGE

Choose the Right Fit

After our initial discussion, we’ll help you select the best pricing package for your needs. Whether you’re looking for essential support, more comprehensive customer service, or fully personalized client management, we have a package that fits.

STEP 3:

ONBOARDING

Once you’ve selected a package

We’ll guide you through our streamlined onboarding process. We’ll collect essential information, set up access to necessary systems, and discuss preferred communication channels. This ensures that we’re fully prepared to support your agency efficiently from day one.

STEP 4:

CUSTOMIZED SERVICE DELIVERY

Ongoing, Proactive Support

Our Insurance Virtual Assistant will get to work, handling the tasks specified in your package and delivering consistent, high-quality support. We’ll provide you with updates, progress reports, and remain available for any additional needs or changes. From administrative tasks to client support, we’re here to make your workload easier.

STEP 5:

REVIEW & ADJUSTMENTS

Continuous Improvement

We value ongoing feedback. At regular intervals, we’ll schedule a review to ensure our services continue to meet your expectations. If your needs evolve, we can adjust the service plan or recommend an upgraded package to keep up with your growth.

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.