Making your insurance agency more efficient with our Pre-trained virtual CSRs
Impacting People’s Lives for the Better
Let our highly trained VA's make this decision a
"No Brainer" for you!
Making your insurance agency more efficient with our Pre-trained virtual CSRs
Let our highly trained VA's make this decision a
"No Brainer" for you!
Guaranteed workload/stress reduction within the first month.
Our VAs come fully trained on PL Rater, Agency Zoom, Hawksoft, QQ, all of the major carrier websites, Bridge, Gmail, etc.
On vacation in 2017, our founder, Greg Rogers, found himself at a local bus station in Nicaragua. In an unfamiliar country with an unfamiliar language, the family was understandably stressed. A young man named Juan happened to be nearby and noticed their struggle to communicate in the local language. Juan intervened and began translating. Both Greg and Juan believe that fate brought them together that day.
Throughout the family's vacation, Juan stayed in contact and assisted whenever needed. As their relationship deepened, Juan shared more about his own life. Despite graduating with a Bachelors of Science in Education with a major in English and having the necessary credentials for success, Juan faced challenges. Resources. The family asked, "Why?" Juan's answer was specific; he needed a laptop and a bus ticket to the main city. The family provided him with a laptop, and together, they traveled back to the main city. Juan secured a coveted local job, and the family returned home.
In 2019, two years later, Greg tried using a Virtual Assistant (VA) for the first time. To his surprise, the VA had no knowledge of insurance. This realization sparked an idea for Greg—he recognized the need for VAs in the insurance industry. Knowing the perfect person to assist, Greg approached Juan. Devoted and educated, Juan signed up. After some planning the company launched at the start of 2023. Now, a year into the business, we have rapidly expanded from one person handling back-end data entry to a team servicing many independent insurance agencies. VAs manage everything from data entry to quotes, renewals, and endorsements for multiple insurance companies.
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