Signed in as:
filler@godaddy.com
DEDICATED VIRTUAL ASSISTANT
PERSONAL LINES
- Our team includes P&C licensed virtual assistants based in the Philippines and Central America (not in the U.S.)
- Managing inbound and outbound client phone communications
- Intake claim report from the insured and filing to the carrier
- Processing mortgagee changes
- Adding or removing scheduled property or coverage items
- Applying eligible policy discounts
- Making corrections and edits to existing policy details
- Gathering client data for generating new business quotes
- Sending and managing e-signature requests
- Updating payment details, modifying billing schedules, and processing customer payments
- Following up with clients to complete underwriting memos
- Processing cancellations per client request or underwriting guidelines
- Processing carrier downloads
- Reviewing premium increases
- Processing new business quotes
- Re-marketing client policies to alternative carriers for competitive pricing or coverage
- Executing cross-sell campaigns
- Adding or removing vehicles and drivers from auto policies
- Adjusting auto policy coverages as requested
- Updating insured addresses on existing policies
- Making VIN corrections and other policy-related updates
- Updating loss payee information
- Handling late payment follow-ups and potential cancellation notices
- Collecting signatures for exclusion forms and insurance applications
- Conducting audits to ensure all required signatures and trailing documents are on file
- Tracking and maintaining license compliance
COMMERCIAL LINES
- Our team includes P&C licensed virtual assistants located in the Philippines and Central America (not in the U.S.)
- Preparing and issuing certificates of insurance
- Requesting and managing loss run reports
- Policy checking
- Managing inbound and outbound calls
- Completing and submitting ACORD forms and supplemental applications
- Adding or removing scheduled commercial property or endorsements
- Updating available discounts applicable to commercial policies
- Processing cancellations
- Sending policy documents and forms for electronic signature
- Updating payment details, modifying billing schedules, and processing customer payments
- Following up with clients to complete underwriting memos
- Processing carrier downloads
- Reviewing premium increases
- Processing new business quotes
- Submitting Acord forms to wholesalers for quote request
- Re-marketing commercial policies to alternative markets as needed
- Reviewing accounts for missing signatures and document compliance
- Following up on pending or incomplete trailing documents
- IVANS download reconciliation
- Producer commission reconciliation