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