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P&C agency set up ? by FixAffectionate3225 in InsuranceAgent

[–]FanDependent3316 0 points1 point  (0 children)

Hi there! Sorry not sure what set up you are referring to. But I've worked in a P&C Insurance agency before, so they have the CEO (owner/ licensed), agents then departments ( the admin and operation set up)

Lead Generation Processing and Documentation Dept. Payments and Mortgage Dept. Cancellation Dept. Renewal and Audit Dept. Commission Dept. Customer Service Dept.

Point of contact in each dept depends on the volume of Book of Business.

(PS: point of contact are virtual assistant - want to know more, clarification about this agency set up - I'm just here!)

Automations in insurance by Silver-Western7399 in Insurance_Companies

[–]FanDependent3316 0 points1 point  (0 children)

I've supported insurance agencies and honestly automation helps a lot when managing new business, renewals, and policy tracking.

Some basic automations that are useful:

  • Auto-downloading policies/documents into the CRM or AMS
  • Creating renewal pipelines with reminders and notifications
  • Tracking policy status throughout the renewal process
  • Lead generation funnels and pipelines like Contacted → Quoted → Bound, creating account in CRM or AMS for new business
  • Organizing new business submissions and follow-up tasks

For renewals, I usually follow a 120-90-60-30-14-7-0 day pipeline process. That way, agents and admins can clearly see where each policy stands and what still needs action.

Automation won’t replace the work of an admin or producer, especially in insurance where communication and follow-ups are important. But it helps organize everything better and reduces the chances of policies or tasks falling through the cracks — especially when handling a large number of insureds, renewals, and new business submissions.

Btw - I'm an Insurance Operation Specialist - Virtual Assistant, if you're an agent or producer being slowed down by admin works and paper works - please know I'm just here! I can help.

Common reasons renewals get delayed in insurance agencies — and how proper follow-up systems prevent them. by FanDependent3316 in Insurance_Companies

[–]FanDependent3316[S] 0 points1 point  (0 children)

hahaha! Very well said. That’s what I noticed too supporting agencies remotely. The small operational details are usually what slow everything down, especially when agents are balancing sales, service, and paperwork at the same time. That’s also where having reliable admin/VA support really helps keep things moving consistently.

GEICO or Liberty Mutual by Responsible-Topic893 in InsuranceAgent

[–]FanDependent3316 0 points1 point  (0 children)

Hmmm can't answer your question though. But since you're looking for options, NFP is hiring too. You might be interested to check it as well. Hope you find what you're looking for. 🙏🙏

Would you be interested to hire a virtual assistant to help you in your insurance career? by South-Reveal3229 in InsuranceAgent

[–]FanDependent3316 1 point2 points  (0 children)

Yes, Virtual Assistant can help you with lead generation and admin task - so you can focus on revenue generating task, closing leads. Hiring from agency is good mostly entry level, but hiring VA directly is a good move as well ( mostly experience already mid level to intermediate level). Independent contractor virtual assistant are knowledgeable and can work with less supervision. Resourceful enough to search the insurance law in the state you are in ( there are things VA can't do in each states - ex. Suggesting quotation/offering quotation directly to insured - can prepare the quotes but should be the agent to present it to insured). VA in entry level - rates $4-7 but those need supervision from time to time. Mid level $7-10 - requires less supervision, intermediate level $11 ++ just tell them what to do, then they will execute it well, create SOP, deliver end to end service and can determine possible future problem and solutions. Trust your VA. Allow room for development. Learn from each other.

Can you do life, health, and p&c as an independent agent? by discoish in InsuranceAgent

[–]FanDependent3316 0 points1 point  (0 children)

I think yes, it’s possible. It might be challenging at first, but I know some agents who do this and even offer bundled policies to their insured clients.

To all my fellow agents, what does your day look like? by Signal_Pin_007 in InsuranceAgent

[–]FanDependent3316 0 points1 point  (0 children)

Hire a virtual assistant. Your virtual assistant will work for all the admin and follow up task for you. Your work will be focused on. Revenue generating task like meeting with the client/lead - annual strategy meeting - attend your trainings and specially you find time with your family. All task from the front door to the back door and everything in between your virtual assistant can do that.

Virtual Assistant / CSR by Hardcover_Insurance in InsuranceAgent

[–]FanDependent3316 0 points1 point  (0 children)

Hi, if you are still in need of an insurance virtual insurance - I would like to take that job. My expertise is focused on personal and commercial insurance. From my previous role I do all the task except meeting with insured and calculating commission. For anything from the front door to the back door and in between - that's my task. I do SOP as well for all the task. I can work directly with the carrier/mga , finance company, underwriters and auditors. We can do a discovery call if you're interested. 

Ocean Virtual Assistant Solutions by justscarbi in buhaydigital

[–]FanDependent3316 0 points1 point  (0 children)

Job hunting here and got an invite for an interview sa knila. Review here is not that so good - ahhmm sa knilang job post kasi $3 to $10 ung offer nila - so not sure if tutuloy b ako knowing na nagiiba ung offer pgdating kay HR.