INSURANCE BROKERS

Insurance broker virtual assistants that amplify your business

Choose a virtual assistant for your insurance agency to maximise your growth

Being a busy and engaged insurance broker professional, you juggle many responsibilities – researching insurance policies, liaising with insurance companies and reviewing claims, payments and inspections. While these tasks are important for your business, they can drain your time and energy. Worst of all, they don’t necessarily require your expert input.

Offload those menial chores and scale your insurance business. You can count on our highly skilled insurance agency virtual assistants to handle everyday tasks and help your company grow. Feel at ease entrusting your administrative responsibilities to a capable insurance broker assistant who understands your needs and business requirements.

Entrust your routine tasks to our proficient and experienced insurance agent virtual assistants

Put an end to those long days filled with tedious phone calls, never-ending email management, and ever-growing paperwork. Getting the help of an insurance broker PA will allow you to concentrate on essential tasks that need your specialised attention.

Choose one of our virtual assistants for your insurance agency to lighten the load so you can focus on what you do best – giving your clients the best insurance coverage so they can live a stress-free life.

With a broad set of skills, our insurance agency virtual assistants help take your business to the next level

Our team of insurance broker virtual assistants have many qualities and skills that can boost and improve your organisation. For example, our virtual assistants for insurance agencies are talented administration experts. Ask your insurance broker assistant to research, review policy information, and recommend different options for insurance to clients.

Or give your insurance agent virtual assistant the laborious task of ensuring that each client’s policy information is correct. You can even use your insurance broker PA to manage your CRM and create reports for your reference.

Your insurance agency virtual assistant will have basic data entry, transcription, file management, email management, and research skills. Best of all, our insurance broker assistants can take over the phone or online payments from your clients, saving you time and unnecessary follow-ups.

When you work with us at SPACE, our exceptional insurance broker virtual assistants also manage your calendar, schedule meetings, and ensure you’re always on time for your appointments.

Find the best virtual assistant for your insurance agency with our seamless process

We believe in working smarter at SPACE, not making things more complicated than they need to be. That’s why we take the time to ask the right questions and pair you with the ideal insurance agency virtual assistant.

The first contact

To start, we discuss what you want to accomplish. What are your business goals? We assist you in breaking down your work process, figuring out how to measure progress, and pinpointing tasks that could be delegated to someone else so you can meet your targets.

The search begins

Next, we search for the perfect insurance broker PA to help you achieve your objectives. We look for an insurance broker assistant who is excited, welcomes feedback, is keen on learning, and shares your goals – a person committed to sticking around and growing alongside your insurance broker company.

Coaching and feedback

Then, we kick off our training process. Don’t worry, our onboarding team will make sure your new insurance agent virtual assistant puts together a collection of clear guides and steps they can use for their future reference.

Staying in contact

As you build a working relationship with your competent insurance broker virtual assistant, we keep the communication channels open. You can reach your insurance broker PA through email, video, online tools, or even a direct phone line.

Lighten the load with an insurance broker virtual assistant

So let’s work together. Book a meeting with our team, and let’s help you take back your time.

Book a VA
Discovery Meeting

Discover how a virtual assistant can help manage your workload and create a breathing space for you so you can focus on things that drive your business forward.

On average, our clients increase productivity by 300%

Our clients have experienced growth between 50-250%

150 hours of breathing space gained per month

We work with business owners who need breathing space.

We facilitate a buffer for business owners to remove themselves from their everyday tasks, so they can focus on effectively growing and scaling their business.

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Our Virtual Assistants are highly trainable and can take on tasks such as:

Focus on things that drive your business forward, we’ll take care of the rest

Some of our happy clients

PSK Tax & Accounting

With increased industry red tape and compliance , work was taking longer and productivity was slowing. I needed to quickly stem the flow, keep the business growing and prevent my team from burning out.

On The Message

I thought all my work involved subject matter expertise, but in a single meeting Space showed me just how much of it could be broken down into steps that could be completed by someone without a marketing or copywriting background.

Chameleo IT

Everyone kept telling me I needed more support but I didn’t know where to start or who to bring on board – I needed salespeople, technicians, admin, bookkeepers…as I was doing it all. I had a negative preconception of virtual support staff, I’d heard how ‘outsourcing and offshoring’ had not worked for other IT companies.

Centra Money

After 12 months of having my VA onboard, I have been able to completely remove myself from the administration components of our business while spending much more time in front of my clients.

BNI Adelaide

I was working 70-80 hour weeks but the business was still not growing – I was busy but not necessarily productive. I had no time or energy to focus on growth strategies or hire key executives to expand beyond my current position.

Belle Property

Time is money, and the nitty-gritty admin previously took a lot of time away from higher value tasks. Our VAs from SPACE are an invaluable resource – we genuinely could not do without them.

Some of the industries we service

No matter what industry you are in, you can trust us to provide you with a Virtual Assistant who will seamlessly integrate into your operations and contribute to your success.

Conveyancing & Legal

Delegate your administrative and other unfulfilling jobs with our Virtual Assistants that are committed for the long term and will grow alongside your conveyancing business.

Mortgage Brokers

Work with virtual assistants that give you more time to focus on the things that need your expertise – like saving your clients thousands of dollars with the right home loan.

Real Estate

We can match you with the perfect real estate VA that can help oversee your CRM, manage your calendar, schedule your meetings, and keep you on track so you never miss an appointment.

Financial Advisors

Scale and grow your financial advisory business with Virtual Assistants that can take on tasks and time-consuming jobs that don’t require your financial expertise.

Marketing Agencies & Creatives

Outsource the tasks that take up your significant time and energy but don’t always demand your in-depth marketing expertise to our dedicated Virtual Assistants.

Insurance Brokers

Feel at ease entrusting your administrative responsibilities to a capable insurance broker Virtual Assistant who understands your needs and business requirements.

Ecommerce

Hire an e-commerce Virtual Assistant with experience, skills and competence to handle your customer service, admin tasks, and ultimately ease the burden of running your store.

Professional Services

Let our Virtual Assistants handle your routine chores so you can concentrate on what really matters – using your expertise for the vital jobs only you, as a professional, can do.