Let a Vortex Virtual Admin Boost Your Business Goals
From client retention to policy processing and more. We enable insurance agents to achieve their business goals and thrive with dedicated Admin VAs.
Let a Vortex Virtual Admin Boost Your Business Goals
From client retention to policy processing and more. We enable insurance agents to achieve their business goals and thrive with dedicated Admin VAs.
Administrative
Overload Can Hinder
Your Business Goals
And Growth
Client
Communication Management
Daily challenges in managing client communications and policy processing often lead to missed opportunities and follow-ups.
Internal Stress And
Frustration
Inefficiencies cause stress and frustration. Unmet growth goals lead to burnout and disrupt work-life balance.
Our Simple, Easy Process
Client Retention
We handle client
communications for your agency, including emails, calls, and follow-ups, ensuring no opportunity is missed.
Policy Processing
We take care of policy processing and document management for life insurance agencies, ensuring accuracy and compliance with industry standards.
Scheduling
And Calendar Management
We organize your schedule and set appointments for your agency, allowing you to focus on the most important activities for your business.
Workflow
Optimization
We handle client communications for your agency, including emails, calls, and follow-ups, ensuring no opportunity is missed.
Chargeback
Management
We manage chargebacks efficiently for life insurance agencies, handling disputes and ensuring accurate records to minimize financial loss and maintain client satisfaction.
Virtual Assistant Plans & Pricing
Dedicated
Support
Each assistant is dedicated to understanding your agency's needs and providing personalized administrative support.
Professionalism and Accuracy
Our VAs are committed, accountable, and dedicated to achieving your life insurance business goals.
Friendly Rates
Starting at $11/hour, experience top-notch service without breaking the bank.
Why Does Your Insurance Agency
Need an Admin VA?
Focus On Core Activities
Our Admin Virtual Assistants manage administrative tasks such as client communications, policy processing, and scheduling, freeing you to prioritize client acquisition and retention efforts.
Increased Efficiency
By outsourcing administrative duties to our skilled assistants, you can streamline workflows, reduce errors, and improve operational efficiency. This ensures smoother processes and quicker turnaround times for client needs.
Scalability and Growth
With our Admin Virtual Assistant services, you can scale your operations more effectively. Whether you're looking to expand your lead base or enhance service delivery, our assistants support your growth goals by freeing up your time and energy.
Trusted by Awesome Agents in the Industry
"I used to spend hours buried in smalls and data entry. Since partnering with Vortex Virtual, my VA has taken that off my plate, and now I oan focus on scaling my business. It's like having a business partner who handles all the nitty-gritty so I can concentrate on the big picture!"
"All Aria Life's top producers work with Vortex Virtual and we couldn't be happier with the results. The management is incredible, the communication is top-notch, the dialers are some of the best in the industry, and their training is second to none. They changed my business and helped us scale. 1100% recommend them!"
"Hiring a VA through Vortex Virtual was the best decision I made this Year. My VA not only keeps my calendar and projects organized but also anticipates my needs before I even realize I have them. It's like having a personal assistant who just 'gets It'—my productivity has skyrocketed!"
Find out if you are ready to
get a Virtual Assistant
Find out if you are ready to get a Virtual Assistant
Building a team is an important step in growing your
business. Not sure if you need a Virtual Assistant?
Find our in a free 15 minute discovery call.
Building a team is an important step in growing your business. Not sure if you need a Virtual Assistant?
Find our in a free 15 minute discovery call.
What will we cover in this call?
Insights into our services:
We'll walk you through the range of services Vortex Virtual offers, including administrative support, lead generation, customer service, and more, tailored to meet your business needs.
VA Training Process:
Discover how we train our virtual assistants to seamlessly integrate with your workflows, ensuring they are equipped to handle your specific requirements.
Detailed Plans & Pricing:
We'll provide a breakdown of our flexible plans, including part-time and full-time options, along with transparent pricing that fits businesses of all sizes.
Assessing Your Readiness for a VA:
We'll evaluate your current business operations to help determine how a virtual assistant can maximize your productivity and efficiency.
Q&A Session:
This is your chance to ask any questions about our services, processes, or anything else you’d like to know to ensure a perfect fit for your business.
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Frequently Asked Questions
We provide highly trained virtual assistants for tasks like appointment scheduling, administrative support, customer service, lead generation, and more.
Yes! Our services are scalable and affordable, helping businesses of all sizes grow without the costs of an in-house team.
Absolutely! In addition to standard tasks like scheduling and follow-ups, we train your VA to handle customized tasks tailored to your business needs.
Our assistants are fully trained and ready to work in as little as 2 weeks.
Our assistants are up to 70% more cost-effective, work remotely (no office costs), are pre-trained and come with included management, ensuring high performance without the hassle.
Yes! Our VAs are experienced in platforms like Salesforce, HubSpot, AgencyBloc, and more.
Yes! We offer flexible plans.
Many of our clients double their productivity and see a significant increase in sales and efficiency within the first month.
Yes! We align your VA’s schedule with your business hours for seamless communication.
No! A Success Manager manages your VA hours, tracks performance and provides regular reports.
No problem! Your Success Manager can reassign assistants or refine workflows as needed.
AI automates tasks, but it lacks human connection, flexibility, and accountability. Our VAs bring a personal touch, building client trust while ensuring no detail gets overlooked. We use AI alongside real human support for the perfect balance of efficiency and connection.
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