Insurance virtual assistant case study: 1,200+ Target Accounts updated in the first two months

When Graham Company’s President and COO first met with Prialto, Graham was looking for a cost-effective way to provide support while investing for growth at the same time. With their existing and new producers, they found that too much time was being spent on administrative tasks, such as scheduling, prospect research, and CRM updates.

Graham also wanted a secure, scalable, and remote service. While they wanted a way to provide producers with sales and admin support, they didn’t want or need full time support for each producer, nor did they need to have these support people physically in their offices. They wanted to support their producers spending more time building relationships and developing new business. That’s when Prialto was brought in, to provide admin and top-of-funnel sales support.

Graham wanted their producers spending more time building relationships and developing new business without adding full-time support.

Salesforce Clean-Up + Management

Prialto worked with Graham at the start of service to develop Salesforce best practices, so the assistants know what key information to research, including MOD numbers, calculating estimated premiums and ranking the accounts based on specific criteria. Prialto assistants use this knowledge to keep contacts and accounts updated with all critical information. Producers now spend all their time with prospects and clients.

Prospect + Account Research

As Graham expanded into new regions, they found their producers spending too much time with prospect research and not enough time in the market. The PAs took on all aspects of prospect research, including CRM updating and reminders for follow-ups.

Tear Sheets

Researching clients and prospects before meetings was tedious and time consuming for the producers. Together, Prialto and Graham created a tear sheet template that each producer customized to capture the information that matters most to them. Now the assistants provide pre-meeting research on contacts and companies, so the producers go into their meetings with key data points.

Expanding Across the Organization

As Prialto proved successful with the producer teams, the service was tapped to support organizational changes within the Graham Safety Consultant team. The in-house assistant supporting the team was being promoted and Prialto stepped in to help her transition into her new role.

After an appropriate training period, Prialto was providing support for the safety consultants working in the field. Most of their tasks and processes include time tracking, expense management, and document formatting. The field consultants experienced a seamless transition.