Insurance
Our insurance assistants enable producers to maximize their time selling and supporting clients to grow their business. Our teams take on tasks like entering data for quotes, new applications, and claims, managing your CRM/AMS, prospecting, policy changes, and tracking renewal dates to free up more time for business-building work.
Venture Capital
Your life is a series of meetings. Our VC Virtual Assistants expertly manage your calendar, travel, and expenses so you can focus on your partners and portfolio companies. Our team also researches investment opportunities, builds, and formats board packages and startup profiles, and keeps you current with your professional network with expert contact management.
Financial Advisors
If you're like most firms, your advisors spend 16 hours a week on administrative tasks that don't require a license. Many advisories lack the time, expertise, and resources needed to build an administrative layer. They turn to our managed service to give advisors more time to grow their books of business. In addition to calendar, travel, and expense management, our teams are experts at preparing account reviews and client reports, researching stock and fund performance, prospecting for new clients, building lists and email campaigns, and organizing business development events.
Biotech
For high-growth biotech companies, the executive team's admin needs often grow faster than internal admin resources can keep up—straining internal admins and bogging down the c-suite and sales leaders in busywork. Our calendar, travel, and expense expertise extend from freeing busy executives to spending more time on strategic work, scheduling sensitive board meetings, meetings with medical advisors, and researching market trends while safely and securely accessing your systems.
Real Estate
Our real estate assistants know how your agents' days are packed with showings, open houses, meetings with sellers, scheduling inspections, and more. Our scheduling ninjas keep your agents on track and free up their time for sale-driven tasks. We manage your agents’ contacts to keep your businesses top-of-mind with their ecosystem of lenders, title companies, internal teammates, and referrals. We also help you create new listings and process the hundreds of documents required by lenders and title companies.
Management Consultants
Supporting management consultants is an art—scheduling client meetings, internal meetings, and travel requires learning your consultants' priorities and communication styles. And then, the day changes with a phone call or email, and the consultant needs to reschedule everything while on an airplane. Our teams understand your team's needs. We are always ready to schedule and reschedule meetings and trips and support consultants with research for project work. Your consultants can do more billable work and less busy work.
Startups
Startups are built to scale. Fast. So are we. Our managed service model is perfect for startups. We work with you while taking the burden of hiring, training, and managing your admin roles. Our fractional support is built to grow with you, so as your business grows, you won't have to worry about how to handle your increased admin support needs. We will take care of it for you.
Nonprofits
A managed virtual assistant service that aligns with your values. By hiring, training, and supervising our own team of assistants, we ensure you always have the reliable, professional support you need, while our employees get the compensation and growth opportunities they deserve.
Accounting Firms
If you're like most firms, your CPAs spend hours a week on administrative tasks that don't require a license. Many accounting firms lack the time, expertise, and resources needed to build an administrative layer. They turn to our managed service to give accountants more time to grow their client lists. In addition to calendar management, our teams are experts at preparing documents and reports, answering client calls and questions, prospecting for new clients, and updating social media platforms.
