Insurance executives are inundated by tedious administrative work—entering data for quotes, applications and claims, managing your CRM/AMS, prospecting, tracking renewals, significantly reducing the amount of time they can spend on value-driving activities.
Our service is fully customized to meet your team's needs, no matter how many executives we're supporting. Over the years, we have carefully refined the following core processes that most of the insurance executives we work with utilize.
Save time on your campaigns. Simply create your content, and we'll format it, send it out, and help manage any follow-ups
A virtual administrative insurance assistant will keep all your contacts organized in a single CRM/AMS system, so you never struggle to find someone's information
Eliminate email ping pong, and secure the hard-to-get meetings with polite but persistence, as well as reminders for payments and renewals
Leave the data entry for quotes, applications, claims, and policy updates to us. Our virtual assistants can fill in routine information and set documents up in any tool you use
Your assistant can prospect for new clients, build lists, launch email campaigns, and follow up on sales leads while you spend time with clients and prospects
Your virtual assistant can send certificates of insurance, payment notifications, insurance ID cards, and product updates to clients
We will help you leverage your tech stack. We train assistants in productivity technology including calendar and email management, CRM/AMS management, travel and expense management, light bookkeeping. If we do not know it we will learn it. Our promise is that you do not have to change how you work.
Here at Prialto we’ve used our decades of collective business experience to develop a collection of best practices that drive all of our interactions. Here are just a few of the ways we’ll ensure you get exceptional service.
A key to being a top producer is knowing your target markets inside and out. The challenge is that doing the research yourself takes time away from your serving your clients, reaching out to warm leads, and other strategic activities. Your insurance virtual assistant will carefully curate the latest research to keep you well-informed and support your business development. Information we gather for our current clients includes:
If you are like most insurance executives, you have contacts stored in a variety of places, including your inbox, email management tool, CRM/AMS, spreadsheets, etc. This makes keeping track of people, curating lists to send targeted newsletters to, and engaging in other outreach activities difficult.
When you start working with Prialto, your virtual assistant can consolidate all your contacts as you see fit. After that, they will ensure all your contact management systems are consistent and up to date.
When you are moving around your markets, meeting clients, and carrying out other responsibilities, just reach out to your virtual assistant using the communication channels you prefer.
Your assistant will adopt the messaging tools you use and respond to all requests within the hour, so you have easy access to support while on the go. Whenever they are not immediately available, your backup assistant or someone else from their team will respond and ensure you get the support you need.
Historically, Woodruff Sawyer assumed employees would complete their many administrative tasks themselves, such as scheduling, expense reports, CRM updates, research, and their own travel arrangements.
When CEO Andy Barrengos joined the company in 2016, he set in motion a series of important shifts across the organization, emphasizing growth. Among the implications, that meant boosting efficiency and productivity by providing support to the company’s producers and executives.
Producers wanted to spend more time with clients and prospects, and less time on process-oriented administrative tasks – but they didn’t want or need full-time support or in-house staff.
That's when they turned to Prialto assistants for help.