How we boost productivity for Insurance Executives
Your Problem:
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 Solution:
Prialto's professional executive admin support ensures your team's tasks are done proactively, strategically, and with care. We know how hectic days are packed with busy work that distracts your executive and sales teams from growing the business.
Your assistants will make sure you are on top of client communications, following up with leads, tracking quotes, applications, and change requests
Your virtual insurance assistants will help manage your team's contacts to keep your sales funnel full and your customer satisfaction high
Your assistants can prepare sales sheets, customize templates, schedule and prepare notes for sales calls, and follow up on action items
A Few of the Tools We Use
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.
Provide Robust Research for Business Development
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 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:
- Prospecting by your sales criteria for industry, company, location, job title, income, and more
- Proactively communicating rate and policy changes
- Update client milestones (birthdays, anniversaries, family changes)
Keep Contacts Organized and Up-to-Date
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.
Adopt Your Communication Preferences
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.
Prialto Streamlines Processes and Increases Efficiencies
Graham is a top independent insurance brokerage and consulting firm, founded over 60 years ago. Graham turned to Prialto to offload admin tasks from their producers.
Prialto Maximizes Executive Productivity
Woodruff Sawyer is one of the largest insurance brokerages in the U.S., serving more than 4,000 companies from 15 offices across the country.