Services
CLICKVISIONBPO is here to provide insurance virtual assistants services for your insurance agency, ensuring a smooth operational workflow. Here’s what we can assist with.
General Administrative Support
General Data Entry
Our insurance virtual assistants handle all general data entry tasks with precision, ensuring your agency’s information is consistently accurate and up-to-date. This allows your team to focus on client engagement while we manage the details behind the scenes as your trusted virtual assistant for insurance agency.
Certificates Management
Managing certificates can be time-consuming, but our insurance agency virtual assistant services ensure timely and accurate issuance. We help your agency stay compliant while you focus on growing your book of business through our dedicated virtual insurance assistant solutions.
New Producer Book Conversion
When onboarding new producers, our virtual assistant insurance team efficiently handles the new producer book conversion by transferring and integrating their book of business into your agency’s system. This ensures a smooth transition and reduces administrative burdens, enhancing your overall operations.
Applications Processing
Our virtual assistants for insurance agents efficiently manage applications processing, ensuring all client information is entered, reviewed, and submitted correctly. By streamlining this process, we reduce delays and errors, helping your agency respond quickly to client needs.
New Business Data Entry
We manage new business data entry, ensuring all new client and policy information is accurately entered into your system. This minimizes errors in policy issuance, saving your agency time and improving client satisfaction through effective insurance virtual assistant support.
Quoting and Proposals
Our team supports your agency by managing quoting and proposals for new clients. We provide fast, accurate quotes based on your underwriting guidelines, ensuring your agents have everything they need to win new business while leveraging our insurance agency virtual assistant capabilities.
Claims Services
Claim Tracking
Our insurance virtual assistants provide precise claim tracking, ensuring every claim is monitored from submission to resolution. By delivering timely updates, our virtual assistant for insurance agency services help your agency maintain strong client communication and reduce delays.
Premium Loss Summaries
As part of our property and casualty services, our insurance agency virtual assistant team generates detailed premium loss summaries that give your agency a clear picture of client claim histories and loss ratios. This service allows for more accurate underwriting and informed renewal decisions through effective virtual insurance assistant practices.
Claim Inputting
We handle all claim inputting tasks, entering essential details into your system quickly and accurately. This aspect of our virtual assistant insurance services ensures that claims are processed efficiently, minimizing administrative backlogs for your agency.
FNOL Processing
Our First Notice of Loss (FNOL) processing ensures that the initial details of a claim are accurately captured and submitted immediately. As part of our property and casualty outsourcing strategy, our virtual assistants for insurance agents expedite the claims process, improving your agency’s client service.
Claims Documentation and Validation
With our insurance virtual assistants solutions, we manage claims documentation and validation, ensuring that all required documents are gathered, reviewed, and validated. This service helps your agency minimize errors and ensures smooth claim processing.
Loss Runs Report
We handle the preparation and review of loss runs reports, providing comprehensive insights into past claims. This vital part of our insurance agency virtual assistant support helps agencies make informed decisions during underwriting and renewals.
Policy Administration Services
Endorsement Checking
Our insurance virtual assistants provide thorough endorsement checking to ensure all changes to policies are accurate and compliant. We review each endorsement meticulously, saving your agency time and reducing the risk of costly errors.
Policy Delivery
Efficient and timely policy delivery is a crucial part of our property and casualty outsourcing services. Our virtual assistant for insurance agency team ensures that all finalized policies are delivered to clients promptly, helping your agency maintain strong customer relationships and service levels.
Cancellation Warning Notices
We manage the creation and timely distribution of cancellation warning notices, helping your agency stay ahead of potential policy lapses. This proactive approach, part of our insurance agency virtual assistant services, keeps clients informed and reduces cancellations.
Insurance Policy Checking
We provide comprehensive insurance policy checking as part of our virtual insurance assistant support. Our team ensures that every policy document is correct and in line with underwriting guidelines, minimizing the risk of discrepancies or compliance issues.
Renewal Processing
Our virtual assistant insurance solutions handle all aspects of renewal processing, from generating renewal notices to ensuring accurate policy updates. This service helps agencies maintain retention rates and reduces the workload on internal teams.
Policy Changes and Endorsements
We take care of all policy changes and endorsements, ensuring that every update is processed accurately and efficiently. This service, included in our virtual assistants for insurance agents support, allows your agency to focus on client growth while we handle administrative updates.
Get In Touch With Us
Outsourcing Process With New Clients
01
Initial Consultation
We begin by understanding your agency’s unique challenges and goals. During this consultation, we assess which of our insurance virtual assistant services will best fit your operational needs, ensuring we can deliver solutions that align with your business objectives.
02
Tailored Plan Development
After our assessment, we create a tailored outsourcing plan that includes the specific services your agency requires, such as certificate issuance, policy checking, or claims processing. This customized approach ensures that every aspect of our support as your insurance agency virtual assistant is designed to meet your goals.
03
Service Integration
Next, we integrate our team and processes with your agency’s existing systems. Our virtual assistant for insurance agency support is designed to seamlessly fit into your workflows, minimizing disruption and allowing for a smooth transition.
04
Training and Onboarding
To ensure the highest levels of efficiency, we closely collaborate with your agency on specific systems, procedures, and requirements. This step guarantees that all tasks, from quoting and proposals to policy renewal notices, are handled with precision and in line with your agency’s standards, facilitated by our virtual insurance assistant.
05
Implementation
Once onboarding is complete, we begin providing our services. Whether it’s managing your property and casualty outsourcing processes like policy renewals or processing loss runs, our team of virtual assistants for insurance agents takes full responsibility for the tasks assigned, ensuring you can focus on core business activities.
06
Ongoing Support and Optimization
We monitor the performance of our virtual assistant insurance services and make adjustments as needed. We schedule standard weekly or bi-weekly meetings to touch base and ensure both sides are on the same page. As your agency grows or your needs change, we collaborate to ensure ongoing efficiency and success.
Get in touch today
Offices
Address 1: Munkhättegatan 32, Malmö, Sweden
Address 2: 11ta Makedonska Divizija 15, Bitola, North Macedonia
Contacts
Phone: +1 (262) 262-7269
Email: bpo@click-vision.com
Co-Founder
Dimitar Talevski
Dimitar is a seasoned marketing specialist and the visionary behind CLICKVISION. With over 10 years in digital marketing, he excels in crafting marketing strategies that boost rankings, which in return increase leads, conversions, sales, profits, and ROI.
Co-Founder
Filip Dimitrijevski
With a strong background in the marketing industry and healthcare leadership roles, Filip is responsible for CLICKVISIONBPO’s sales strategies and onboarding new clients. With a passion for sharing insights gained from his experience, he also shares valuable knowledge through industry related articles.
