Next-Level
Client Servicing
Licensed. Trained. USA based. Ready-to-Go Talent.
Schedule a call to discuss your insurance agency’s needs
We Serve As an Extension of Your Insurance Agency
Manage your workforce easier with our U.S.-based pool of resources. Virtual Insurance Pro (VIP) provides independent insurance agencies with direct services that include client servicing and back-office operations. Our VIP Client Care Team Members, V-CSRs, are licensed insurance professionals with more than 200 years of combined experience in the industry. We hire and train each member to become a seamless part of your service team and an extension of your in-house personal and commercial lines departments.
Our V-CSRs love what they do – and even better,
you’ll love what they will do for your agency.
What We Do Best
By utilizing our V-CSR services, you can realign your internal workflow so your agency staff goes from focusing on non-revenue interactions
and tasks to zooming in on agency growth. Our services include the following:
Your dedicated V-CSRs provide phone and email support to answer coverage questions; issue binders, evidences of coverage, and certificates of insurance; assist with claims; upload change endorsement requests; handle your insureds’ billing questions and help with client payments; and much more. We will also handle carrier inquiries and make your back office our front office handling your policy delivery and renewals, endorsement delivery, policy checks, and much more.
We will also handle carrier inquiries and make your back office our front office handling your policy delivery and renewals, endorsement delivery, policy checks, and much more. VIP is also your tag team for cross-selling and rounding out accounts. Our ViCSRs identify cross-selling opportunities and gather the necessary details to help your producers and account executives make the sale.
Take a look at what our clients have to say
We Know Insurance and Agency Management Systems
As licensed and experienced insurance professionals, our service
team understands what policy service transactions take place and are trained
on the leading agency management systems utilized in the industry. We are ready to go when you are. You can also be assured that your assigned V-CSRs will stay current with advancements in your agency management system and insurance programs – just as if they were in your office.
With VIP, there’s no downtime in hiring and getting inexperienced individuals in the industry up to speed. You don’t have to purchase additional tech and office equipment to accommodate new staff.
You’ll also never have to worry about staffing disruptions when people go on vacation, take parental leave, retire, or move on to another job.
Focus on Your Next Opportunity
Today’s tight labor market and the high cost of recruiting and retaining talent, combined with the need to meet and exceed customer expectations, make it difficult for account managers and executives to focus on business expansion, client account development, new industry segments, and new marketing solutions. VIP gives you the talent and time your agency requires to compete on a level playing field and grow your agency.
Schedule a Call with Us
