CSR Service Center

We help make all your relationships count.

Schedule a call to discuss your insurance agency’s needs
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We’ve Put the VIP into Client Servicing

At Virtual Insurance Pro (VIP), our goal is to help independent insurance agents provide value to their clients. This means offering responsive, exceptional, and effective service every time customers contact you, which has become increasingly more challenging today as digital technology has empowered consumers to expect and demand immediate attention.

Is your staff trying to achieve agency growth goals and unable to consistently meet client expectations? If their focus is on taking care of daily transactions, countless sales opportunities are missed. Enter VIP, your remote staff.

Make Sales, Retention, and Growth Your Staff’s Priority

VIP frees your staff to focus on revenue-producing interactions while we take care of day-to-day customer service inquiries, requests, and transactions. Our VIP Client Care Team Members (V-CSR) are licensed insurance professionals we employ. Each V-CSR is also tech-savvy and customer-focused. We train our V-CSR on multiple agency management systems and provide additional training as systems are updated.

You get dedicated team members working seamlessly for your agency.

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What We Do Best

VIP delivers customer-centric service on behalf of our insurance agency clients. We serve as an extension of your staff and are a true partner with your agency. Some of the services we provide include the following:

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Policy Change Requests
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Payment Change Requests
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Billing Questions and/or Payment Acceptance – Direct Bill
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Certificates of Insurance
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Personal Lines Policies & Coverage Confirmation
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Client Follow-Up on Open Items
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Initial Claims Reporting
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Cancellation Requests & Confirmation
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Nonpayment Follow-Up
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Renewal Support

Our Other Services

We also provide other key services that could help your agency grow faster and boost your bottom line.

 

Schedule a call to discuss your insurance agency’s needs

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
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