ELEVATE VA LLC will help your agency grow and achieve more sales through our skilled and professional Virtual Assistants. With right knowledge, attention to details skills and solid understanding of insurance products and services, we hold ourselves responsible in providing quality quotes for your potential clients.
Verify information of insured, drivers, vehicles, and property
Collect information of property details
Order and read insurance history and, interpret CLUE reports
Tailoring insurance quotes to match clients' preferences
Analyze what is best to offer
Staying updated with changes in insurance to provide up-to-date information
Quote auto, home, renters, condo, dwelling fire, personal liability insurance accurately
And many more!
For example: Your licensed producer either fills out a quote sheet or updates your rater. Your licensed producer will assign this task to the VA/quoter. The VA/quoter will proceed with processing the quote and then return it to your licensed producer once completed. Your licensed producer will double check the quote and make any necessary changes before presenting to the prospect. This frees up your licensed producer to focus on revenue generating activities rather than spend 2-3 hours quoting.
ELEVATE VA LLC will help your agency grow and achieve more sales through our skilled and professional Virtual Assistants. With right knowledge, attention to details skills and solid understanding of insurance products and services, we hold ourselves responsible in providing quality quotes for your potential clients.
Verify information of insured, drivers, vehicles, and property
Collect information of property details
Order and read insurance history and, interpret CLUE reports
Tailoring insurance quotes to match clients' preferences
Analyze what is best to offer
Staying updated with changes in insurance to provide up-to-date information
Quote auto, home, renters, condo, dwelling fire, personal liability insurance accurately
And many more!
For example: Your licensed producer either fills out a quote sheet or updates your rater. Your licensed producer will assign this task to the VA/quoter. The VA/quoter will proceed with processing the quote and then return it to your licensed producer once completed. Your licensed producer will double check the quote and make any necessary changes before presenting to the prospect. This frees up your licensed producer to focus on revenue generating activities rather than spend 2-3 hours quoting.
CONTACTS
Toll Free Number: 888-505-5715
Fax Number: 817-888-8748
service@elevateagencyva.com
info@elevateagencyva.com
ADDRESS
9500 Ray White Rd Ste 200, Fort Worth, TX 76244
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