Virtual Assistance

Reclaim team capacity with Going Virtual Assistants (SIVA) who handle back-office tasks like managing policy documents, processing claims, and conducting research, allowing you to focus on growing your business.

• Your Going Virtual Assistant (SIVA), trained through a comprehensive program, is ready to handle day-to-day tasks across various functions, ensuring reliable support for your needs.

Application

1. Prepare ACORD forms

2. Enter account details in management system

Quoting

1. Quote with direct carrier (PL/CL through carrier portal or comparative rater)

2. Submit accounts to agencies for quotes

3. Giving Insured a coverage comparison with various carriers before they bind their policy.

4. Send quote proposals to insureds

Binding

1. Assemble binding documents

2. Bind quotes with direct carriers

3. Submit bind requests to agencies

Policy Issuance

1. Send policies to insureds

2. File policy info in management system and attach documents

3. Create, update and issue COIs (Certificates of Insurance) including Thank you letter

Servicing

1. Audits

2. Endorsements

3. Cancellations

4. Reinstatements

5. Invoices

6. Payments

Other Insurance Process Support

1. Commission reconciliations, renewal monitoring, etc

2. Inbound and outbound phone calls (insureds, banks, carriers, etc.)

3. Appointment scheduling for producers

4. Process evidence of insurance