How We Use Virtual Assistants in Our Agency

How We Use Virtual Assistants in Our Agency

Written by Glen Shelton

Glen Shelton launched Lead Heroes in 2015 after noticing a lack of quality and service among telemarketed lead providers in the insurance industry. As president of Lead Heroes, Glen actively manages a call center with real people generating quality insurance leads. With processes designed to improve efficiency and lower costs, Glen helps maximize ROI for agents selling Final Expense life insurance and Medicare Supplements to seniors.

July 25, 2024

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We’re thrilled to share some invaluable insights with you today. This post is all about how we use virtual assistants (VAs) in our agency to streamline operations, reduce costs, and enhance overall productivity. This article is about the webinar and contains some of the most detailed information we’ve ever shared on the topic, and we’re excited to dive into it.

What is a Virtual Assistant?

A virtual assistant is a remote worker who assists businesses or individuals with various tasks. They can be based anywhere in the world, including the United States. Virtual assistants help businesses by performing tasks that can be done remotely, such as administrative work, customer service, and more.
Virtual assistants are an excellent solution for businesses that don’t have a physical office or are struggling to find local hires. By tapping into a global talent pool, businesses can find the right person for the job, regardless of location.

Why Hire a Virtual Assistant?

1. Cost-Effective
Hiring virtual assistants is often more cost-effective than hiring local employees. It reduces overhead costs, as there’s no need for physical office space or full-time salaries. This makes it a great option for businesses looking to minimize expenses while maintaining high-quality work.

2. Scalability
Virtual staffing allows businesses to scale more efficiently. Our agency, for example, typically has fewer than 10 U.S.-based employees, but we employ over 200 virtual staff members. This setup allows us to grow our team as needed without the constraints of local hiring.

3. Time Management
Using virtual assistants frees up time for business owners and core team members to focus on high-priority tasks. In 2018, I was overwhelmed with running every aspect of the business. It became clear that doing everything myself was unsustainable and hindered growth. With VAs handling routine operations, we can focus on strategic planning and business development.

Multi-tasking Virtual Assistant

Tasks Handled by Our Virtual Assistants

1. Data Entry and Reporting
Virtual assistants manage data entry and reporting tasks, such as updating CRM systems and tracking commissions. This ensures that our data is accurate and up-to-date, allowing us to make informed decisions.

2. Customer Service
Our VAs assist with customer service tasks, including answering phones, ordering ID cards, and scheduling appointments. They also handle more complex tasks with the right training and resources, demonstrating that virtual assistants can provide high-quality customer support.

3. Social Media Management
Virtual assistants manage our social media accounts, including LinkedIn, Facebook, and more. They respond to messages, schedule posts, and engage with our audience, ensuring our online presence is active and engaging.

4. Email and Calendar Management
Managing an avalanche of emails can be overwhelming. Our VAs monitor our inboxes, respond to messages, and ensure important emails are addressed promptly. They also handle calendar management, scheduling appointments and managing changes, allowing us to focus on more critical tasks.

5. Contracting and Administrative Support
Our virtual assistants are involved in the contracting process, helping to send out contracts and manage documentation. This support streamlines our administrative processes and ensures everything runs smoothly.

The Benefits of Using Virtual Assistants

One of the significant benefits of using virtual assistants is the ability to offload routine tasks and focus on what matters most—growing the business. Whether it’s lead generation, customer service, or administrative support, VAs can handle a wide range of tasks, freeing up valuable time for business owners and managers.

Moreover, virtual assistants can provide excellent service, often on par with local hires. With the right training and support, they can perform tasks efficiently and effectively, contributing to the overall success of the business.

The Game-Changer Your Agency Needs

The integration of virtual assistants into our agency has been a transformative experience, enabling us to streamline operations, improve customer service, and scale efficiently. The insights we’ve shared here are just the tip of the iceberg. There’s so much more to explore and learn about maximizing the potential of virtual assistants in your business.

Are you interested in learning more about how virtual assistants can revolutionize your agency? Don’t miss out on the complete webinar! Discover detailed strategies, best practices, and actionable tips to make the most of your virtual assistant team.

Click the link bellow to gain access to the full webinar. Unlock the secrets to freeing up your time and scaling your business to new heights with the power of virtual assistants. Don’t wait—take the first step towards transforming your agency today!

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