If it can be done over the phone and internet then we will do it!
We provide our customers with a First Class Personal Assistant service. Weather it’s making your vacation travel plans to ordering your groceries. Or confirming your appointments over the phone with your clients. When we say “If it can be done over the phone or internet” we mean it.*
Never miss an appointment again. Your Personal Assistant will send text message or email reminders to you and your clients so you can focus on the important matters of selling.
How many hours are consumed composing, spell checking and organizing emails? That is time that could be used selling. We take care of all the heavy lifting by creating emails, setting up drip campaigns and much more.
You know that feeling you get when you realize you forgot an important meeting or phone call. Although we can’t be at the appointment for you, we can help make sure you are by sending daily reminders for just about anything. Now you will never forget when that important policy is coming due!
Customer Care Services
A personal touch is always the best tool in showing your clients you care. Most of us don’t have time for little things like birthday cards or sympathy cards. Well, we have you covered! And the cards will even be in your own handwriting and your signature.
How nice would it be to come into the office every morning with everything organized! With Personal Assistant it can be. We take care of the tedious tasks of importing prospects in the CRM, handle information requests and even keep track of policy information so you have it when and where you need it.
*We are not a telemarking company and we do not do cold calls for sales people or anyone else.
If this was everything, Personal Assistant would be well worth the cost. BUT THIS IS JUST THE BEGINNING!
Manage deadlines – Your Personal Assistant can help you keep track of what you need to do, such as getting back to a prospect, making sure applications are submitted to the carrier, following up with an underwriter, or any other item you need to follow up on.
Enter date and time stamped notes for each appointment.
Enter in upcoming appointments and schedule an Email or text message reminder to go to you and your client.
Email follow up messages after appointments.
Save a permanent record of every appointment.
Send you an email each morning with a list of your calls and appointments for the day.
Send you an email each month with a list of clients who have a policy coming due.
Send a Contract Renewal Email to every client one month before the renewal date and set an Email or text message reminder for you to call them.
Send Email Campaigns to all your contacts for you on any schedule you want.
Schedule annual renewal appointment with your clients
Customer Care Services
Send a Birthday Ecard to all your Clients and Prospects on their birthday.
Send a mail out birthday, sympathy or get well greeting cards in your handwriting and signature to your clients. (Requires an additional charge for the card and postage.)
Create all your emails for you
Set up Drip Email Campaigns
Save a permanent record of every incoming and outgoing Email for every client and prospect.
Read your emails and only send you the ones that are important.
Handle all correspondence – Once you are comfortable with your Personal Assistant He/She is the first line of defense in managing your email. How many times have you said you are buried in email? They make sure the important messages get to you and others do not.
Import all your clients and prospects into the system for you.
Handle information requests that come from your clients.
Keep track of all your policy information for each client.
Keep track of all your commissions listed by Company, Plan Name and Client.
Create and manage newsletters
Contact management assistance
Quote management assistance
Presentation creation in PowerPoint
Run your BusinessETouch CRM
Follow up on pending requirements
Make travel arrangements
Make decisions – As you begin to trust the capabilities of your Personal Assistant, he/she can make decisions on the tasks they handle. You identify the situations you want to be consulted on, but otherwise your Personal Assistant can keep you out of the mundane by making prudent decisions on the issues you really don’t need to be involved in.
We can even order your groceries or take out and have it delivered to your home or office.