“These are VAs you can plug in from day one to handle customer service, lead follow-up, scheduling support, and a ton more.”
BB
Brian Burton
Owned and Operated ·
Profiles in Risk · Brian Graff, CEO & Founder at Vibe Insurance - PIR Ep. 873
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Hire virtual assistants (VA) to handle non-licensed administrative work so agents can focus on sales and matchmaking
“These are VAs you can plug in from day one to handle customer service, lead follow-up, scheduling support, and a ton more.”
“Can bring in another person, like a virtual assistant… so that the thing we built becomes the machine”
“I would take and have a virtual assistant use Mindy to pull down the statements of work and send it to partners for things that I was interested in and my pipeline.”
“We just pair three members together virtually. Uh, we get them to fill out an intake form in advance so we understand what their focus is.”
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