Top 8 Tasks Our Remote Employees Can Handle For Your Agency

Producers are indeed the heartbeat of every insurance agency! They foster and maintain profitable client relationships, enhancing the longevity of your Return on Investment (ROI). To keep this heartbeat solid and steady, ensuring your producers aren’t overwhelmed by back-end tasks is crucial. Suppose your producers are swamped with duties such as quoting, issuing Certificates of Insurance (COIs), following up on claims, or handling excessive phone calls. In that case, their primary roles may suffer, impacting your business adversely.

In the face of this challenge, hiring additional back-office support can significantly alleviate your producers’ workload, enabling them to focus on clients. We know that local hiring can be a daunting and expensive process, and while fresh graduates may be low-cost employees, they often require extensive training and may not guarantee long-term commitment. If your agency finds itself in this predicament, partnering with Edge is your solution. Edge provides fully trained remote employees to efficiently handle your agency’s back-end tasks.

Key Tasks that Edge’s Remote Employees Can Manage for You

Making a Great First Impression: Answering Phone Calls

The first phone call with a client can set the tone for your relationship. It’s a task that demands professionalism and care. Our remote employees undergo extensive mock-call training and soft-skills development to ensure your clients feel valued from the get-go. These employees are well-versed in the insurance industry and trained to adapt to varying client emotions, adding a human touch to customer service. With them on board, you can reduce your agency’s missed calls from 20% to 0%, turning every potential missed opportunity into a new business venture.

Streamlining Your Workflow: Insurance Quoting

Your producers should not be bogged down by insurance quotes. It disrupts your agency’s workflow and ultimately affects your business. If constant quoting is a concern, Edge is here to help! Our remote employees are proficient in quoting and can reduce your quoting time from 24 hours to just 15 minutes.

Ensuring Accuracy: Preparing Certificates

Incorrect or delayed COIs can be troublesome and costly. For an insurance agency to thrive, it must excel in preparing COIs — fast and error-free. Our remote employees are well-trained in preparing COIs, thanks to extensive training and a robust support system at Edge that familiarizes them with complex agency processes. With their assistance, you can save up to $350 per year per client (considering a client requiring 50 COIs annually).

Attention to Detail: Following Up on Claims

Insurance companies receive numerous claims every day, each requiring investigation and follow-ups. You’re overloading your current staff if you don’t have a dedicated person for this task. Our remote employees are trained to follow up on claims efficiently and accurately, easing the burden off your producers.

Precision at Its Best: Data Entry

From completing ACORD forms to preparing quotes and certificates, handling data is critical in an insurance agency. Incorrect data entry can lead to problems and potentially cost your agency thousands of dollars. Fortunately, our remote employees receive thorough data entry training. They learn about the different types of data entry used in the insurance business and how to gather and process data effectively.

Organizing Your Workspace: System Cleanup

Our remote employees are trained to conduct system cleanups, helping eliminate unnecessary data. They can organize your work files and documents, creating more storage space and enhancing system performance.

Ensuring Compliance: Policy Audits

The remote employees can carry out policy audits for your agency, a task they are trained explicitly for at Edge. Policy audits are crucial for evaluating the efficacy of management in any agency and require meticulous attention.

Amplifying Your Reach: Marketing

Instead of hiring a separate social media manager, our remote employees can handle your agency’s marketing needs. They can manage your social media accounts, send marketing emails, and help you devise advertising campaigns, making them a versatile addition to your team.

Ready to Unleash Your Agency’s Potential with Edge?

Book a free strategy session with us today, and let us show you how Edge can propel your agency to greater heights!