Administration:
- Update your database
- Organise your online files
- Call your clients for appointments
- Diary management
- Email management
- Make adjustments to policies
- Send out client renewal letters
- Underwriting follow-up
- Reminder services
- Quoting – Both risk and Fire & General
- Answer incoming phone calls
- Update process manuals – create video process manuals
- Compliance documents
- Take meeting minutes
Design and Marketing:
- Social media marketing
- Printed advertising material
- Basic video advertising
- Basic website design
Advertising consists of:
- Showing personal interest in your potential client
- Offering something valuable
- Pinpointing how and when you pitch your services
- Following up quickly
If you don’t have time for the above tasks, delegate it to a virtual assistant. Focus your time on helping your client. Offload the work you don’t need to do.
Wondering whether it’s worth having a virtual assistant? – Try this:
- Write down a list of your daily tasks
- Evaluate what jobs can be done by someone else
- Write down how much time you spend on each of these tasks
If this adds up to just one hour or more per day, you should look at getting some assistance.
Call us now on 022-015-8800
Or email us at ellice@yourpa.co.nz
Your Personal Assistant 