I am wondering what independent agents do with their administrative assistance support
Many agents really need a professional – fully trained- full time secretary to answer calls 9-5, book appointments, service clients, (change of beneficiary, change of ownership, etc.)handle premium payment reminders, complete applications with clients, schedule medical exams, follow ups with the BGA/IMO, write letters to clients (birth day cards, etc.), write letters to carriers, order in-force illustrations, assist with accounting and bookkeeping needs, book travel tickets, make credit card payments on time and much more…………
I am talking about a successful producer, who is making 150k – 200k in new TP sales. A full time secretary, who can handle all of the above, would cost you in the area of 50k plus benefits. I don’t believe it is fair to pay a third of your hard earned FYC to a third party.
The renewals? You must save it for retirement.
Do it myself? It takes away precious time that I could spend in front of clients.
Outsource it to a virtual assistant? They will never understand my business.
Hire part time? They will not be available when I need them.
Can anyone tell me how you handle this? And if you or your colleagues have the same problem, let’s share it here, we might have an idea!
Many agents really need a professional – fully trained- full time secretary to answer calls 9-5, book appointments, service clients, (change of beneficiary, change of ownership, etc.)handle premium payment reminders, complete applications with clients, schedule medical exams, follow ups with the BGA/IMO, write letters to clients (birth day cards, etc.), write letters to carriers, order in-force illustrations, assist with accounting and bookkeeping needs, book travel tickets, make credit card payments on time and much more…………
I am talking about a successful producer, who is making 150k – 200k in new TP sales. A full time secretary, who can handle all of the above, would cost you in the area of 50k plus benefits. I don’t believe it is fair to pay a third of your hard earned FYC to a third party.
The renewals? You must save it for retirement.
Do it myself? It takes away precious time that I could spend in front of clients.
Outsource it to a virtual assistant? They will never understand my business.
Hire part time? They will not be available when I need them.
Can anyone tell me how you handle this? And if you or your colleagues have the same problem, let’s share it here, we might have an idea!