OUR SERVICES
According to your needs, we will assign one of our VA specialists from the Agency to work on your project.
P&C quoting
Policy renewal quoting
Appointment setting
CRM management
Regulatory compliance
Administrative support
Policy underwriting support
Data entry and organization
Mortgage calls
Generation of applications
Follow up on discounts
Running reports in systems
Answering phones
Direct call traffic
Monitor emails
Take messages
Follow-up and nurturing
Documentation and compliance
Texas Edge Virtual Assistant Services
What virtual assistant services are the best for you and your business?
At Texas Edge Virtual, we have a group of highly skilled professionals who can help with tasks ranging from P&C Quoting to back-support office work.
After we learn more about your unique needs, we’ll match you with an assistant who is trained in the basics required for your role. If you need a combination of skills, we’ll identify someone with a strong foundational understanding in those areas or build a support structure that ensures you receive exactly what you need.
What Our Customers Are Saying
Steve
P&C agent in Texas
"Working with Texas Edge VA has significantly increased my business
outcomes. With their highly trained staff, I was able to begin using my VA
immediately so I could focus on income producing activities. Compared to this
point last year, I've increased premiums sold by 178%. The VA I work with is
available during my U.S. working hours and is in constant contact with me
throughout the day. I am very grateful to have found Texas Edge VA and will
continue to work with them as I grow my business further."