Wright Insurance was losing opportunities to slow follow-up on COI requests, renewals, and new intakes. A Dedicated VA team trained on their agency management system took over quote follow-ups, renewal touchpoints, and lead intake inside their CRM.
Our retention jumped and we're writing more new policies than ever. Level 9's team are now part of our team.
+62%
Quotes sent monthly
96%
Policy retention
32hrs
Hours saved per week
Based on the client story published on our Testimonials page, including the results shown there.
The challenge
The team was overwhelmed with COI requests, renewal outreach, and new intakes, so leads were slipping through the cracks and opportunities were getting missed.
The solution
Level 9 Virtual integrated a Dedicated VA team trained on their agency management system to handle quote follow-ups, renewal touchpoints, and new-lead intake within minutes, fully integrated with their CRM.
The pattern here applies well beyond insurance. Any business where response time decides the outcome benefits from a trained person whose only job is to work the queue the moment it fills.
Services used
- Dedicated Virtual Assistants trained on the agency management system
- CRM integrated follow-up and intake
Related resources
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