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Our team was overwhelmed with COI requests, renewal outreach, and new intakes, so leads were slipping through the cracks and opportunities were getting missed.
Integrated a Dedicated VA team trained on our agency management system to handle quote follow-ups, renewal touchpoints, and new-lead intake within minutes, fully integrated with our CRM.
"Our retention jumped and we're writing more new policies than ever. Level 9's team are now part of our team."
Team of 12 agents struggling with lead follow-up, transaction coordination, and marketing consistency.
Implemented team-wide VA support with dedicated transaction coordinators and a Specialist Team for listing marketing.
"Our agents now focus 100% on relationships and closings. Everything else is handled flawlessly by Level 9."
Eric Wright
Jack McCarthy
Robb Bailey
Ryan Moore
Dr. Deb Muth
Chris Lyle
Tanner Leishman
Luke Devcich
Julian Burca
Dallas Shipp
Dean Hawe
Ralph Carrasco
Join thousands of business owners who've transformed their operations with Level 9 Virtual.