Professional Insurance Specialist with 4+ Years of Work Experience in Personal and Commercial Lines Insurance. A highly competent and experienced virtual assistant who can support your business needs and assist you in reaching your objectives.
-Familiar with AMS360 and Applied TAM
-Acord forms creation
-Quoting Home, Auto, Umbrella, Business owners, General Liability, Business Auto and Commercial Package
-Process endorsement
-Certificate of Insurance Creation
-Manage cancellations, reinstatements and billings
-Sending EPI, binders and proof of insurance to lienholder/mortgagee
-Manage renewal
-Policy documentation
-Process policy payments and issuing invoices
“My business would not be able to go forward if it was not for them”
Gaurab - Adhikari
SEE MORE REAL RESULTS“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
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