Virtual Assistants & Appointment Setters | Ep. 142

Episode 142 of the Built Simple (in Insurance and in Life) podcast, hosted by Adam Brsan, titled "Virtual Assistants & Appointment Setters | Ep. 142" was published on December 17, 2024 and runs 39 minutes.

December 17, 2024 ·39m · Built Simple (in Insurance and in Life)

0:00 / 0:00

Summary

Dive into the world of remote appointment setting as Zyrene, a team manager at Start Virtual, reveals how Filipino virtual assistants are revolutionizing insurance lead management. Discover how these dedicated professionals work night shifts and undergo intensive four-week training programs to master insurance industry knowledge and handle client objections with expertise. The episode highlights the remarkable work ethic of Filipino VAs and their commitment to exceeding expectations - a stark contrast to traditional approaches. Learn about innovative tools like Kicksy and Kixi's power dialing feature that enhance appointment setting efficiency, and get an inside look at how Client Success Managers ensure smooth operations through careful monitoring and support. Through a compelling mock call demonstration, Zyrene showcases the practical application of these skills, offering listeners a masterclass in professional appointment setting. Whether you're an insurance agent looking to scale your business or curious about remote work culture, this episode provides valuable insights into the power of virtual assistance. Ready to transform your insurance business with virtual appointment setting? Listen now to unlock the secrets of successful delegation and time management! • Managing a Remote Administrative Team • Comprehensive Training for Appointment Setters • Leveraging Existing Clients to Drive Business Growth 1. Employees in the remote, call center environment in the Philippines often work night shifts to support clients in different time zones. 2. The appointment setting team undergoes extensive training to handle diverse client needs and objections effectively. 3. Nestor VAs are leveraged to set appointments for insurance agents, and the client success manager's role is crucial in managing the team and ensuring the smooth operation of the business.

Episode Description

The episode highlights the remarkable work ethic of Filipino VAs and their commitment to exceeding expectations - a stark contrast to traditional approaches. Learn about innovative tools like Kicksy and Kixi's power dialing feature that enhance appointment setting efficiency, and get an inside look at how Client Success Managers ensure smooth operations through careful monitoring and support.

Through a compelling mock call demonstration, Zyrene showcases the practical application of these skills, offering listeners a masterclass in professional appointment setting. Whether you're an insurance agent looking to scale your business or curious about remote work culture, this episode provides valuable insights into the power of virtual assistance.

Ready to transform your insurance business with virtual appointment setting? Listen now to unlock the secrets of successful delegation and time management!

• Managing a Remote Administrative Team

• Comprehensive Training for Appointment Setters

• Leveraging Existing Clients to Drive Business Growth

1. Employees in the remote, call center environment in the Philippines often work night shifts to support clients in different time zones.

2. The appointment setting team undergoes extensive training to handle diverse client needs and objections effectively.

3. Nestor VAs are leveraged to set appointments for insurance agents, and the client success manager's role is crucial in managing the team and ensuring the smooth operation of the business.