Flexible Subscription, Precise BillingVirtual Assistants + AI for Insurance Agents!

We are a Los Angeles based company with our own global delivery center in India.Our managers work out of the US & Our VAs work from our offices in India capable of catering to different client needs and time zones.

Our clients are located across the US and vary significantly in size. We serve everyone from top 10 brokers to solo agencies, ensuring tailored support for each.

Our "12 for 12" promise, transparent billing, and specialized focus on insurance tasks differentiate us. Plus, clients enjoy dashboard access, ensuring complete transparency in task management.

We provide ten specialized services for insurance agents, including setting up applications, generating quotes, handling document requests, and more. Please refer to our "12 for 12" services list for a complete breakdown.

Our primary focus is on the 10 services listed, ensuring expertise in each. However, we're open to discussing specialized requirements to see how we can assist.

The turnaround time varies depending on the complexity of the task. However, we aim to handle most tasks efficiently within 4- 8 hrs and you'll be notified of any anticipated delays.

No, our model is based on flexibility. Clients can pause or cancel anytime and there are no rollovers, ensuring you only pay for what you use within each 30-day billing cycle.

No, we work 5 days a week, Monday through Friday, and are closed for all US national holidays.

For our VA service customers, AI tools are included at no extra charge. Agents who only want AI tools can sign up for them as a standalone service.

We take data privacy seriously. All information shared with us is encrypted, stored on secure servers, and accessed only by authorized personnel. We adhere to strict privacy policies and guidelines to protect your data.

Only your assigned VA and Account Manager will have access to your specific data. All our staff undergo rigorous background checks and are trained on privacy protocols to ensure utmost confidentiality.

Yes, we are compliant with industry-leading security standards and undergo regular security audits to ensure our infrastructure and processes are up-to-date.

We employ multi-layered security measures, including firewalls, intrusion detection systems, and encrypted data transmission. Regular security assessments and updates further bolster our defenses.

Login credentials are managed through secure password managers, ensuring they are encrypted and inaccessible to anyone except the designated VA handling your tasks.

Simply sign up on our platform. After a brief onboarding process, we'll match you with a dedicated VA and provide access to the task & time management dashboard.

Depending on the tasks assigned, we might require access to your Agency Management System, such as AMS 360, Epic, EzLynx, NowCerts, or any other software you utilize. Additionally, access to your insurance carrier portals may also be needed to ensure smooth operations.

Yes, we have a streamlined onboarding process where we understand your unique requirements, introduce you to our system, and ensure a smooth start. This includes assigning your personal Account Manager and VA.

Once you've completed the onboarding process and have access to your dashboard, you can immediately begin delegating tasks to your VA.

While we match you with a VA based on your needs and preferences, if you have specific requirements or would like a change, just let us know. We aim for a perfect fit to ensure seamless collaboration.

You only need access to our task & time management dashboard, which is web-based and mobile-friendly. No additional software is required. If there are specific tools you prefer for task communication, just let us know during onboarding.

You can communicate directly through our dashboard, email, or schedule a call. We prioritize open and effective communication to ensure all your needs are met promptly.

Our "12 for 12" promise means you'll pay $12 for each hour of work. The first 30 hours are covered by a monthly minimum of $250. Any additional hours are billed based on the tasks you delegate.

Hours don't roll over to the next cycle. We encourage you to utilize your hours to maximize value.

Yes, our transparent dashboard provides a detailed billing history, ensuring you're always informed.

Each task is precisely timed using our advanced ticketing system. This provides transparency in billing and ensures you only pay for the actual time spent on your tasks.

We prioritize client satisfaction. If you feel a task took longer than expected, we're open to reviewing the scenario and optimizing productivity for future tasks.

The processing time varies based on the task's complexity. However, our streamlined system and trained VAs work efficiently to ensure tasks are completed promptly.

Absolutely! Clients have access to our task & time management dashboard, which displays the time spent on each task, providing complete transparency.

You pay in advance via credit card each cycle through a subscription.

If you exhaust your hours before the cycle ends, you can recharge your subscription for the remainder of the time.

You can easily pause or cancel your subscription either by emailing us or logging into the payment system.

For our VA service customers, AI tools are included at no extra charge. Agents who only want AI tools can sign up for them as a standalone service.

We have several subscription levels please visit tasksurance.com/Ai for pricing tiers.

Yes! we have a 1 day free trial of our AI tools as a standalone.

Overall, AI tools like ChatGPT can significantly streamline operations, enhance customer engagement, and improve decision-making processes within your agency.