Some available tasks
• Pre-filling of account
• New business processing
• Pending business follow-up
• Contracting and licensing paperwork
• Follow through to be sure commissions
are paid timely
• Any manner of in-force policy service
• Database management
• Document scanning
Welcome to VirtuAssist
To remain competitive in today’s marketplace businesses must find intelligent ways to increase productivity while maintaining costs. It is essential to create new business alliances and partnerships to streamline processes and minimize expenses. Partnering with VirtuAssist is an effective move in this direction.
Your Virtual Assistant
My role as your Virtu al Assistant is to be an extension of your business, doing all of the administrative tasks that soak up so much of the time you could be devoting to meeting with new clients or prospecting. My goal is to assume the responsibility of certain tasks so that I can help you provide excellent service levels to your clients.
Running your business doesn’t have to be overwhelming or stressful. My services will eliminate tedious and time consuming administrative tasks without the costs and challenges of on-site employees.
What People Are Saying About VirtuAssist
Mark Sindrich, CFP®
Barbara Klenovich, CFP®
Herb White, CFP, MBA
Working with Kim is an extraordinary daily experience. Service is excellent and no request is out of the question and usually can be accommodated within a reasonable time frame. She is very responsive and easy to work with. Our clients have praised her professionalism and expertise. We truly enjoy our partnership.
During the past year that I have been working with Kim, she has completed the work that I assign her in a timely fashion. She has always been willing to learn in new areas so that it frees me to do the work that only I can do. She is a very capable assistant and I would recommend her highly.
I have worked with Kim Creque since 2005 and find her administrative services to be very professional and reasonably priced. Kim Creque is a pleasure to do business with. Her administrative services have proved invaluable in helping me with the day to day responsibilities involved in running a successful financial services business. Kim responds quickly and does high quality work.