As your personalized virtual assistant, here is an abbreviated list of services I can help you with:
Pre-filling of account establishment paperwork
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 (beneficiary change, cash withdrawals, etc.)
Database management
Document scanning
Presentation creation and editing
Spreadsheet creation or updates
Correspondence management
Responding to emails
Internet research
eMoney set up and maintenance
If you have a business need that is not covered, please give me a call to discuss your requirement. VirtuAssist is committed to managing all customer requirements with 100% satisfaction.