Where to go from here:


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It's about your business

A successful business requires the ability to increase revenue and remain customer-focused. However, much of the day can be spent completing administrative, back-end tasks. As your Virtual Assistant, I can eliminate these tasks from your to-do list so you can focus on building your business.

Free up your day!

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

Other services

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.