Consider this: 
Wouldn't it be fantastic to have an extra pair of eyes and ears behind the scenes?
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Running a successful agency is hard work! There are endless responsibilities, and knowing  everything about everything behind the scenes can sometimes feel like an impossible task... Leading you to wonder, "What's really going when I am not there ? "
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Virtual Operations Management
Everything you need
When you need it!

Our Virtual Operations Management Solution is designed to equip you with meaningful analysis of behind the scenes operations so that you can make the best strategic decisions for your agency. In addition to a customized Dashboard for your agency, you will receive expert recommendations and tangible data to help you confidently manage your agency.

Call Us: (888) 485-7779
With our experience in agency management,  we understand what you need to manage and what to do with the tools and data your management system provides. Most of all, we understand that your priorities often keep you away from the day-to-day management of your agency so we can provide the extra eyes and ears you need to truly get the most out of your office team.
Meet Missy 
Consultant & Virtual Operations Manager

Missy started her insurance career in 1999 as the operations manager for an independent agency with one office that quickly expanded into six offices in three states. With an initial focus on accounting, financial analysis, technology, and office management, over the years she expanded into customer service and marketing management, strategic planning and workflow improvement.
Meet Whitney, 
Virtual Operations Manager

Whitney started her insurance career in 2008. She excels in all aspects of accounting and operations including:  report generation and analysis, human resources,  and training. She's been involved with NetVu including serving on the AMS360 Education Committee.  She assisted in creation of the NetVu Insurance Accounting Certification, and has been an instructor at several NetVu National Conferences. 
Some of What Your Virtual Operations Manager Can Provide
Your Virtual Operations Manager will provide weekly, easy to read, summary reports that turbo-boost the data from your system, comprising information such as: activity counts, policies handled, suspense tracking, and so much more! 
( Click  for Samples) Your VOM will s potlight problem areas and suggest solutions for expeditious problem solving.  Additionally, you will receive :
  • Benchmarking and setting baselines for evaluating success
  • Setting and measuring customer service standards
  • Customer experience reviews
  • Cross sell programs
  • Incentive programs
  • Creating job descriptions and providing details for performance evaluations
  • New employee onboarding 
  • Recommendations on staffing levels, hiring, training, and organizational placement
  • Download setups and reviews
  • Monitor document storage to ensure easy retrival
  • Expiration report management
  • Procedure manual updating and auditing
(888) 485-7779 | Email Us!