For insurance brokers
Renewals, client emails and data entry, off your desk.
I take the routine admin off small insurance brokerages in Canada, so your licensed team spends its time on clients and quotes. I work on your hours and automate the repetitive parts as I go. It usually costs less than half of hiring someone locally.
Get a quoteClient emails
Routine questions answered, missing documents chased, and review calls booked into your calendar, all in your tone.
Renewals
Renewal dates tracked, reminder emails sent on time, and the client's details gathered before you sit down to quote.
Data entry
Applications, policy details and notes entered carefully into your system or spreadsheets, so records stay complete and easy to find.
Reviews and social
Review requests after a good experience, and simple posts that keep your brokerage visible in your community.
I'm already part of the daily team at two Toronto businesses. Your first 5 hours are on me. Then a two week trial and one fixed monthly price for 10, 20 or 40 hours a week. Cancel with one week's notice.
I'm not a licensed insurance agent. I never give insurance advice or bind coverage; that stays with your licensed team. I do the admin around it, with access only to what the job needs.