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Insurance Office Assistant

Cascade Virtual offers dedicated, front office staff to manage the front end of your insurance agency. We are excited to manage your:

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- Incoming calls and messages

- Email 

- Scheduling 

- File management, updates and organization

 

-Cold Calling 

 

-Social media assistance

 

-Open enrollment assistance 

- Billing and bookkeeping

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Let's Meet About Your Needs

Where is Your Time Better Spent?

Hiring and managing staff is a full time job. When you utilize Cascade Virtual assistants, you offload:

  • ​Monthly timesheet and payroll management 

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  • Daily staff oversight (all accounts come with a dedicated Online Business Manager to make sure tasks are moving forward daily)

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  • Processing annual staff tax forms

Build Your Team And Build Your Dream
with Cascade Virtual.

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