Customer Assistants For Partners Direct Insurance Company

About the Project

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  01

  Challenge

  The company Partners Direct faced problems related to administrative and operational tasks. Initially, the company relied on its employees to perform a variety of duties, including planning, expense reporting, CRM updates, research, and even organizing its own trips. In 2018, Don Valeriano, CEO of Partners Direct, assumed a leadership role in the organization and focused on growth. To achieve this goal, he recognized the need to improve efficiency and productivity by providing vital support to manufacturers and senior management of the company in carrying out their day-to-day operations. To do this, they hired AgainAgain Agency.

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  02

  Key requirements

  Key requirements -Producers wanted to spend more time with current or potential clients and spend as little time as possible on operational administrative tasks, but they did not want or need ongoing support or staff to take over this role -To provide an uninterrupted custom service 24/7

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  03

  Solution

  The solution to their problem was to hire team members to support sales managers across the United States. Managers also leverage their assistants to handle operational tasks, support internal departments like sales, manage incoming messages, conduct prospect research, take notes, and manage social media, ultimately enhancing efficiency and organization. Additionally, the AgainAgain team assists Partners Direct producers and operations teams in maximizing their sales force investment by meticulously entering engagement data and maintaining up-to-date reports. All expense reports are accurate and consistently delivered on time now.

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  04

  Achievements

  -Delegation and Automatization of tasks

  -Development of a Performance Monitoring and Evaluation System

  -Introduction of Support Staff

  -The Optimization Process

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  05

  Tasks we fulfill

  Calendar Management

  Expense reporting

  Data Management

  Event Support