We provide fractional team members to cover any gaps you want to delegate in your agency, allowing your team to concentrate on your key priorities.
Fractional CSR (Customer Service Rep)
✅ Employee in Your Agency
✅ Compliant with Insurance Company
✅ Fully Licensed
Daily Customer Service
📞 Call Answer Rate 90-100%
✅ Full Access to ECRM
🗒️ Follow Up Notes in ✅ ECRM
✅ Can tag your team 🧑🏼💻 in ECRM
✅ Can work voicemails
✅ Can log customer interactions in ECRM
✅ Can Take Payments 💰
✅ Can fully handle customer inquiries
✅ Can access and send documents
Sales Support
✅ Can gather sales information for sales team
✅ Can create ECRM accounts for prospects
✅ Can create opportunities and sales tasks
BONUS:
✅ Can do a +1 on Every Call
Receptionist By The Minute Services
❌ Outsource Call Center
❌ Non Compliant
❌ No License
Daily Customer Service
📞 Call Answer Rate 100% (?)
❌ No Access to ECRM
❌ Follow Up Notes as emails ✉️
❌ Can’t interact with your team🧑🏼💻
❌ Can’t work voicemails
❌ Can’t log customer interactions
❌ Can’t Take Payments
❌ Can only take memos, not handle customer inquiries
❌ Can’t access and send documents
Sales Support
❌ Can’t gather sales information for sales team
❌ Can’t create ECRM accounts for prospects
❌ Can’t create opportunities and sales tasks
❌ NO BONUS:
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