An Atlas Outsourcing primary and secondary resource trained in all Virtual Administration (VA) Services will be assigned to your business for 80 hours per month or 160 hours per month for a fixed price each month.
Please note that Virtual Administrators are not trained in SOA/ROA/Modelling Services.
Some of the tasks that our VA team undertakes includes:
- Confirming/scheduling client or other appointments
- Checking adviser email
- Emailing clients direct
- Scheduling flights/accommodation
- Transcribing dicta-phone file notes
- Entering Fact Find information
- Data entry
- Generating Reports for Client Reviews (FDS, Quarterly Reports, Annual Reports, Opt in, etc.)
- Making Enquiries on Client Policies and reporting back
- Presentations
- Datafeed mapping
- Pre-assessment
- Insurance Quotes
- Pension/Super research
- Pre-complete applications
- Follow-ups
- Customised administration tasks
