A helpful video and instructions on how to add a Virtual Assistant to your RiskAdvisor workflow
Written By David Watson
Last updated 10 months ago
Plan Availability: All Plans
A Virtual Assistant does not have to be the traditional usage of a Virtual Assistant. It can be anyone that you would like to designate as the one to receive your quote requests for data entry.
How to add a Virtual Assistant/Team Member to your account
Fill Out Onboarding Form
Fill Out the Following Sections
Your Agency Information
You Virtual Assistant information
Your Rater (if applicable)
Your Carriers
Verify Email Template
Please review the provided email template below and let us know if you'd like to see any changes to this template
Subject Line:
New Quote Request: {applicantFirstName} {applicantLastName}
Email Body:
Please provide a quote request for the attached Home Risk Profile with the following carriers:
{vaRaterHomeMarkets} {otherHomeMarkets}
Please provide a quote request for the attached Auto Risk Profile with the following carriers:
{vaRaterAutoMarkets}{otherAutoMarkets}
FilledByVANotesSection
Please return the quote on or before the {dateNeeded}.
Please let {agentsName} know if you have any questions.
Please return quotes to {agentsName} at {agentsEmail} once quotes are completed.
Examples of some changes you can make:
- Include your preferred method of contact (Email, Slack, Teams, etc)
- Instruct your VA to add email, PDFs, Quotes, etc to Agency Management System
- Instruct your VA to add email, PDFs, Quotes, etc to CRM
- Instruct your VA update CRM or AMS
Account Updated Notification
Instruct your VA Provider or the VA themselves to add no-reply@riskadvisor.insure as a safe sender. Add RiskAdvisor Email to Safe Sender List
If you have any questions or need any help with this, please let us know.