Insurance & Finance Brokers
Virtual insurance assistant
The one-time recruitment fee is USD 2,795 (USD 350 deposit + USD 2,445 on hire). There is no ongoing recruitment markup. The six-month guarantee is a replacement search, not a refund.
The fee
USD 2,795
Charged once. No monthly markup on the wage.
The shortlist
21 days
The target from an agreed brief to three finalists.
The guarantee
6 months
Another search if it does not work out. Not a refund.
The work
Tasks this hire takes
A virtual insurance assistant runs quotes admin, renewals chasing and claims paperwork.
The broker still gives the advice and signs the recommendation.
Two jobs shape a normal week for insurance & finance brokers: Chase renewal dates in the broker CRM, and assemble quote comparisons the broker will present. Firms hire for that rhythm, not for an empty inbox.
Chase renewal dates in the broker CRM
Assemble quote comparisons the broker will present
Request claims documents from the client
Update the policy record after the broker binds
Book reviews the broker will run
Chase renewal dates in the broker CRM. For insurance & finance brokers, that work sits beside Insight, Sunrise or BrokerEngine. The principal still makes the call above it.
Assemble quote comparisons the broker will present. Ask each finalist for insurance & finance brokers when they last did this, and whether they did it in Insight, Sunrise or BrokerEngine.
The brief for insurance & finance brokers should treat this as a standing job: request claims documents from the client. Insight, Sunrise or BrokerEngine is where the office checks it.
Update the policy record after the broker binds. If the hire has not used Insight, Sunrise or BrokerEngine, the first month for insurance & finance brokers includes learning it, and the principal still reviews the output.
Book reviews the broker will run. For insurance & finance brokers, write down what done looks like, and who is told when it is finished.
Day one
Software in the brief
Name Insight, Sunrise or BrokerEngine in the brief for insurance & finance brokers when the hire will use it in the first week.
Say whether The insurer portals the office already uses is required on day one for insurance & finance brokers, or taught after the start.
A short task in A renewal calendar with the broker rules can be part of the interview for insurance & finance brokers, if you want to see the work.
You grant access to Email templates the compliance officer approved. For insurance & finance brokers, the hire should have that login before week two.
Insight, Sunrise or BrokerEngine
The insurer portals the office already uses
A renewal calendar with the broker rules
Email templates the compliance officer approved
The line
Compliance boundary
The hire does not recommend a policy or give financial advice.
For insurance & finance brokers, the interview repeats the boundary above. The hire should be able to say what they will not decide.
Who we introduce
Roles we place
We place the assistant, a customer service hire and an appointment setter.
Three people are introduced for insurance & finance brokers. You interview them, and you choose the one who starts.
Pricing
The recruitment fee is USD 2,795, charged once.
USD 350 opens the search. USD 2,445 is due when you select someone.
A monthly markup is a different model. We do not add one.
Charged once
USD 2,795
You pay the person you select directly after that.
- Deposit to open the search
- USD 350
- Balance when you select someone
- USD 2,445
USD 350 deposit + USD 2,445 on hire. A monthly markup is a different model.
Guarantee
Six months
If the person you select leaves within six months, we search again.
That second search is not a refund.
What the replacement guarantee coversHow a search works
Process
- 01
Agree the brief
Agree the tasks, tools and hours
- 02
Search
We search and assess candidates
- 03
Shortlist
About 21 days to three finalists is a target
- 04
You choose
You interview them and you choose
Book a free call when the insurance & finance brokers brief is ready to open.
The first 90 days
- 01
Days 1 to 30 for insurance & finance brokers are for learning Insight, Sunrise or BrokerEngine and the way the office already hands work across.
- 02
By day 60 this should be routine for insurance & finance brokers: Request claims documents from the client.
- 03
The day-90 review asks one question for insurance & finance brokers: is “Book reviews the broker will run” happening without you chasing it?
What we ask before we search
- On the call for insurance & finance brokers, we ask who does this today: chase renewal dates in the broker CRM.
- We ask which of these the hire for insurance & finance brokers must open on day one: Insight, Sunrise or BrokerEngine, The insurer portals the office already uses, A renewal calendar with the broker rules.
- For insurance & finance brokers, we ask you to say the line a new starter must not cross.
Shared hours are written into the brief for insurance & finance brokers before anyone is approached.
Book a call
Tell us the work. We'll introduce three people.
FAQ
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Post-Hire Support
We set you up to manage them.
Never managed a remote hire before? We set you up with the tools to manage them: remote time tracking, a business call line with SMS, communication and messaging tools, payments, and onboarding guidance for the first 30, 60 and 90 days.
We guide you through the legal side of hiring offshore (contracts, contractor setup and paying them properly) and keep it simple.
This is general guidance, not a substitute for your own legal or tax adviser.
See Post-Hire Support- Onboarding guidance for the first 30, 60 and 90 days
- Communication tools and response expectations
- Meeting cadence and management frameworks
- KPI and performance guidance tailored to the role
- SOP guidance so knowledge doesn't live in your head
- Recommended tools for phone, payments, time tracking and messaging
- Best practices for remote and offshore team management
- Legal and compliance guide for engaging offshore team members
When you're ready
Send the role. Then pick a time.
A name, a number and the work you want to move. We'll use it to prepare the call.