This list of services is to simply give examples of what administrative support may entail. Together, we’ll put together a package of support that fits your individual needs.
Database Management/Records Management
- Fax, Scan or Mail copies of business cards you’ve gathered during the course of the month, entered in to your contact database, mail merge to produce follow-up letters.
- Enter new prospect leads to be added into your database and personalized mail merge to send introductory letters.
- Add your clients’ new policy information into your database and send it to you via email attachment.
- Email your prospect list to verify your prospects, contact information, telephones contact, verifies spelling, title and address, obtains missing information, makes corrections and returns list you via email attachment.
- Email customer data file which includes the full set of email addresses as well as the unique content for the address.
- Send mass emails/mailings to recipients, schedule the mailing in the events calendar, constant contact, etc.
- Prepare mail merge and mailing labels.
- Organize stacks of paper/documents and label mania folders, create a master list, to place in your file cabinet, with a category list.
- Prepare your agenda with appointments, personal time, etc. and will email the attachment.
- Set up a system for your office to be more efficient and running smoothly.
- Mail, Fax or Scan your meeting notes to be typed and we will email them back to you.
- Fax/Scan handwritten drafts to be typed/letters and we will fax or email to you for your approval.
- Mail, Fax or Scan documents, manuals, etc. with handwritten corrections to consolidate them and email to you.
- Prepare and mail standard confirmation letter to policy owner, tracking annual expiration date of policy and on due date send reminder email to you.