Sell More Limited Med Without Growing Your Payroll
Get high-level appointment-setters and trained back-office virtual assistants to support your quoting, enrollments, and client renewals — without hiring in-house
See how we’re helping brokers scale lean in STM, dental, and supplemental.
Your Team Is Stuck in the Weeds
Most limited med brokers are spending hours a day on:
– Customer Service
- Cancelled Calls
- Quoting
– Chasing forms
– Application prep
– Renewal reminders
That’s all billable time — but none of it drives new revenue.
Your producers should be selling, not following up on paperwork.
What Our VAs Handle
Our team plugs you into trained virtual assistants who:
– Handle canceled calls, quoting & application support
– Collect missing client documents
- Payment Reminders
– Prepare and schedule renewals
– Track follow-ups + CRM status
They are native-English speakers, located in US-Timezones, and ready to go in under a week.
Powering Growth Behind the Scenes
Our virtual staffing engine is already supporting limited med producers in:
– STM
– Critical illness & indemnity
– Dental / vision combos
You don’t need more overhead.
You need a back-end that moves fast and works clean