Virtual staff for your insurance firm.
Appointment Setter, Recruiter, Social Media Manager, Branding and Website Developer
Testimonials
What our clients say about us?
SHADI GHARFEH
JERMAINE CLIFFORD
LAURA VAZQUEZ
COLLIN MCFARLAND
MATTHEW BORSH
TRAVIS VINCENT
What we do
MANAGE CRM
Buying leads in CRM. Extracting leads through PDF and Excel file. Updating leads status
BOOK APPOINTMENTS
Book qualified home appointments. Virtual / Telesales appointments via Phone or Zoom
MANAGE CALENDAR
Booking appointments properly based on geography. Attaching lead form for client’s reference
DATA ENTRY
Encoding information & converting from PDF to excel file. Uploading data to dialing applications.
LEAD GENERATION
Recruiting agents using social media platform like Facebook, Instagram and Linkedin
CLIENT SUPPORT
Assist licensed and unlicensed agents to enroll in pre licensing course, booking state exam, new agent training and more.
TRACK & UPDATE LEADS
Track and update leads status in CRM like Monday.com or GoHighLevel
INTERVIEW BOOKING
Book initial and final interview with the hiring manager through Calendly or google calendar.
VIDEO EDITOR
Experts to help you create video contents, edit existing video and create original video footages for your business.
CONTENT WRITER
Content writers to help you create your contents specifically and originally for your business needs.
GRAPHIC DESIGNER
An experts that will help you create marketing collaterals and social media posts.
WEBSITE DEVELOPER
Professional website designer to help you create the face of your business online.
Who We Are
We are a group of reliable and dedicated virtual assistants who has solid experience in outsourcing appointment setting, customer management and anything in between thats taking time away from you to run your business.
Mission
To connect with talented, well trained and skilled virtual assistants that will outsource appointments setting and other business processes. We provide unmatched service that will allow you to spend more time with clients, focus on your business growth and do what you enjoy the most.
Vision
We are number one choice for insurance agents, real estate agents and other self employed professionals around us. We create strategic partnerships and maintain relationship with our existing clients by bringing results everyday.
VIRTUAL ASSISTANCE DONE RIGHT
We Call You Close is built to support businesses in full capacity. Our highly-trained team and fully-equipped operations provide business owners valuable resources that cost less but contribute more to their business.