Virtual Assistants: An Invaluable Tool for Lawyers and Insurance Agents

Many lawyers and insurance agents have several roles to perform ranging from attending to clients and preparing various papers and reports, to marketing and business development. In spite of this, there is so much that the two have to deal with and sometimes it might be very tasking. However, this is one area where hiring a virtual assistant can make a big impact.

Administrative and clerical support is important to lawyers or insurance agents, and a virtual assistant for them can be rather useful. Some of the typical activities of a legal or insurance virtual assistant are: appointment setting and preparation of correspondences, document production, record management, transcription of dictation, telephonic and e-mail correspondence, compilation of discovery responses, insurance check, etc.

The right virtual assistant for lawyers comes equipped with industry-specific knowledge which can include specific terminology, processes, and computer programs that are frequently used in law firms and agencies. For lawyers, it can be litigation support software, e-discovery tools, and legal databases that are used to look for precedents and similar cases. For insurance agents, this can be in the form of insurance specific customer relationship management, or CRM knowledge.

One of the key advantages of outreach to virtual assistant for insurance agents is the possibility of working with a distant and unencumbered employee. This also means that virtual assistants can either work part time or on a full time basis depending on the current workload and requirements. They work mostly outside the organization; they do not require the organization to provide working space for them. Connecting is done efficiently by telephone, email, and other such communication platforms as made available online.

Due to the increased rate of competition in the business arena the legal persons such as lawyers and insurance agents should work effectively without necessarily having to compromise on the quality of work being produced. Legal and insurance professional, coupled with a competent virtual assistant in that they get to spend their energy and time where it is most needed, that is, in areas that require their specialized skills. The rise in productivity that a virtual assistant provides, and the ability to maintain a better work-life balance is precious for any lawyer or agent trying to maximize their output.