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Writer's pictureKimberly Magerko

The Assistant You Didn’t Know Your Insurance Agency Needed


Insurance Agency Remote Sales Assistant talking to a client
Insurance Agency Remote Sales Assistant

Remote Sales Assistants — when it comes to boosting an insurance agency's growth, outsourcing appointment-setting and sales calling services could very well be the secret weapon other successful agencies are utilizing. This strategy involves sourcing and hiring a remote sales assistant or call center team to reach out to potential clients and introduce your insurance products or services to them. The benefits of outsourcing this vital function can help you reach your business goals more efficiently.


How Does Outsourcing Cold Calling Work?

When you decide to outsource cold calling services, you essentially enlist a professional company to conduct calls on your behalf. In essence, you'll be collaborating with experienced remote B2B and B2C telemarketers. Generally, there are two types of companies.


If you are working with an outsourced company that hosts a call center full of skilled telemarketers, it will be remote team members that will be reaching out to potential customers. If you are working with a company that places remote inside sales assistants, they will find candidates specifically for your agency and that person will not only call your warm and cold leads, they will also provide additional services like CRM maintenance and reaching out to and onboarding new recruits for your agency. Both will also work with you to craft a compelling script to present your insurance products or services effectively.


All callers will work on generating interest in your offerings. If a prospective customer expresses interest, they will schedule an appointment for you to engage with them further.


The Advantages of Outsourcing Cold Calling Services

Outsourcing remote sales team members can be incredibly advantageous for smaller businesses that lack the time or resources to “smile and dial” all day. Here are some of the benefits of a sales lead assistant:

  1. They Save You Time: Calling leads can be time-consuming, especially for those who are performing multiple duties within their agency. Outsourcing this service frees up your time, allowing you to focus on other essential tasks. You only need to make sure you check your calendar for all of the new appointments being scheduled.

  2. They are Affordable: Hiring a remote sales assistant or team can often be more cost-effective than hiring full-time internal staff. These outsourcing companies come equipped with their own resources, provide equipment, pay benefits, and more — eliminating the need for substantial investments in a new employee.

  3. Enhanced Sales Opportunities: By outsourcing for sales, you'll be working with experienced professionals who excel at lead generation and piquing interest. They employ proven techniques to increase your likelihood of closing deals or recruiting new agents.


When Should You Consider Outsourcing Remote Sales Assistant Services?

Outsourcing lead calling services is a compelling option for agencies facing time or resource constraints and seeking to improve their book of business. To determine if outsourcing aligns with what you need, consider this:


  1. What are your goals? If you clearly identify your objectives when contemplating outsourcing, it will be easier to find the outsourcing service that fits your business. Do you aim to generate new leads, enhance your sales potential, or recruit more agents? Knowing your goals will help you select the right company to assist you.

  2. What is your budget? Assess your budget for outsourcing remote services. Costs may vary depending on how much time you actually need someone to be dialing, whether you have additional tasks that could be delegated, or how much you have at the time to invest. Many outsourcing companies have fractional hours or part-time options, but remember that when it comes to sales, you get what you pay for. More sales experience and charisma generally lead to a part-time or full-time remote instead of an hourly employee. Collect quotes from multiple providers to make an informed decision.

  3. What is your timeline? Every sales plan needs a timeline. Do you require immediate outreach, or can the calls be staggered over time? Do you have specific training within your organization of how calls should be handled? Keep in mind that it may take some time for the outsourcing company to train and get to those daily numbers that you ultimately want to reach.


Outsourcing cold calling services can be a game-changer for your insurance agency, providing the bandwidth to focus on appointments, operations, and growing your business effectively. In the long run, it's a strategic move that can propel your agency to the next level while streamlining your sales efforts.


Are you looking for an inside sales assistant for your agency? WorkSpark is here for you! We provide part-time, half-time, and full-time assistants specifically trained in the insurance market. Schedule an appointment and we can go over your options today.


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