Insurance virtual assistant case study: 1,200+ Target Accounts updated in the first two months
Graham Company
Graham is a top independent insurance brokerage and consulting firm, founded over 60 years ago. Graham is focused on customizing property and casualty, surety, and employee benefits programs for its clients.
- Industry: Insurance
- Size: 13 Quickskill Assistants
Core Processes We Started With
Salesforce Management
Prospect + Account Research
Creating Tear Sheets
Expanding Across the Organization
The Problem
Needing a secure, scalable, and remote admin service
The Goal
Graham wanted their producers spending more time building relationships and developing new business without adding full-time support.
Our Solution
Starting with a pilot of six Quickskill assistants, Graham quickly saw the value of the additional support. Quickskill assistants began by cleaning up all existing account information in Salesforce, ensuring that the producers had accurate and up-to-date information when reaching out to prospects. Now the Quickskillengagement manager works with the producers to create customized processes to maximize their productivity
Salesforce Clean-Up + Management
Quickskill worked with Graham at the start of service to develop Salesforce best practices, so the assistants know what key information to research, including MOD numbers, calculating estimated premiums and ranking the accounts based on specific criteria. Quickskill assistants use this knowledge to keep contacts and accounts updated with all critical information. Producers now spend all their time with prospects and clients.
Prospect + Account Research
As Graham expanded into new regions, they found their producers spending too much time with prospect research and not enough time in the market. The PAs took on all aspects of prospect research, including CRM updating and reminders for follow-ups.
Tear Sheets
Researching clients and prospects before meetings was tedious and time consuming for the producers. Together, Quickskill and Graham created a tear sheet template that each producer customized to capture the information that matters most to them. Now the assistants provide pre-meeting research on contacts and companies, so the producers go into their meetings with key data points.
Expanding Across the Organization
As Quickskill proved successful with the producer teams, the service was tapped to support organizational changes within the Graham Safety Consultant team. The in-house assistant supporting the team was being promoted and Quickskill stepped in to help her transition into her new role.
After an appropriate training period, Quickskill was providing support for the safety consultants working in the field. Most of their tasks and processes include time tracking, expense management, and document formatting. The field consultants experienced a seamless transition.
Results
The Graham consultants have experienced a smooth transition from their in-house assistant to their Quickskill assistants.
All time-consuming processes, like time-tracking and expense reports, are completed accurately and submitted on time so the Graham teams can focus their time and attention on their clients. 1,200+ target accounts were updated in the first two months alone.
In addition to directly supporting Graham’s executives, Quickskill collaborates internally to identify, document, and share best practices Valuable processes implemented for one Graham executive can quickly be replicated across the team to ensure consistency and leverage across the organization.
“The Quickskill team streamlined our processes and increased efficiencies allowing us to easily integrate our Quickskill assistants into our day to day lives. The data in our CRM is much more up-todate and accurate which also has improved the efficiency of my team. By offloading our admin tasks, our producers are now able to spend more time in the field with prospects and clients.” – Carl Bloomfield, Graham Company
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