Virtual Office Suite

The Apex Insurance Group Virtual Office Suite (VOS) is an agent, user friendly sales platform consisting of 3 major components.

Regardless of your insurance experience, new agent or seasoned professional, these tools will assist you in creating your office workspace.

The most important function in developing this platform was ensuring the agents flexibility and control of your back-office dashboard.

With constant changes in software and add on applications, why would you settle for something that isn’t adaptable?

 

So why a virtual office?

Let us just highlight some of the most glaring reasons why a virtual office fits every modern-day agent. And if you think that just one or two of these reasons interests you, then reach out to us and allow us the opportunity to share the rest of what the VOS system has to offer.

  • A virtual office is a flexible workspace offering the owner a combination of services, such as space and/or technology, without the owner bearing the expense of owning or renting traditional office space.
  • Expand your market presence and lower travel time by operating your own virtual office. Use the tools available to:
  • Pre-Qualify clients for face to face sales before the long drive
  • Sell from your virtual office suite, using carrier offered online services such as quote engines and illustrations as well as E-Apps and inkless signing
  • More sales opportunities with less travel time and costs

 

Agent Website

Your own landing page to direct clients to your place of business. Complete with your own branding, logo and or picture.

Include a little about yourself or your company. All contact information goes directly to you and your business. Pick and choose the products and carriers that you want.

This is also the front door to your virtual office.

 

Three Interactive Websites

Three websites, giving you more web exposure and the ability to generate income, leads and clients. Here is just a sample of what we offer.

  • Website #1– Is a multi-carrier, direct to consumer insurance marketplace. In short, sell while you sleep
  • Website #2 – Is a direct sale Disability agent portal
  • Website #3 – This site offers the life agent the ability to forward clients looking for P&C to a broker. You receive a referral fee as well as maintaining the client information for life, disability, and annuity sales

 

Agent Dashboard and Backoffice

The VOS agent dashboard is your office. With access to all 4 of your websites and a completely customizable office suite to meet your business needs.

With too many options and functions (limited to your imagination) to list without it becoming overwhelming or missing something that fits your needs. We will just list some of the highlights, contact us and take this for a test drive. You will not regret it.

 

Virtual Office Tools Overview

 

  • Open 24/7 – Drive traffic to your site and can allow your future clients to apply for, and have policies issued without your interaction
  • Quote Engines – Offer and compare companies and products to your client in one setting without jumping to different sites
  • Video Emails – Great marketing tool, set and record for follow up hits on your site. Connect with existing clients and speak only with those who are interested.
  • Screen Sharing Sales -Use product and market specific software to present to your clients while viewing the display screen and each other.
  • PNCHUB – Not selling P&C? Use this tool to generate Life and Annuity leads for yourself while getting paid for forwarding P&C leads on to those who do
  • Carrier Hyper Links – Enjoy the flexibility and convenience of building your own dashboard to fit the carriers and products most important to your business
  • Phone Scripts and Ideas
  • Suggest VOS Apps and Reviews

 

 

Apex Insurance Group Perks

  • Client Landing page to sell while you sleep – Open 24/7
  • G-Suite for marketing and office integration
  • Cloudhq.net
  • Additional Hyperlinks to preferred carriers
  • Cloud based storage for State Licenses, E&O, CE, Carrier #s
  • Add on section for Apps
  • Virtual Sales Platform for presentations
  • Internal Links to Apex Insurance Group, partners, and associates
  • Annuity Platform

 

Agent Forum – Even though we are independent agents, we are not alone. Enjoy the opportunity of interacting with likeminded professional and exchange ideas on products, markets, and apps for the agent dashboard.