Task Warrior

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the Unparalleled #1 Choice for Life Insurance Agents and Agencies.

Exclusively Dedicated to Life Insurance, We Are the Virtual Assistant Designed by Life Insurance Agents, for Agents.

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ABOUT US

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Unleash VA excellence – redefine virtual assistance!

Knowledgeable in Life Insurance

VAs are well-versed in the ins and outs of life insurance, enabling them to assist you
with clarity and accuracy.

Social Media Management

Your assistant can ensure consistent posting on your social media, keeping your audience engaged and informed about
your life insurance services.

Resolve NSF/Payment
accounts

Your assistant works tirelessly to resolve NSF issues, calling clients directly and finding swift solutions.

Mitigate Debt

Your assistant can handle debt emails/notifications and take proactive steps to prevent personal debt or roll-up debts from downlines.

Track New Business

Your assistant monitors the progress and organizes all of new business submitted.

Respond to your emails

Let your assistant handle emails,
conduct follow-ups and streamline
your business operations.

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Delegate and Elevate Your Business

Our virtual assistants provide professional support across administrative, creative, and technical tasks, allowing you to reclaim your time and energy.

Cost effective options for your Agency

Affordable solutions tailored for your agency's needs and budget.

Supervised Virtual Assistants

Virtual assistants expertly overseen by dedicated client success managers for you.

TRUSTED BY AGENTS FROM:

TESTIMONIALS

“Task Warrior made my life so much easier as a life insurance agent so I can focus on closing more business and helping more families.”
Rangina Hamid
Life Insurance Agent
“Task Warrior is a virtual assistant agency who will provide you with virtual assistants that are fully trained. I'm talking about trained in calling carriers, doing back-office and policy retention.”
Stephanie Ortiz
Life Insurance Agent
“During my time with Task warrior I had no customer complaints, my client's work is confidential! They handle my scheduling; they handle my inboxes and have total control of my social media.”
Stepheney Smith
Life Insurance Agent

PRICING

Secure your personalized assistant now and kickstart your productivity immediately!

Part Time:
80hrs/month

  • Admin Support:
  • Carrier Handling
  • Client/Policyholder Service
  • Email management
  • NSF/Returned Payment Resolution
  • New Business Tracking
  • Appointment Setting
  • Social Media Marketing
  • - Posting
  • - Engaging
  • - Prospecting/Recruiting
  • - Manage Inbox
Select Part Time

Full Time:
160hrs/month

  • Admin Support:
  • Carrier Handling
  • Client/Policyholder Service
  • Email management
  • NSF/Returned Payment Resolution
  • New Business Tracking
  • Appointment Setting
  • Social Media Marketing
  • - Posting
  • - Engaging
  • - Prospecting/Recruiting
  • - Manage Inbox
Select Full Time

How it Works

1

1.

Demo Call

Book a demo call

Arrange a 15-minute introductory call to talk about your objectives and business requirements. In this call, we will gain insight into your goals and tailor our services to suit your unique needs.

2

Talent Search

Our hiring team conducts a thorough search, identifies top candidates, and creates virtual assistant profiles based on your needs. We handle the pre-selection and interviewing process for you

2.

3

Thorough VA Training

Our dedicated virtual assistants undergo rigorous 5-7 day training to meet your specific demands in supporting your life insurance business. Rest assured, they deliver exceptional service.

3.

4

Meet your VA and Client Success Manager!

Unleash your potential as you meet your expert Virtual Assistant (VA) and their assigned Client Success Manager (CSM) They'll supercharge your productivity and deliver exceptional service. Get ready to delegate and excel. Let's go!

4.

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FAQs
Hey there, no need to worry! We have you covered with some frequently asked questions and answers to put your mind at ease. Let’s dive in and clear things up, shall we? Your peace of mind is our top priority!

A1: Ah, the juggling act of a life insurance agent! We at Task Warrior understand the challenges you face. Our virtual assistant is here to lend a helping hand (or keyboard) by taking care of your administrative tasks, scheduling appointments, and even reminding you of important follow-ups. 

Consider us your dependable sidekick. We are ready to manage your to-do list. You can focus on nurturing client relationships and closing deals. Together, we’ll conquer the insurance world!

A2: Absolutely! Task Warrior serves as your productivity secret weapon. Our virtual assistant helps you work smarter by organizing client databases. It also automates routine tasks for you. Imagine having extra time to connect with clients. Research new policies, or even sneak in a coffee break. Task Warrior will help you conquer your tasks easily. You will also have more time for what matters most in and out of the office.

A3: As a life insurance agent, you are well aware that every client has different needs. Similarly, we understand that your business requirements are unique. You can customize Task Warrior to suit your workflows, preferences, and processes. Our virtual assistant can be customized to meet your specific needs. We can assist you with lead generation, policy management, and client communication. With Task Warrior, you will experience the power of flexibility and efficiency.