Virtual Desk LLC

Virtual Desk LLC

We handle the day-to-day back-end administrative tasks of insurance agents and agency owners.

19/01/2024

Exciting news from Virtual Desk LLC! ๐ŸŒŸ I'm thrilled to announce my new role as a licensed life insurance agent and Financial Advisor with Experior Financial Group. This marks a significant expansion of our services, now covering Georgia, Michigan, and Ohio, with Florida, Alabama, and South Carolina soon to follow.

Our goal? To empower you with knowledge and tools for financial freedom and generational wealth. ๐Ÿ’ผ๐Ÿ” Whether you're in insurance, real estate, or tax services, we're here to guide you through the benefits of life insurance as a key to financial security and prosperity.

Stay tuned for more updates and feel free to reach out for personalized advice. Together, let's unlock the doors to a secure and prosperous future! ๐Ÿ’ก๐Ÿ”‘

14/11/2023

Exciting news! I'm launching a weekly series every Tuesday where I'll share key tips and strategies for success in the insurance industry. Whether you're just starting out or looking to enhance your skills, these insights will help you navigate the complexities of insurance sales, build stronger networks, and achieve your professional goals. Stay tuned for valuable advice and join me in this journey towards success as an insurance agent.

07/09/2023

Let's chat about something many of us take for granted: employer-provided life insurance. While it's a fantastic perk, did you know it might not fully cover your needs? ๐Ÿค” Most employer-based policies offer coverage that is equal to your annual salary, which might not be enough to support your loved ones long-term. Also, if you change jobs, that coverage usually doesn't follow you. So, while it's a great starting point, it's often wise to consider a personal policy to make sure you're fully covered, no matter where life takes you.

Timeline photos 06/09/2023

Insurance is such a depressing...boring topic....why would anyone have any interest in it?

Well...after losing all of my electronics when my apartment was struck by lightening? I was fresh out of college, barely making ends meet and had to figure out how I would replace all of my electronics at one time.

That's when I learned about Renter's Insurance....soooo, I could have paid $10 a month and this would have been replaced? LESSON LEARNED! Sign me up....

When I got my first job out of college and didn't understand what a health deductible was. My mother who worked in health insurance got tired of explaining the differences to me in policies as I moved from job to job...she gave me the BEST advice....READ YOUR POLICY!

When my cousin started working at State Farm and the agent was so committed to helping me learn about the importance of establishing a life policy at an early age.

I got my first policy AND planned my funeral so that my loved ones could grieve in peace.

After having my babies....I started to see the savvy moves others were making with insurance to secure generational wealth, I had an epiphany: 'Why shouldn't I get in on this?'

Now, my kids can rest easy knowing they're set for the future, thanks to a rock-solid trust. What about you? Is your family's financial future protected? What's your legacy going to be?

Got questions....let's chat, I have a network of brokers that would love to assist.

Timeline photos 05/09/2023

Ever wondered how life insurance can benefit you besides the peace of mind? Letโ€™s explore!

Timeline photos 04/09/2023

Hey everyone! ๐Ÿ‘‹ It's Myth-Busting Monday during National Life Insurance Awareness Month, and we're tackling a big one today. Have you ever thought, "I'm young and healthy; I don't need life insurance right now"? If yes, you're not aloneโ€”but let's dig into why that thinking might need a little update! ๐ŸŒŸ

So, why is this mindset risky?

Let's break it down:
1๏ธโƒฃ Cost-Effective: When you're young and healthy, life insurance policies are generally more affordable. You can lock in lower rates now, saving you money in the long run.
2๏ธโƒฃ Future Uncertainty: None of us have a crystal ball. Accidents or illnesses can happen unexpectedly, making it harder and more expensive to get insured later on.
3๏ธโƒฃ Financial Responsibilities: You may not have dependents now, but what about in the future? Life insurance can be an excellent safety net for future family members or even to cover your own final expenses.
4๏ธโƒฃ Investment Options: Some life insurance policies, like whole life insurance, can also act as an investment vehicle, accruing value over time.

Don't let your youth and good health lull you into a false sense of security. It's the best time to explore your life insurance options and make a plan!

Timeline photos 03/09/2023

Confused about term vs. whole life insurance? ๐Ÿค”

Term Life: Affordable & covers you for a specific period.
Whole Life: More expensive but builds cash value & lasts a lifetime.

Timeline photos 02/09/2023

Did you know 1 in 3 households would have immediate trouble paying living expenses if the primary wage earner died?

Life insurance isn't just a policy; it's a promise to protect your loved ones.

Have the uncomfortable conversations before it's too late!

Timeline photos 01/09/2023

๐Ÿ“ฃ September is National Life Insurance Awareness Month! ๐Ÿ“ฃ

Hey there, friends and community! Did you know that a whopping 70% of Americans recognize they need life insurance, especially after the ups and downs weโ€™ve experienced during the pandemic? ๐ŸŒ

It warms my heart to know so many people understand the value of protecting their loved ones financially. โค๏ธ But hereโ€™s the kickerโ€”thereโ€™s still a big difference between knowing we need something and actually taking steps to get it. Thatโ€™s where National Life Insurance Awareness Month comes in!

Every September, we take some time to focus on educating ourselves and our communities about life insurance. Whether you're a newbie to this topic or just looking for a refresher, now's the perfect time to chat about how to make the best coverage choices for you and your family.

I know it can be an uncomfortable topic but letโ€™s bridge the gap and take this important step together!

31/08/2023

In times of hardship, unity and support become our guiding lights. Our hearts go out to everyone affected by the immense devastation caused by Hurricane Idalia. The images and stories of the destruction are deeply saddening, and we wanted to take a moment to let you all know that our thoughts and prayers are with you.

To those who have lost their homes, their belongings, or even their loved ones, please know that you are not alone. The strength and resilience of communities coming together in times like these is truly remarkable. Your courage in the face of adversity is an inspiration to us all.

Let us join hands, across borders and backgrounds, to offer our support in any way we can. Whether through donations, volunteering, or simply spreading awareness, every act of kindness makes a difference. Together, we can help rebuild lives and restore hope.

May the road to recovery be swift and may you find solace in the compassion that surrounds you. Let's keep those affected by Hurricane Idalia in our hearts and continue to uplift them with our thoughts, prayers, and actions.

Stay strong, stay united. ๐Ÿ’™๐ŸŒŽ

With heartfelt solidarity,
Virtual Desk LLC

Timeline photos 23/08/2023

Happy Wednesday! Maximize your focus on what truly matters by delegating the rest. Our latest post explores how virtual assistants can handle your day-to-day tasks, from emails to scheduling, so you can concentrate on the bigger picture. Uncover the secret to boosting productivity and achieving your goals faster. We'll dive into these tasks and tips a little deeper over the course of the next few weeks!

21/08/2023

Greetings!

For those who may be new or just curious, let's dive into what Virtual Desk LLC is all about.

We're a dedicated virtual assistant team tailored for the Financial Service Sector. While our primary focus has been supporting Insurance Agents and Agencies, we've recently expanded to serve Real Estate professionals, Tax Advisors/Prep Firms, and Credit Unions. From managing schedules and emails to assisting in client outreach and document preparation, we handle the nitty-gritty so you can shine in your expertise.

A bit about me: The heart of Virtual Desk LLC is family. Launching my independent journey in 2016 was a leap from the restricting corporate world to the freedom my family deserved. My mission with Virtual Desk was clear: empower other business owners to prioritize what they're passionate about while my team and I take care of the rest.

Now that you've peeked into our story, we're curious: What drove you to start or join your current profession? Share your journey below! And remember, stay tuned this week for more insights and surprises from our end.

25/07/2023

"Embrace the challenge, chase the change. ๐Ÿ’ชโšก๏ธ

As an Insurance Agent, you know this better than anyone - overcoming challenges is part and parcel of the journey towards growth and success. Every client, every policy, every negotiation... these are opportunities to push your boundaries, expand your horizons, and transform your business.

However, amidst these challenges, you may find yourself bogged down by administrative tasks that pull you away from your core objective: selling life insurance and helping clients secure their future. ๐ŸŒ…๐Ÿก

This is where our Virtual Assistant services come in. We're here to take up the challenge of your administrative tasks so that you can focus on facing and conquering the challenges that truly matter - those that grow your business and make a difference in your clients' lives. ๐Ÿ’ผ๐ŸŽฏ

By partnering with us, you're freeing up time, streamlining processes, and, ultimately, sparking powerful change within your business. The challenge of administrative overload becomes a change in efficiency, productivity, and work-life balance. ๐Ÿ”„๐ŸŒˆ

So, let's face it together. Embrace the challenge, chase the change, and let's see how far we can take your business. DM us or visit our website to get started. Let's grow together! ๐ŸŒฑ๐Ÿš€"

06/03/2023

ANNOUNCING!!! Debt Management Services.
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Let's face it, debt can sometimes be a dirty little secret of the insurance industry. But it doesn't have to be. We'd love to help you get your agency back on track! DM us for a customized quote!

13/06/2022

Happy Monday!

Mondays are for dialing! With that being said, we know that some of our agents are at training events and some are on the phones... however, we believe that either of those actions will help to set them up for huge days in the field serving families! It's important in "this business" to have a "servant's heart!"

07/06/2022

We blinked and an entire month went by! We've been so busy at the Virtual Desk - we got silent. We are still here just so busy working behind the scenes on new service offerings for existing clients and new clients alike!

02/05/2022

We're back...did you miss us? We're looking to add new clients and additional projects to our roster. What are your goals for the month of May?

06/04/2022

Meetings are necessary! Some of our clients love to start their week with a weekly check in. Some like a mid-week chat and yet others prefer an end of week wrap up.

It doesn't matter to us when you schedule it, we just know and appreciate how much smoother things run when we have that weekly check in.

05/04/2022

We know Rome wasn't built in a day BUT how can you onboard new agents properly if you don't keep up with where they are in their journey?

Would you like to know how? Let's chat!

04/04/2022

We whole-heartedly believe that it's the little things that make you stand apart from everyone else in the crowd.

It's not enough for us to just send a video to new agents that we work with.

We take the extra time to make that phone call, send an encouraging or funny meme throughout the day, and let new agents know that we are here for them throughout their entire onboarding journey!

Sometimes, that's all they need to push them over the finish line!

01/04/2022

We're not April Fooling you when we say that an Insurance Agency is not built overnight!

We're not pranking you either when we say that the investment you make in hiring a VA team with experience in working with debt management, client onboarding - contracting, and customer retention will pay you back double plus overtime!

We're confident in the approach we take with helping producers build.

28/03/2022

Happy Monday! Don't let these 3 reasons keep you from re-investing the way you should in your business!

24/03/2022

The team members that make up Virtual Desk have such a diverse makeup while coming from all different types of backgrounds- we are Boutique Owners, Sous Chefs, Marketing Associates in Global Embassies and Corporate America, but the one thing we all have in common is that all of us have family!

Every day that we wake up we are so incredibly grateful that we get to work for ourselves in a career that allows us to serve others while continuing to build a legacy for ourselves, our children and our families as well.

23/03/2022

It's what we do best - we take the stress out of marketing, recruiting, onboarding, contracting, and debt management so you can focus on serving families out in the field. Don't believe us...just watch ;)

22/03/2022

We offer virtual assistant services to clients within all business industries but we choose to offer a niche service to insurance agents and agencies because we felt like they were being underserved. We are proud to offer agents a very specialized skill-set in marketing and recruiting, onboarding, contracting, and debt management.

21/03/2022

Happy Monday! We're excited to be starting an amazing work week with our agents.