Virtual staff for your insurance firm.

Appointment Setter Recruiter Social Media Manager Branding Website Developer

CONTACT US

TESTIMONIALS

What our clients say about us?

Shadi Gharfeh

Jermaine Clifford

Laura Vazquez

Collin McFarland

Matthew Borsh

Travis Vincent

WHAT WE DO

APPOINTMENT SETTING

MANAGE CRM

Buying leads in CRM. Extracting leads through PDF and Excel file. Updating leads status

BOOK APPOINTMENTS

Book qualified home appointments. Virtual / Telesales appointments via Phone or Zoom

MANAGE CALENDAR

Booking appointments properly based on geography. Attaching lead form for client’s reference

DATA ENTRY

Encoding information & converting from PDF to excel file. Uploading data to dialing applications.

RECRUITMENT

LEAD GENERATION

Recruiting agents using social media platform like Facebook, Instagram and Linkedin

CLIENT SUPPORT

Assist licensed and unlicensed agents to enroll in pre licensing course, booking state exam, new agent training and more.

TRACK & UPDATE LEADS

Track and update leads status in CRM like Monday.com or GoHighLevel

INTERVIEW BOOKING

Book initial and final interview with the hiring manager through Calendly or google calendar.

SOCIAL MEDIA EXPERTS

VIDEO EDITOR

Experts to help you create video contents, edit existing video and create original video footages for your business.

CONTENT WRITER

Content writers to help you create your contents specifically and originally for your business needs.

GRAPHIC DESIGNER

An experts that will help you create marketing collaterals and social media posts.

WEBSITE DEVELOPER

Professional website designer to help you create the face of your business online.

WHO WE ARE

We are a group of reliable and dedicated virtual assistants who has solid experience in outsourcing appointment setting, customer management and anything in between thats taking time away from you to run your business.

MISSION

To connect with talented, well trained and skilled virtual assistants that will outsource appointments setting and other business processes. We provide unmatched service that will allow you to spend more time with clients, focus on your business growth and do what you enjoy the most.

VISION

We are number one choice for insurance agents, real estate agents and other self employed professionals around us. We create strategic partnerships and maintain relationship with our existing clients by bringing results everyday.

CONTACT US

Virtual Assistance Done Right

We Call You Close is built to support businesses in full capacity. Our highly-trained team and fully-equipped operations provide business owners valuable resources that cost less but contribute more to their business.

Reach us now.

Email us at info@wecallyouclose.com or fill out the form below.

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