About me
Devers wanjiku
I’m an Insurance Virtual Assistant dedicated to helping insurance professionals streamline their daily tasks and improve client satisfaction.
I provide reliable support with policy management, client communication, scheduling, and administrative duties so you can focus on growing your business. With strong organizational skills, attention to detail, and a client-focused approach, I ensure smooth and efficient operations every step of the way.
what I can do for you
As an Insurance Virtual Assistant, I help agents and brokers streamline policy management, claims processing, client communication, CRM updates, lead generation, and administrative tasks to save time and improve client satisfaction.
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
Discover My VA Journey
My journey as a Virtual Assistant began with a passion for helping businesses stay organized and run smoothly. Over time, I’ve developed the skills to handle a wide range of administrative and client support tasks with professionalism and care. Today, I specialize in providing reliable support to insurance professionals, combining strong organization, clear communication, and a client-focused approach to deliver real results.
4. Today & Beyond
4. Today & Beyond
4. Today & Beyond
3. Stepping Into Insurance
3. Stepping Into Insurance
3. Stepping Into Insurance
2. Building Skills
2. Building Skills
2. Building Skills
1. Getting Started
1. Getting Started
1. Getting Started
My Tech Stack
I use CRM systems to manage client records and policies, admin tools to organize documents and reports, communication platforms to stay connected, and task management apps to keep workflows on track.
Insurance Operations Software
I manage client data, update policies, track renewals, and streamline workflows.
Insurance Operations Software
I manage client data, update policies, track renewals, and streamline workflows.
CRM Tools
I use CRM systems to manage client records, track leads, update policies, and ensure smooth communication between agents and clients.
CRM Tools
I use CRM systems to manage client records, track leads, update policies, and ensure smooth communication between agents and clients.
Project Management Tools
I track deadlines, organize projects, and ensure smooth task management.
Project Management Tools
I track deadlines, organize projects, and ensure smooth task management.
Quoting & Policy Tools
I generate quotes, compare rates, and assist in preparing accurate policy documents.
Quoting & Policy Tools
I generate quotes, compare rates, and assist in preparing accurate policy documents.
Document Management
I organize, edit, and securely share policy files, contracts, and agreements.
Document Management
I organize, edit, and securely share policy files, contracts, and agreements.
Reliable Virtual Support
My process combines organization and attention to detail to streamline operations, manage policies and claims, and deliver reliable solutions that help businesses serve their clients better.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
Hi
Hi
Hi
Let's work together
Let’s build something impactful together.
https://wa.me/254701653280?text=Hi%2C%20I%20would%20like%20to%20know%20more
New release
Preview
About me
Devers wanjiku
I’m an Insurance Virtual Assistant dedicated to helping insurance professionals streamline their daily tasks and improve client satisfaction.
I provide reliable support with policy management, client communication, scheduling, and administrative duties so you can focus on growing your business. With strong organizational skills, attention to detail, and a client-focused approach, I ensure smooth and efficient operations every step of the way.
what I can do for you
As an Insurance Virtual Assistant, I help agents and brokers streamline policy management, claims processing, client communication, CRM updates, lead generation, and administrative tasks to save time and improve client satisfaction.
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
Discover My VA Journey
My journey as a Virtual Assistant began with a passion for helping businesses stay organized and run smoothly. Over time, I’ve developed the skills to handle a wide range of administrative and client support tasks with professionalism and care. Today, I specialize in providing reliable support to insurance professionals, combining strong organization, clear communication, and a client-focused approach to deliver real results.
4. Today & Beyond
4. Today & Beyond
4. Today & Beyond
3. Stepping Into Insurance
3. Stepping Into Insurance
3. Stepping Into Insurance
2. Building Skills
2. Building Skills
2. Building Skills
1. Getting Started
1. Getting Started
1. Getting Started
My Tech Stack
I use CRM systems to manage client records and policies, admin tools to organize documents and reports, communication platforms to stay connected, and task management apps to keep workflows on track.
Insurance Operations Software
I manage client data, update policies, track renewals, and streamline workflows.
Insurance Operations Software
I manage client data, update policies, track renewals, and streamline workflows.
CRM Tools
I use CRM systems to manage client records, track leads, update policies, and ensure smooth communication between agents and clients.
CRM Tools
I use CRM systems to manage client records, track leads, update policies, and ensure smooth communication between agents and clients.
Project Management Tools
I track deadlines, organize projects, and ensure smooth task management.
Project Management Tools
I track deadlines, organize projects, and ensure smooth task management.
Quoting & Policy Tools
I generate quotes, compare rates, and assist in preparing accurate policy documents.
Quoting & Policy Tools
I generate quotes, compare rates, and assist in preparing accurate policy documents.
Document Management
I organize, edit, and securely share policy files, contracts, and agreements.
Document Management
I organize, edit, and securely share policy files, contracts, and agreements.
Reliable Virtual Support
My process combines organization and attention to detail to streamline operations, manage policies and claims, and deliver reliable solutions that help businesses serve their clients better.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
Hi
Hi
Hi
Let's work together
Let’s build something impactful together.
https://wa.me/254701653280?text=Hi%2C%20I%20would%20like%20to%20know%20more
New release
Preview
About me
Devers wanjiku
I’m an Insurance Virtual Assistant dedicated to helping insurance professionals streamline their daily tasks and improve client satisfaction.
I provide reliable support with policy management, client communication, scheduling, and administrative duties so you can focus on growing your business. With strong organizational skills, attention to detail, and a client-focused approach, I ensure smooth and efficient operations every step of the way.
what I can do for you
As an Insurance Virtual Assistant, I help agents and brokers streamline policy management, claims processing, client communication, CRM updates, lead generation, and administrative tasks to save time and improve client satisfaction.
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
1. Administrative Support
Calendar & email management to keep your schedule organized
Document preparation (policies, reports, contracts)
File and data organization for easy access
Meeting coordination and reminders
2. Policy & Claims Support
Assist with policy renewals and updates
Prepare and manage claims documentation
Track claim status and follow up with providers
Ensure accuracy in policy details and client records
3. CRM & Data Management
Update client information in CRMs like HubSpot, Zoho, Salesforce
Track leads, policies, and claims efficiently
Generate organized client and sales reports
Ensure data accuracy and confidentiality
4. Lead Generation & Research
Identify new prospects
Research client needs and industry trends
Build organized lead lists for follow-up
Support marketing campaigns with targeted data
Discover My VA Journey
My journey as a Virtual Assistant began with a passion for helping businesses stay organized and run smoothly. Over time, I’ve developed the skills to handle a wide range of administrative and client support tasks with professionalism and care. Today, I specialize in providing reliable support to insurance professionals, combining strong organization, clear communication, and a client-focused approach to deliver real results.
4. Today & Beyond
4. Today & Beyond
4. Today & Beyond
3. Stepping Into Insurance
3. Stepping Into Insurance
3. Stepping Into Insurance
2. Building Skills
2. Building Skills
2. Building Skills
1. Getting Started
1. Getting Started
1. Getting Started
My Tech Stack
I use CRM systems to manage client records and policies, admin tools to organize documents and reports, communication platforms to stay connected, and task management apps to keep workflows on track.
Insurance Operations Software
I manage client data, update policies, track renewals, and streamline workflows.
Insurance Operations Software
I manage client data, update policies, track renewals, and streamline workflows.
CRM Tools
I use CRM systems to manage client records, track leads, update policies, and ensure smooth communication between agents and clients.
CRM Tools
I use CRM systems to manage client records, track leads, update policies, and ensure smooth communication between agents and clients.
Project Management Tools
I track deadlines, organize projects, and ensure smooth task management.
Project Management Tools
I track deadlines, organize projects, and ensure smooth task management.
Quoting & Policy Tools
I generate quotes, compare rates, and assist in preparing accurate policy documents.
Quoting & Policy Tools
I generate quotes, compare rates, and assist in preparing accurate policy documents.
Document Management
I organize, edit, and securely share policy files, contracts, and agreements.
Document Management
I organize, edit, and securely share policy files, contracts, and agreements.
Reliable Virtual Support
My process combines organization and attention to detail to streamline operations, manage policies and claims, and deliver reliable solutions that help businesses serve their clients better.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
01.
Insurance Operations
I help streamline everyday insurance tasks, making processes more efficient and ensuring clients receive timely and accurate support.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
02.
Policy & Claims Support
I assist with preparing quotes, processing renewals and endorsements, and supporting clients through claims, ensuring clear communication and smooth handling.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
03.
CRM & Data Management
I manage client information in CRM systems, keep policy data up to date, and track renewals to maintain accurate records and organized workflows.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
04.
Lead Generation & Research
I research potential clients, manage outreach efforts, and support the sales pipeline to help agencies grow and retain their customer base.
Hi
Hi
Hi
Let's work together
Let’s build something impactful together.
https://wa.me/254701653280?text=Hi%2C%20I%20would%20like%20to%20know%20more
New release
Preview