BlocBoss Virtual Assistant will keep you on track. We will upload and maintain commission statements. Commission tracking and reporting to ensure book-of-business retention and future growth. Create rate tables, payees, and commission statement import maps.
You are only as good as the integrity of your data. We will ensure your clients personal information and policies are set up correctly, handle importing and exporting, data cleanup, and daily maintenance.
We specialize in optimizing AgencyBloc services in areas such as email marketing, workflow automation strategy, and operations. We work closely with our clients to understand their goals and challenges, and develop outreach and marketing solutions that address their specific needs. Our approach is collaborative, transparent, and results-driven.