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FRACTIONALATM

What if you had the perfect person, perfectly executing the perfect play

in all functions in your agency…what could you achieve then?

We offer fractional team members to fill whatever gap you wish to delegate in
your agency to free up your team to focus on your priorities

We are now offering Fractional Customer Service Reps to replace services that

have recently been made ‘non-compliant’ with your insurance company




Fractional CSR (Customer Service Rep)




✅ Employee in Your Agency




✅ Compliant with Insurance Company




✅ Fully Licensed




Daily Customer Service




📞 Call Answer Rate 90-100%




✅ Full Access to ECRM




🗒️ Follow Up Notes in ✅ ECRM




✅ Can tag your team 🧑🏼‍💻 in ECRM




✅ Can work voicemails




✅ Can log customer interactions in ECRM




✅ Can Take Payments 💰




✅ Can fully handle customer inquiries




✅ Can access and send documents




Sales Support




✅ Can gather sales information for sales team




✅ Can create ECRM accounts for prospects




✅ Can create opportunities and sales tasks




BONUS:




✅ Can do a +1 on Every Call






Receptionist By The Minute Services




❌ Outsource Call Center




❌ Non Compliant




❌ No License




Daily Customer Service




📞 Call Answer Rate 100% (?)




❌ No Access to ECRM




❌ Follow Up Notes as emails ✉️




❌ Can’t interact with your team🧑🏼‍💻




❌ Can’t work voicemails




❌ Can’t log customer interactions




❌ Can’t Take Payments




❌ Can only take memos, not handle customer inquiries




❌ Can’t access and send documents




Sales Support




❌ Can’t gather sales information for sales team




❌ Can’t create ECRM accounts for prospects




❌ Can’t create opportunities and sales tasks




❌ NO BONUS:




JOIN THE WAITLIST BELOW



© FractionalATM 2024