Virtual Assistant for Your Aflac Business

About Us

With nearly thirty years of experience, we’re experts in helping to perfect the details and staying on top of all of the tasks. We exist to help so that you can continue to grow within your business with added peace of mind knowing that all of the “back end” actions are being completed. Our clients are intensely busy professionals who depend on us to help make their day successful and peaceful.
Small team. Big help.

Pended Business

We check pended business for applications that need corrections and applications that are about to close out due to no response every Monday, Wednesday and Friday. We download the apps that need corrections, make the corrections and fax back to New Business. We then follow the app to make sure issues are resolved.

Voicemails

Any voicemail can be forwarded to us for review and handling.

Claims

• We can help policyholders file their claims online, check on the statuses, and can help explain additional information they may need to get from the providers, etc.
• We check the status of claims daily for denied and pending claims and call those individuals to see if they need assistance.
– Once we have filed the claim or assisted, they go on our watch list and we follow the claim until it is completed.

Emails

You can forward us all emails that you will need administrative assistance with. We can help handle all claims and account issues such as questions about invoices, removing someone from an invoice, deduction summaries, help setting up online accounts, etc.

At-Risk Accounts

We run weekly reports and keep track of accounts that are about to lapse. We help ensure account contacts are able to pay their bills and understand the online system. When possible, we help contacts schedule reoccurring payments, or help them pay online.

Policy Retention

When we are asked to remove an employee from an account for any reason, we will follow-up on that action by calling that policyholder and offer to help them protect their policies and maintain their coverage on a direct basis.

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The details listed within this website are for informational purposes for agent and broker-facing audiences. This information is not approved to distribute to prospective insureds, to prospective accounts, or to use as a solicitation. Misrepresenting this, or any, information to solicit or induce an insured to lapse, forfeit, or surrender an insurance policy is prohibited by law. Any use not specifically permitted herein is strictly prohibited. Aflac includes Aflac and/or Aflac New York. N2100329 EXP 8/22