CIII Insurance Services is ready to transition into a more equitable & online-friendly outsourcing business model.
Thank you for the opportunity to submit a proposal to your team. Please review the information below. - Kevin 
Project Goals

Hire 4 virtual assistants to lighten the team workload. Each VA will have a different responsibility. 

1 VA will market CIII Insurance Services on Linkedin and Facebook. This VA will also create newsletters for current clients in Mailchimp. The goal will be to drive leads to the website in order to acquire personal lines and commercial lines.

Position Title: Marketing Assistant

$3.50/hr for 30 hours a week.

Status: Filled by Russell Chavez

1 VA will handle the underwriting process and bind quotes for qualified leads. This person will also create training for other VAs.

Position Title: Assistant Underwriter

$5/hr for 40 hours a week.

Status: Filled by Russell Chavez

1 VA will handle insurance bookkeeping & data entry within the agency management system. 

Position Title: Assistant Bookkeeper

$3.50/hr for 30 hours a week.

Status: Job Posting is live

1 VA will assist leads by helping them properly fill out their applications on zoom. This person will ensure everything is filled out properly before requesting a signature in docusign and sending completed applications to the VA underwriter. 

Position Title: Customer Service Representative 

$3.50/hr for 30 hours a week.

Status: Job Posting is live

Project Timeline

Day 1-5: VA Onboarding. Total of $15/hr of outsourced labor for 3 VA's.

Day 7-30: Process optimization using google forms, docusign, excel, google sheets, and Zapier

Day 30-Ongoing: Monthly zoom check-ins with Kevin

Book Your Free Strategy Call
We're a Good Fit When...
You Need One-Stop Digital Marketing Solutions For Your Business

In order to scale your business you need a qualified digital marketing team to build your website, train you to revise it yourself, and teach you how to grow your business online so you can focus on serving your clients.

You Want To Spend Your Time Helping Others & Creating Authentic Change

You spend most of your time taking care of your community & your team but who is taking care of YOU and helping YOU grow your business online? It's time to delegate and partner with the right people to help you grow your business online.

You Don't Have Time Or The Skills To Grow Your Business Online

You're growing fast and you simply don't have the time to continually optimize your digital products, website, or Social Media Ads anymore. We won't just take over your accounts, our team will equip you with tools to run your business more effectively. 

We Developed 2 Customizable 
One-Stop Solutions

Both package solutions include flexible payment plans and 24/7 remote customer service. Prices below include all discounts or upgrade discounts. You have already paid separately for your PPT, grant proposal and communications plan.

*BOTH PACKAGES BELOW CAN BE ADJUSTED

PACKAGE A

$5,000 upfront

Contract already signed | You pay your VA's directly

3 onboarded VA's at $1,500 per VA​ | You handle payments and managing your VA's

All Approach Business Support 

-Digital Marketing strategy audit & recommendation

- Online Business Processes audit & recommendation

- Two 1-hour consultation calls with Kevin Miller during month 1

Linkedin Profile Optimization for Cecil Collins

1-hour video call coaching sessions with our founder Kevin Miller every week for 90 days.

$5,000 

PACKAGE B

$5,400 upfront

Contract already signed | We pay your VA's directly

3 onboarded VA's at $1,500 per VA​ | We handle payments and managing your VA's for $200/month

All Approach Business Support 

-Digital Marketing strategy audit & recommendation

- Online Business Processes audit & recommendation

- Two 1-hour consultation calls with Kevin Miller during month 1

Linkedin Profile Optimization for Cecil Collins

1-hour video call coaching sessions with our founder Kevin Miller every week for 90 days.

$5,400 

+ $200/month

Ready To Work With Us?

Learn About Our Referral Program

Want to get paid to refer your network to All Approach? We have over 15+ active clients and what makes us special is that ​we deliver the right product at an equitable price.​ Which is why a lot of small business owners want to work with us. We choose who we work with. We only work with brands who want to help others in a positive way.

Contact Info

425-318-4258

Marysville, Washington

Open M-F 9-4 PM PST

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