Virtual Receptionists for Finance and Insurance Companies


What Finance and Insurance Companies Need

As a finance and insurance expert, you’re busy educating clients about benefits and protections, strategizing the best financial moves for businesses and companies, offering helpful market insights, and protecting families and retirees’ financial futures.

And while you’re busy making sure that your clients’ retirement plans are locked down, ensuring the security of retirement and health plans, getting loan approvals for individuals so they can go after their business dreams, or helping students manage and pay for their student loans, you need a great team of receptionists to help you communicate better, faster, and more professionally!

How Gabbyville Can Help Finance
and Insurance Companies

You’re a precise and perceptive finance and insurance expert — and ensuring the financial security, stability, and independence of your clients are your ultimate priority. And while you’re busy creating a more financially reliable future for your clients, allow Gabbyville’s top-of-the-line virtual receptionists to build great rapport with your clients, contractors, and employees!

While you’re working on financial statements, and resolving your clients’ financial dilemmas, you’d need reliable, professional virtual receptionists who would work as hard as you — from beyond your office’s walls!

Because our professional virtual receptionists work remotely, you will save a considerable amount of money — which is right on the money for someone like you! On top of that, you won’t have to worry about your receptionist calling out. We guarantee that all calls will be answered all the time!

Our professional virtual receptionists work wonders to complement you and your finance and insurance company as they promptly and cheerfully tend to all calls. No more missed calls, no more missed opportunities!

What finance and insurance companies need are virtual receptionists who work as hard as they do, who are highly experienced in dealing with clients and professionals of all kinds!

Check out how Gabbyville’s virtual receptionists work from outside your office to make it the best it could be!

Professional, polite and cheerful call-handlers

Our Gabbonistas’ professional, cheerful, and well-spoken manner of conversing over the phone is guaranteed to win over your clients and answer all basic questions about your business. From first-time callers calling to inquire about your services to your regular clients, our virtual receptionists will make them feel like royalty all the time!

No missed calls (and clients) guaranteed.

With Gabbyville, all your calls are answered — all the time. You won’t have to worry about missing clients and inquiries anymore, especially when you’re busy finding the best financial solutions for your clients!

All calls get screened and connected to the right people, always.

Let our Gabbonistas interact with and screen callers efficiently and patiently. By getting Gabbyville, we’ll make sure that all calls get the right attention, always. Building strong and lasting relationships via meaningful over-the-phone service ranks high in our order of priorities at Gabbyville!

Detailed message-taking and fast delivery times

Our Gabbonistas will make sure that you get the full, correct details of any and all calls, always. Masters of message-taking, our Gabbonistas are great listeners and know which questions to ask for you. We’ll deliver all messages via email or SMS so you can get it instantly. We deliver fast, for no extra charge!

Accurate scheduling and booking of appointments

Our Gabbonistas can work with any scheduling software (such as Timetrade, SetMore, Google Calendar, Outlook and more) to schedule all your appointments promptly. Spend your time expanding your clientele and your business, and we’ll happily take care of the tedious tasks behind it.


Are you ready to build a better business?

Get Gabbyville FREE for 14 days today!

Why Finance and Insurance Companies Need Gabbyville’s Receptionists

We are top-notch conversationalists!

Gabbyville’s receptionists for finance and insurance companies are known for their professional and courteous communication skills, which will only make your company build a great reputation with clients of different types, accountants, taxation specialists, finance analysts, consultants and your very own employees! Our Gabbonistas are also great at communicating with you and your team via email and text.

We know the finance and insurance lingo by heart!

We understand that finance experts communicate with their clients and colleagues constantly. This is why our Gabbonistas are trained on basic finance lingo to make sure that our calls are professional and are also efficient, to save you money. From carrying confident conversations about credits, commodities, profit and loss, and so much more, you can count on our trusty Gabbonistas to speak positively and knowledgeably to your clients.

Our transcription skills are simply spectacular!

Our virtual receptionists not only have super fast typing speeds, but they also have strong listening, grammar, spelling, and overall vocabulary skills to ensure that all important client and peer conversations over the phone are tended to professionally, at all times. We know how important accurate transcriptions are for construction experts, as the efficiency and productivity of your services rely on accurate information received from your amazing clients and contractors alike. This is why we make sure that our transcription skills are second to none!

We are superior schedulers!

Our services cover the skillful scheduling of your callers into confirmed appointments within minutes! Our virtual receptionists are trained to be savvy with different types of scheduling software and programs to help keep your scheduling system in tip-top shape! We’ll schedule clients on your preferred days and hours, make confirmation calls upon your request, make sure to promptly inform you of any and all changes, adjustments, and cancellations, and calendar in important (very important) due dates.

Treat your Gabbonista as your own personal receptionist! This means that your Gabbonista will handle both inbound and outbound phone calls for you.
You can easily communicate with your Gabbyville receptionist by phone, email, or text.

For example, you may simply send a text to your Gabbonista to call Mr. Smith regarding emailing documents you’d need to get his loan processed, while you’re about to step in a meeting with a different client, saving you precious time and money!

All inbound and outbound phone calls are simply deducted from the same monthly pool of minutes!

Check out our handpicked list of helpful links

Are you ready to build a better business?

Get Gabbyville FREE for 14 days today!