Financial Service
28 Aug Virtual Assistants
Outsourcing Dental Insurance Verification: Boost Efficiency and Accuracy
Outsourcing dental insurance verification means a specialized team confirms each patient’s coverage, benefits, deductibles, and limits before treatment, so your office runs faster and makes fewer billing mistakes. It reduces time spent on insurer phone calls and helps prevent claim denials. For example, the verifier can confirm whether a crown needs pre-authorization and what the … Continued
24 Sep Virtual Receptionists
Call Answering Service for Financial Advisors | Virtual Receptionists
In financial planning, every missed call can mean a lost client. Providing prompt, professional service builds trust and drives growth. Virtual receptionists help firms improve customer service, streamline tasks, and increase profits, all of which contribute to a healthier financial situation. These receptionists do more than answer calls—they become part of your team. They manage … Continued
10 Jun Financial Service
Website with Live Chat: A Little Story About CPA Beauford, Told in GIFs
This is a story about how website with live chat made one man very happy. Beauford was having a busy Monday. It all started, as it usually does, with an alarm clock. (Beauford was an old-fashion kind of guy and liked to use an old-fashion alarm clock. None of that new generation mumbo-jumbo) And so … Continued
12 Jun Live chat
Advantages of Live Chat for Your Accounting Practice
Incorporating live chat into your accounting practice transforms your business by improving client communication, boosting productivity, and providing a competitive edge. Real-time interaction allows for quick responses, offering better service than phone calls or emails. This enhances client satisfaction and streamlines workflows, making your practice more efficient. Understanding Live Chat and Its Importance in Accounting … Continued