Industries

Assistants who already know your industry

An industry virtual assistant from AssistBPO already knows the tools, the rules and the weekly rhythm of your sector. 22 industry pods from real estate, clinics and law firms to trades, e-commerce, SaaS and nonprofits.

Each pod page lists the tasks, the roles you can hire, the software, the compliance rules and the KPIs for that industry, and links to 12 service pages written for it.

Healthcare and care

Medical & dental practices

A medical virtual assistant from AssistBPO is a HIPAA-trained, employed staff member who handles scheduling, hygiene and wellness recalls, eligibility verification, prior authorizations and referral coordination inside your practice management system, under a BAA and in your clinic hours.

Roles: Medical scheduler, Insurance verification specialist, Prior authorization specialist, Medical receptionist

With SS Support Network, HIPAA-trained staff and a BAA

Home care & NEMT agencies

A home care virtual assistant from AssistBPO is a HIPAA-trained, employed coordinator who handles client intake, caregiver scheduling, call-outs and open shifts, EVV exceptions and NEMT trip intake and dispatch in your agency hours, under a BAA.

Roles: Home care intake specialist, Caregiver scheduler, NEMT dispatcher, Agency line receptionist

With SS Support Network, HIPAA-trained staff and a BAA

Property and real estate

Real estate agents & teams

A real estate virtual assistant from AssistBPO is a named, employed assistant who runs transaction coordination, listing coordination, ISA follow-up, MLS admin and showing scheduling for agents and teams, in your hours.

Roles: Transaction coordinator, Listing coordinator, Inside sales agent (ISA), Appointment setter

Mortgage brokers & lenders

A mortgage virtual assistant from AssistBPO is a named, employed assistant who keeps your loan pipeline moving: collecting borrower documents, updating loan status in Encompass or Arive, chasing conditions, confirming appointments and answering the phone in your hours.

Roles: Loan processing assistant, Receptionist, Appointment setter, Data entry specialist

Construction & development

A construction virtual assistant from AssistBPO is a named, employed assistant who runs bid administration, submittal and RFI logs, subcontractor and vendor communication, lien waiver chasing and permit tracking for contractors and developers, in your hours.

Roles: Project coordinator, Bid coordinator, Submittal and document control assistant, Construction administrative assistant

Professional services

Law firms

A legal virtual assistant from AssistBPO is a named, employed assistant who runs client intake, conflict checks, calendaring, e-filing prep, document management and billing entry for law firms, in your hours.

Roles: Legal intake specialist, Legal virtual assistant, Law firm receptionist, Legal data entry specialist

Insurance agencies

An insurance virtual assistant from AssistBPO is a named, employed assistant who runs policy servicing, quoting support, certificates of insurance, renewal prep and claims first notice for independent agencies, in your hours.

Roles: Insurance CSR, Insurance virtual assistant, Policy data entry specialist, Agency receptionist

Accounting & bookkeeping firms

A virtual assistant for accountants from AssistBPO is a named, employed practice assistant who runs client onboarding, chases missing documents, keeps the deadline calendar, answers the phone in tax season and handles the admin your partners should not be doing.

Roles: Client onboarding specialist, Practice administrator, Receptionist, Data entry specialist

With LedgerBPO for the books

Financial advisors & wealth firms

A financial advisor virtual assistant from AssistBPO handles client service admin, review scheduling, paperwork preparation and CRM upkeep in Redtail, Wealthbox or Salesforce so advisors spend their day with clients rather than chasing signatures.

Roles: Client service administrator, Client line receptionist, Advisor's executive assistant, CRM data specialist

Coaches, consultants & creators

A virtual assistant for coaches from AssistBPO is a named, employed assistant who runs discovery call scheduling, client onboarding, course and community admin, launch task lists and podcast production support, in your hours.

Roles: Coaching virtual assistant, Executive assistant to the founder, Community manager, Podcast producer

Trades, transport and field work

Trades & home services

A virtual assistant for contractors from AssistBPO is a named, employed CSR who answers your phones, books jobs on the board, follows up on open estimates and requests Google reviews inside ServiceTitan, Jobber or Housecall Pro, in your hours.

Roles: Home services CSR, Dispatcher, Receptionist, Appointment setter

Transportation & logistics

A logistics virtual assistant from AssistBPO runs the paperwork and phones behind your trucks: carrier packets, rate confirmations, proof-of-delivery chasing, invoice packets, driver document renewals and the main line, in your hours.

Roles: Fleet administrative assistant, Dispatcher (with TransportBPO), Main-line receptionist, TMS data entry specialist

With TransportBPO for dispatch and fleets

Commerce, software and marketing

E-commerce brands

An ecommerce virtual assistant from AssistBPO is a named, employed assistant who runs the daily operations of your store: support tickets in Gorgias or Zendesk, WISMO and returns, listings and catalog updates in Shopify and Amazon Seller Central, supplier and 3PL follow-ups, and Klaviyo segments, in your hours.

Roles: E-commerce assistant, Amazon specialist, Customer support agent, Live chat agent

SaaS & startups

A startup virtual assistant from AssistBPO is a named, employed assistant who runs tier 1 support, sales admin, onboarding call scheduling, renewals prep and the operations work a small team keeps dropping, in your hours.

Roles: Support agent, Live chat agent, Operations coordinator, SDR support

IT & MSPs

MSP help desk outsourcing from AssistBPO gives your service desk named level 1 technicians, ticket dispatchers and onboarding administrators who work inside ConnectWise, Autotask, Zendesk or Freshdesk in your hours, with an after-hours NOC line behind them.

Roles: Level 1 help desk technician, Ticket dispatcher, Service desk agent, Onboarding administrator

Marketing agencies

A virtual assistant for agencies from AssistBPO takes account coordination, monthly reporting, content operations and the client inbox off your account managers so they can spend their hours on strategy and client relationships.

Roles: Account coordinator, Agency owner's assistant, White-label social manager, Content operations writer

Community, education and lifestyle

Nonprofits & churches

A nonprofit virtual assistant from AssistBPO takes the donor admin, event logistics, communications and office phones off a small staff so program people can run programs.

Roles: Nonprofit administrative assistant, Office receptionist, Donor database specialist, Communications assistant

Education & tutoring

A virtual assistant for tutors, learning centers, private schools and course providers from AssistBPO handles enrollment paperwork, session scheduling, parent communications, tutor rosters and student records, in your hours and with FERPA-aware handling of anything about a student.

Roles: School and tutoring administrative assistant, School office receptionist, Enrollment coordinator, Student and parent support agent

Fitness, salons & spas

A salon receptionist service from AssistBPO is a named, employed booking desk that answers your phone, fills the appointment book, manages memberships and reminders, and cuts no-shows for salons, spas, gyms and studios, in your hours.

Roles: Booking desk receptionist, Client services representative, Retention caller, Client records assistant

Sister brands

Who staffs healthcare, transport and accounting desks?

AssistBPO is one of four brands of SS Support Network LLC. Medical, dental and home-care front desks are staffed with SS Support Network, the group's healthcare BPO, by HIPAA-trained staff under a BAA. Dispatch and fleet desks run with TransportBPO, which has answered phones for ground-transportation operators since 2020. Admin for accounting firms hands the books themselves to LedgerBPO. You still get one named assistant, one backup and one team lead; the sister brand brings the industry procedures.

Inside every pod

What are the 12 services in every industry pod?

Every pod has its own page for each of these services, with the tasks, KPIs and a scenario specific to that sector rather than a generic description.

  1. Virtual assistant
  2. Virtual receptionist
  3. Appointment scheduling
  4. Customer support
  5. Email management
  6. Calendar management
  7. Data entry
  8. Appointment setting
  9. CRM management
  10. Social media assistant
  11. After-hours answering
  12. Client intake

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Next step

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