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SCHEDULE A CALL

HEY LIFE INSURANCE AGENTS…

Get out there— and just sell

We’ll remove all non-income-generating tasks off your plate.

With a personal, New York-based office manager to free you up— so you can ‘sell’ every minute of every day.
SCHEDULE A CALL

We'll streamline your
sales processes

Respond to your
customer's request

Handle all your
office work

AS A LIFE INSURANCE AGENT…

We know what's stopping you from selling...

  • Wasting time doing tedious tasks that don’t generate income
  • Not meeting enough prospects to earn your targeted commissions
  • No one to keep you accountable when procrastinating
  • Customers waiting too long for answers to their questions
  • Too many leads cancelling too many appointments
  • No plan for achieving your financial goals
Ah, but your dedicated office manager will see that happens no longer.
SCHEDULE A CALL
Ready for relief from having to do everything yourself?

WE ALSO KNOW YOU WANT TO…

Spend zero time doing office work…

…and full-time meeting clients. We’ll handle everything in the office while you’re out in the field.

Just sell

Focus solely on tasks that
generate commissions

Monthly planning

Know how much to make each month to afford your chosen lifestyle

Pro scheduling

Know your appointments
will be scheduled &
confirmed for you

Pre-sales support

Trust an expert to follow up,
close & finalize new client
sales

Post-sales support

We’ll manage all the
tedious post-sales activities
& paperwork

Keep your earnings

No more client policies
lapsing—so you’ll keep your
earned commissions

SCHEDULE A CALL
Let us keep all your licenses renewed & current— by doing the paperwork for you.

WHAT ABOUT AT HOME?

To free you up (even) more…

…want guidance for your personal budgets & finances? Many of our customers do. Here’s how we can help…

  • Create a spending plan
  • Pay your personal bills
  • Book your flights to conferences & meetings
  • Help plan for your savings, investments & taxes
  • Work with your accountant to prepare taxes
  • Meet family obligations (paying loans, tuitions, allowances, etc)

GET STARTED TODAY

Imagine no longer being tethered to your desk

Let your dedicated office manager be (fully) responsible for handling all your office work.

Schedule a call

Meet to learn more ∙ Identify your pains ∙ Determine your weekly rate

Run your office

Assign dedicated office manager ∙ Set & meet your goals ∙ Review progress quarterly

Just sell

Stay focused ∙ Stay motivated ∙ Stay affluent
SCHEDULE A CALL
Like the idea of no more excuses to prevent you ‘from selling?’

ABOUT US

I watched too many talented people get dragged into the day-to-day.

People who excelled at sales but floundered in the office after starting their own business.
  • ✘ Doing too many tasks outside their core skills
  • ✘ Doing more desk work & less billable work
  • ✘ Struggling to keep the office running effectively
And… scrambling to make ends meet each month.
I come from the world of finance & saw lots of freelancers doing desk work vs. using their best skills. I decided to make it my business to help agents be the best versions of themselves…

By. Just. Selling.

  • ✓ Ready for an expert to remove all obstacles from selling?
  • ✓ Ready to delegate everything else who will do it right?
  • ✓ Ready to never be dragged back into the office again?
SCHEDULE A CALL
Ready to do more of what you were born to do?

Joel Breuer
Founder of Oxford Admin Services

I come from the world of finance & saw lots of freelancers doing desk work vs. using their best skills. I decided to make it my business to help agents be the best versions of themselves…

By. Just. Selling.

  • ✓ Ready for an expert to remove all obstacles from selling?
  • ✓ Ready to delegate everything else who will do it right?
  • ✓ Ready to never be dragged back into the office again?
SCHEDULE A CALL
Ready to do more of what you were born to do?

WHY US

An office manager that knows what they’re doing

Our niche is independent life insurance agents
  • 12+ years providing outsource assistance to clients
  • Talk to some —we’ll connect you
  • Feel the right vibe as we onboard together
  • Love our simple & proven approach for setting everything up
  • We know processes —and how to implement them for small businesses

Running an office is an art

Which we’re trained for. So you don’t have to manage an HR department, train staff, nor find, hire & fire an assistant. Imagine a full-scale office consisting of IT, staff, computers, internet & software. You sell—we run the office.
SCHEDULE A CALL
No more wasting time fiddling with tools. That’ll be our job.

OUR SERVICES

How we’ll help you stay focused

Unable to keep up with everything in life & work? Let us help.
  • General Admin
    Assistance
We’ll will be your office admin—handling all your office tasks, including:
  • ✓ Manage & respond to emails
  • ✓ Book & confirm appointments
  • ✓ Keep your licenses renewed
  • ✓ Book flights, hotels & conferences
  • ✓ Perform all other office tasks
  • Pre & Post Sales
    Assistance
We’ll take care of clients & make sure to close sales & keep them informed over the duration of their policies:
  • ✓ Gather & record client info
  • ✓ Ensure all forms are complete
  • ✓ Ensure clients do health visit
  • ✓ Ensure policies are signed & paid
  • ✓ Keep policies current & updated
  • Finance & Budget Management
We can also provide guidance around personal & business finances, to keep your practice prosperous:
  • ✓ Set goals for spending & saving
  • ✓ Track & manage your bills
  • ✓ Reconcile commissions with sales
  • ✓ Monthly reports on financial health
  • ✓ Work with accountant to prep taxes
SCHEDULE A CALL
Ready to stop living month-to-month—wondering if you’ll make ends meet?

BEFORE YOU GO…

So, ready to hire your dedicated assistant?

Or not?

With an assistant…

  • Do what you’re built for
  • Sell every working minute
  • Wake up more motivated each day
  • Earn way more commissions
  • Appreciate a plan for staying focused

Without one…

  • Keep struggling to run the office
  • Keep doing tasks you hate
  • Keep doing things that don’t generate commissions
  • Keep worrying about lapses in policies & renewals
  • Keep closing less deals

Reclaim your time to sell more policies

“I’m tired trying to do everything myself. Frustrated pushing myself to make sales. And anxious about meeting all the family’s needs. I want an expert to do everything I don’t want to do. To do it better than I could myself. So I can do what I’m made to do—just sell.”

Well said—that’s what we’ll do.

Contact us. We’ll get back to you quickly to answer your questions or book a call.
Too many life insurance agents perform too many non-income generating tasks each day. We provide office management services to free up their time & mind. So they can earn more commissions—by selling every minute of every day.

Oxford Admin Services – 845.282.5577 – [email protected]