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Financial Services - Telephone Answering and Virtual PA

We provide a telephone receptionist answering service to clients in the Financial sector. These include IFA's working from home to larger office based brokers and insurance companies.

To find out exactly how it works read on, or better still, take our Free! Week Trial and experience the service for yourself.

“I am often with clients and can't keep my mobile switched on…”

Financial advisors are often in client meetings providing advice on mortgages, pensions and investments. As they are frequently unavailable and (when with their clients) need to keep mobiles switched off, they can automatically set calls to divert to us. We are often managing their schedule and setting appointments. We handle enquiries, such as a new caller asking for the firms FSA registration, or other queries from providers. They may not need any action from the client at all just a simple message from us to confirm the action that has been carried out.

Insurance companies need callers to be screened correctly to ensure that the caller is directed to the right underwriter. Depending on the company they may have specialists for commercial and residential property, motor, fleet, personal injury, health, public liability, etc. In addition sales calls can be very persistant and time consuming which tie up staff and reduce productivity.

We start by allocating you one of our receptionists - a ruby. She will be the person taking the majority of your calls and maintaining contact with you day to day via phone and email.

You then re-direct your calls to us when you either can't, or don't want to take your own calls. We answer in your company name and, based on your brief, either take a message (which is immediately dispatched via sms or email) or patch the caller through to you, whether you're on a landline or mobile.

“I want to give a professional – Big Company feel - to my business…”

MyRuby Limited The Centre Colchester Business Park CO4 9QQ

Sales Enquiries 0800 988 0977

General Enquiries 0800 988 0966