Great for VPs of People, Talent Acquisition Directors, & People Ops Managers
Build A Powerful Team
Let us handle recurring people processes so you can focus on finding, keeping, and developing the best team.
Grow capacity
While reducing cost
AND engaging your team
Here’s a list of common People Ops processes we can take off your plate.
Recruit
Lead Generation
Boolean Searches
Data Enrichment
ATS Management
Mass Outreach
Custom Research
Verify Credentials
Onboard
Set Up Accounts
Order Equipment
Log Equipment
Fill out HRIS
Develop
Update HRIS
Track Learning
Complete Paperwork
Send Internal Comms
Update org charts
How It Works
1.
You Decide
Send recurring work you can explain to us.
2.
You Delegate
Offload recurring tasks to us. Talk to a person, powered by a machine.
3.
We Deliver
We deliver results over and over again.
Decide What to Delegate
What can you delegate? Use the delegation explorer.
Fast Facts
Update Clients
Let insurance clients know the status and progress of their claim filing.
Accelerate Quotes
Get quotes to would-be clients faster.
Streamline Issuance
Speed up the quoting and issuance process - check all other policies, input data, etc.
Streamline Applications
Get application paperwork into your system, easily.
Manage State Filings
File documents with third-parties (like the state).
Process Renewals
Onboard Clients
Onboard new clients and update their information.
Calculate Loss Runs
Validate Claims
Validate claims and confirm all information is available.
Input Claims
Extract information and put it in claims system.
Data Management
Transfer information across sytems, sources, and document types.
Prepare Underwriters
Prepare documentation for underwriters to make decisions.
Monitor Social Media
Receive scheduled reports of social media activity relevant to your company.
Post Close Paperwork
Once the sale is done, so is some of the fun! We'll prepare all the closing paperwork for you.
Monitor Accounts
Monitor account usage and build reports that let you take action to keep client acocunts healthy.
Process Renewals & Administer Upgrades
When a client wants to renew or upgrade, execute the change fast!
Distribute Reports
Make sure your progress is visible - share reports with key stakeholders on a regular basis.
Send Legal Agreements
Generate and send standard legal agreements.
Generate Standard SLAs
Generate and send standard service level agreements.
Manage Licensing
Maintain up to date licensing information.
Manage Invoices
Send invoices and invoices reminders.
Update Promotion Codes
Update promotion codes monthly - in all your systems and in all your promotional materials.
Generate Proposals
Use your step-by-step processes to generate and send quotes and proposals.
Pipeline Clean-Up
CRM Management
Confirm all information and demographic data is accurate for everyone in your CRM. Manage transitions between systems. Schedule daily updates.
Lead Qualification
Review lists of leads to make sure every name meets your ideal customer profile criteria.
Score, Sort, & Enrich Leads
Power through a mass of inbound leads. Score, sort, and enrich intelligence - no matter the source.
Contact Management
Confirm all information and demographic data is accurate for everyone in your CRM.
List Building
Build lists of target customers, competitors, industry events, and more.
Email Address Scraping
Updated email addresses for everyone on your prospect list and in your book of business.
Prospect Identification
Build lists of sales prospects - save your SDR time.
Send Engagement Surveys
Send and prepare engagement survey reports
Track Learning & Credentials
Confirm all credentials are up to date; track ongoing learning.
Maintain HRIS
Run scheduled updates to all critical contact information, such as address updates and marital status updates.
Send Benefits Reminders
Manage open-enrollment with reminders and updates.
Fill out HRIS
Transfer information from your ATS to your HRIS.
Log Equipment
Maintain company equipment inventory.
Order Equipment
Order the equipment for your new hire - from computers to office supplies to business cards.
Set Up Accounts
Create a workflow that assigns new hires access to the systems and files they'll need - whether it's a reimbursement system, a project management platform, an HRIS, or an online portal.
Verify Credentials
Confirm background checks and transcription records.
Mass Outreach
Systematically reach out to every prospect, candidate, or referral partner on your list.
ATS Management
Engage candidates - we'll make sure everything is tracked in your ATS.
Data Enrichment
Verify the names and addresses of candidates with whom you want to connect.
Boolean Searches
Find exactly who you're looking for: we'll run Boolean list-building processes for you.
Executive Assistant
Supercharge your productivity by delegating routine tasks such as scheduling, organizing contacts, or conducting research before meetings.
E-Commerce
Gain a competitive edge in eCommerce by taking advantage of delegations such as vendor research, product research, and email newsletters.
Startups
Upgrade your startup with scalable processes such as market research, customer surveys, and CRM management.
Back Office
Keep your back office on track by delegating tasks that get in the way such as invetory upkeep, sending and receiving documents, and filing expenses.
Screening a List of Candidates
Have your assistant screen a list of candidates to find the best fit for the position.
Labeling Emails in an Inbox
Your assistant can add helpful labels to the emails in your inbox.
Sending a Mail Merge
Send personalized email inquiries to lists of potential contacts via your assistant.
Transcribing a Text File
Have your assistant transcribe text from scans into a text file.
Maintaining Records in a Spreadsheet
Have your assistant aggregate records in an easy-to-read spreadsheet.
Signing an Agreement or Workflow
Using digital signage tools, your assistant can sign documents on behalf of your digital identity.
Sending a Legal Agreement
Your assistant can deliver legal documents.
Creating a Legal Agreement
Your assistant can generate basic legal agreements for you.
Managing a Hiring Funnel
Consolidate your hiring process by having your assistant manage the hiring funnel.
Managing Your List of Subscribers
Have your assistant manage your subscription lists.
Managing Marketing Subscriptions
Have your assistant create and manage new lists of subscribers.
Creating and Scheduling Email Blasts
Have your assistant reach out to clients old and new.
Sending LinkedIn Requests to a List of People
Have your assistant send personalized LinkedIn invitations to build and strengthen your network.
Sourcing a Specific Email
Have your assistant hunt down email addresses you need.
Lead Generation
Generate a list of leads for sales, recruiting, or otherwise. We can use any tools - this demo shows how we use keywords to build lists from LinkedIn.
Research Vendors
Assess a new market or competitors quickly and efficiently using your assistant as a researcher.
Verifying a Lead
Have your assistant take over the task of individually verifying leads.
Inventory Upkeep
Keep your online inventory up to date with your assistant's help.
Onboarding a Team Member
Have your assistant set up a new hire's accounts and tools.
Lead Sourcing
Your assistant can generate a list of leads from multiple sources and following varied parameters, including visual or text based queues, upon request.
Scheduling a Meeting
Have your assistant take charge of scheduling meetings.
We’ve got your back
Hildah
Felix
Nichole Lead, Philippines.
Here’s what our customers say.
Some of our 200+ customers:
Invisible doesn't just save you time, it also saves the potential financial and temporal expense of a new employee.
I think that we got to a point where [Wally] has basically taken enough responsibility to almost be a full-time employee, a full-time employee's worth of work.” Unlike a human employee, your invisible assistant can operate 24/7, effectively expanding your productivity by 200%."
Sales Operations Manager at Wade and Wendy
What do I get?
In short, we do what you ask. Our tech-enabled platform is optimized to help with sourcing, screening, and scheduling.
Get Results
Start growing your business
© Invisible Technologies Inc.
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