Anything that is not client facing can be outsourced. For example, phone reception, mail, paraplanning, underwriting, ongoing claims manager plus many more.

For example, within the two financial planning business that are owned by Brian Jones (founder of VA Platinum) he has the following Philippine team members:

Reception/ Customer Service
Making/receiving calls to and from clients and insurers
Email support and written communication
Preparing and prepopulating documents
Obtain information from third parties (insurers, super funds, banks, etc.)

Paraplanner
Generating market comparisons/ risk research
Preparing and prepopulating documents
Quality assurance
Preparing SoA’s

Underwriter/Claims
Liaise with both clients and insurers for insurance applications
Communicates with all parties involves through email, SMS and mail
Preparing and prepopulating documents
Obtain information from third parties (insurers, super funds, banks, etc.)

Quality Assurance
Filing documents
Filling in checklists
Ensuring all documents required are on file
Communicating daily/weekly written and verbal reports to manager/client

Data Entry
Website data entry for Real Estate, online selling like eBay
Google sheet and Excel data entry
CRM data entry