Dedicated Insurance VAs

Your Insurance Agency Deserves a Dedicated Virtual Assistant

Stop losing hours to admin work. A trained insurance VA handles your quotes, renewals, COIs, and client servicing — so you can focus on closing deals and growing your book.

Hire Your Insurance VA What They Do
Dedicated to Your Agency Insurance-Trained Replacement Guarantee Flexible Hours

What Your Insurance Virtual Assistant Does Every Day

Think of them as a remote team member who handles everything your CSR or assistant would — at a fraction of the cost.

Quoting & New Business

  • •Run quotes across multiple carriers
  • •Prepare proposals and comparison sheets
  • •Complete ACORD applications
  • •Submit new business to carriers
  • •Follow up on pending submissions

Renewals & Retention

  • •90/60/30-day renewal tracking
  • •Remarket renewals with rate increases
  • •Generate renewal proposals
  • •Schedule renewal review calls
  • •Process endorsements and mid-term changes

Client Servicing

  • •Issue certificates of insurance (COIs)
  • •Handle policy change requests
  • •Answer routine client inquiries
  • •Process cancellations and reinstatements
  • •Manage auto-ID cards and declarations

Admin & AMS Management

  • •AMS data entry and cleanup
  • •Download and file carrier documents
  • •Commission statement reconciliation
  • •Email management and inbox triage
  • •Calendar and appointment scheduling

Built for Every Type of Insurance Professional

Independent Agents

You're the producer, CSR, and admin all in one. A VA takes the admin load off your plate so you can sell more policies and earn more commissions.

Most popular: Part-time (20 hrs/week)

Agency Owners

Scale your operations without the overhead of hiring locally. Add back office capacity as your book grows, not before you need it.

Most popular: Full-time dedicated VA

Managing General Agents (MGAs)

Handle higher submission volumes, faster policy processing, and better agent support with a virtual team that scales with your production.

Most popular: 2-3 person VA team

A Day in the Life of Your Insurance VA

8:00 AM

Morning Inbox Triage

Process overnight emails, download carrier documents, flag urgent items for the agent.

9:00 AM

COI Requests

Issue 8-12 certificates of insurance with holder details, verify coverage, and send to requestors.

10:30 AM

Renewal Processing

Review upcoming renewals, run remarketing quotes, prepare comparison proposals for agent review.

12:00 PM

New Business Submissions

Complete ACORD forms, gather supplemental information, submit applications to carriers.

2:00 PM

AMS Updates & Filing

Update client records, file policy documents, reconcile commission statements, clean up activities.

4:00 PM

End-of-Day Summary

Send daily activity report: tasks completed, pending items, flagged issues, and next-day priorities.

60%

Less Than In-House Hire

8+

Hours Saved Per Day

5

Days to Start

100%

Dedicated to You

Frequently Asked Questions

An insurance VA handles quoting, policy servicing, renewal processing, COI issuance, claims intake, AMS data entry, appointment scheduling, follow-up calls, email management, and document processing. They work as a dedicated extension of your agency team.
Unlike call centers that rotate agents, your insurance VA is a dedicated professional assigned exclusively to your agency. They learn your processes, build relationships with your clients, and work in your AMS every day. It's like having a remote employee without the overhead.
Our VAs are college-educated professionals with insurance industry experience. They're trained on major AMS platforms (Applied Epic, Hawksoft, EZLynx, AMS360), understand insurance terminology, and complete our proprietary insurance operations training program before placement.
Yes. We offer flexible arrangements starting from part-time (20 hours/week) to full-time (40+ hours/week). Many agencies start part-time and scale up as they see the impact on their productivity and growth.
We offer a replacement guarantee. If your VA isn't meeting expectations after the initial training period, we'll match you with a new professional at no additional cost.

Ready to Hire Your Insurance Virtual Assistant?

Tell us about your agency and we'll match you with the perfect VA. Free consultation, no commitment.

Get Matched With Your VA →

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