Build your dream insurance team without the overhead. From one virtual assistant to a full department — we provide trained, dedicated professionals who integrate seamlessly with your operations.
The insurance industry is facing a perfect storm: retiring workforce, rising labor costs, and growing policyholder expectations. Virtual staffing solves all three.
On staffing costs compared to local hires. No benefits, payroll taxes, office space, or equipment.
Add team members in days, not months. Scale up for growth or CAT events, scale down during slow periods.
Every professional completes our insurance operations training before placement. No starting from scratch.
Not shared agents or fractional support. Your virtual staff works exclusively for your company.
From individual contributors to entire departments — tell us what you need and we'll build the team.
Front-line client support: policy questions, endorsement requests, COI issuance, billing inquiries, and claims intake. Your clients get fast, professional service every time.
Handle the full policy lifecycle: new business submissions, endorsements, renewals, cancellations, and reinstatements. Keep your pipeline moving with zero backlogs.
FNOL intake, documentation gathering, adjuster coordination, status tracking, and policyholder communication throughout the claims lifecycle.
Prospect outreach, appointment scheduling, lead qualification, follow-up campaigns, and pipeline management. Keep your producers' calendars full.
Clean, accurate data management across all your systems. Policy data entry, document indexing, commission reconciliation, and AMS cleanup projects.
General admin support, marketing coordination, social media management, email campaigns, event planning, and executive assistant tasks.
Start with one and grow, or launch with a full team from day one.
Perfect for solo agents and small agencies
1
Dedicated Professional
Ideal for growing agencies
2-3
Specialized Professionals
For carriers, MGAs, and large agencies
5+
Full Department Build
50-70%
Cost Savings vs. Local Hire
5 Days
Average Onboarding
8+
AMS Platforms
∞
Scalability
Schedule a free staffing consultation. We'll help you identify the right roles, define workflows, and build a team plan that fits your budget.
Get Your Free Staffing Plan →