Your producers should be selling, not processing endorsements. Our VAs handle the admin so your agents can focus on revenue.
50%
of producer time lost to administrative tasks
$15,000
average cost to replace one insurance CSR
62%
of agencies report difficulty hiring qualified staff
Our pre-vetted VAs are trained on industry-specific tasks and tools. Here is what yours will handle from day one.
New business submissions, endorsements, renewals, and cancellations entered into your agency management system.
Issuing COIs, managing holder databases, tracking certificate requests, and renewal notices.
First notice of loss intake, status follow-up with carriers, and client communication throughout the claims process.
Gathering application information, running comparative quotes, and preparing proposals for producer review.
Pulling renewal data, preparing review packages, and scheduling renewal meetings with clients.
Answering routine questions, document collection, payment processing, and billing inquiries.
An insurance CSR in the NYC area costs $45,000 to $60,000 plus benefits. Two full-time VAs cost $37,400/year total, giving you double the coverage for less.
“Our VA processes all our certificates and endorsements. My producers went from 50% admin to 80% selling.”
Agency Owner, Nassau County Insurance
One phone call. 15 minutes. We will match you with a pre-vetted virtual assistant experienced in insurance agencies within 48 hours.