Virtual Assistants for Insurance Agencies
Your producers should be selling, not processing endorsements. Our VAs handle the admin so your agents can focus on revenue.
Your Producers Are Buried in Paperwork
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
How a Virtual Assistant Helps Your Insurance Agencies
Our pre-vetted VAs are trained on industry-specific tasks and tools. Here is what yours will handle from day one.
Policy Processing
New business submissions, endorsements, renewals, and cancellations entered into your agency management system.
Certificate of Insurance
Issuing COIs, managing holder databases, tracking certificate requests, and renewal notices.
Claims Support
First notice of loss intake, status follow-up with carriers, and client communication throughout the claims process.
Quote Preparation
Gathering application information, running comparative quotes, and preparing proposals for producer review.
Renewal Processing
Pulling renewal data, preparing review packages, and scheduling renewal meetings with clients.
Client Communication
Answering routine questions, document collection, payment processing, and billing inquiries.
Tools & Software Our VAs Use
The Savings Are Real
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
Frequently Asked Questions
Ready to Hire a VA for Your Insurance Agencies?
One phone call. 15 minutes. We will match you with a pre-vetted virtual assistant experienced in insurance agencies within 48 hours.