Virtual Assistant for Insurance Agents
Spend more time selling, less time on paperwork. Our insurance VAs handle quotes, renewals, client follow-up, and policy admin so you can grow your book of business.
Get Matched in 24 Hours
Free consultation — no commitment
What a Insurance Virtual Assistant Does for You
Insurance agents spend too much time on non-selling activities. Our insurance virtual assistants are trained on agency workflows — handling quotes, renewals, claims follow-up, and CRM management so agents can focus on what generates revenue: building relationships and closing policies.
Who this service is for:
- Independent insurance agents managing their own book
- Insurance agencies scaling without full-time hires
- Brokers managing high renewal volume
- Life insurance agents focused on sales, not admin
Tasks we handle for you:
- Quote preparation and comparison research
- Policy renewal tracking and client follow-up
- Claims status follow-up and documentation
- CRM updates and lead management
- Client onboarding and document collection
- Appointment scheduling and calendar management
- Certificate of insurance requests
How It Works
From first conversation to delegating tasks — we make getting started simple and fast.
Describe your agency workflow
Tell us your lines of business, AMS or CRM system, and the tasks consuming your selling time.
Get an insurance-savvy VA
Your VA understands insurance terminology and agency workflows — no lengthy training required.
Focus on sales, not admin
Your VA handles follow-ups, renewals, and policy admin so you stay in front of prospects and clients.
Ready to Reclaim Your Time?
Join 2,000+ business owners who've delegated their busywork to a dedicated virtual assistant. We only onboard a limited number of new clients each month.
Claim Your Free ConsultationTrusted by Growing Businesses
See how companies across industries rely on our virtual assistants to save time and scale faster.
The VA services are top notch. I have used other VAs in the past and did not feel like I was getting the level of service that they provide. Not to mention they have a team that oversees each VA and checks in daily.
Stephanie M Peltier
Operations Manager, VP Fitness
Teo, his staff and VA's have been instrumental in helping our real estate investment company increase exposure and ultimately provided an increase in lead generation.
Steve Daria
Real Estate Investor
Working with our virtual assistant has been an absolute game-changer for my travel agency. My executive assistant, Kamille, has only been with me a short time, but she has caught on incredibly quickly and has already achieved so much.
Sara Schaefer
Owner, Rose Travel Group
Frequently Asked Questions
Can an insurance VA use my AMS?
Yes. Our VAs are familiar with Applied Epic, Hawksoft, AMS360, EZLynx, NowCerts, and other agency management systems.
Can the VA handle client calls?
Yes. Your VA can answer incoming calls, make renewal follow-up calls, and handle routine client inquiries per your scripts.
Is sensitive client data kept confidential?
Absolutely. All VAs sign NDAs and operate under strict data security protocols.
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Ready to Hire a Insurance Virtual Assistant?
Tell us about your business and we'll match you with the right virtual assistant — usually within 24 hours.