Hire an Insurance Virtual Assistant

Certificate requests and evidence of property

Certificate requests are urgent by nature: a contractor can't start work, a lender won't close, a vendor won't sign. Your assistant processes COI requests, issues evidence of property, and keeps holder lists current, within whatever your state allows unlicensed staff to do. Same-day certificates are one of the simplest ways to improve client service.

Renewals started early enough to matter

The renewal list is pulled ninety days out, summaries of changes are prepared, loss runs are ordered, remarketing paperwork is assembled for the producer, and the client is contacted before the carrier's notice arrives. Most retention work happens in the sixty days before the renewal date, not the week of.

Endorsements and policy changes, tracked through completion

Change requests are logged, ACORD forms are completed for review, carrier submissions are tracked until the endorsement is issued, and the client is notified when it is. Many servicing complaints start with change requests that stalled before completion.

Claims intake and follow-up admin

First notice of loss is taken and routed to the carrier, claim numbers are logged, adjusters' requests are tracked, and the client is kept informed while the claim is being processed. The assistant never advises on coverage or outcome; they make sure nothing stalls because nobody followed up.

AMS hygiene and carrier portal work

Activities are logged, documents are attached, declarations pages are filed, and carrier portal data is entered into your agency management system. A bilingual assistant can also support Spanish-speaking clients; this case study shows how that works in practice. If inbound call volume is the bigger problem, start with customer service support, and for pipeline help see lead generation. Advisory practices use a similar support model, covered on our financial advisors page.