Hire a Insurance Virtual Assistant

An Insurance Virtual Assistant is a remote specialized professional who handles the administrative and back-office operations of an insurance agency or brokerage. Unlike general administrative staff, they understand the specific workflows of the insurance lifecycle—from lead management to policy issuance. They act as a specialized support layer, managing time-consuming tasks like data entry and document organization, which allows your licensed agents to focus exclusively on client advisory, complex underwriting, and closing new business to drive agency growth.

Our Insurance VAs manage a wide range of essential workflows including Certificate of Insurance (COI) issuance, Evidence of Insurance (EOI) processing, and First Notice of Loss (FNOL) intake for claims support. They are also skilled in renewal processing, policy checking for accuracy, and managing communication with carriers. Beyond simple data entry, they provide vital support in tracking expiration dates and preparing quote spreadsheets, ensuring your agency’s operations remain seamless and your client records are always up to date.

Maintaining regulatory compliance is a core priority for our insurance staffing. Our unlicensed Insurance VAs focus strictly on administrative and technical support tasks—such as data entry in your AMS or gathering preliminary client information—that do not require a professional license. They are trained to avoid any activities involving policy negotiation, solicitation, or providing specific coverage advice. This clear boundary ensures your agency remains compliant with state regulations while providing your licensed team with the heavy-lifting support they need to be more productive.

Hiring an Insurance VA is significantly more cost-effective than local hires, often saving agencies up to 70% in operational overhead. While a local Customer Service Representative (CSR) typically costs $40,000-$50,000 annually plus benefits, specialized remote assistants range from $15-30 per hour depending on their technical proficiency. We offer flexible daily or monthly packages that eliminate the costs of payroll taxes, health insurance, and physical office space, providing a scalable solution for agencies looking to increase their margins without compromising on service quality.

Yes, technical proficiency in industry-standard Agency Management Systems (AMS) is a prerequisite for our specialized VAs. Our team has hands-on experience with platforms like Vertafore’s AMS360, Applied Epic, EZlynx, and Salesforce. They understand how to navigate these systems to update policy data, manage activities, and generate reports without extensive training from your side. This ensures a rapid onboarding process, allowing the VA to integrate directly into your existing digital workflows and provide immediate value to your agency’s daily operations.