Task.ME VA

Scale Your Insurance Book of Business Without Hiring More Staff

Dedicated Virtual Assistant & Back-Office Support for U.S. Insurance Brokers and Agencies

WHY CHOOSE OUR INSURANCE VA's

Specialized Training and Execution

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Certified Insurance Virtual Assistant Training

Go beyond general administrative support. Our Insurance Virtual Assistants are rigorously trained in industry-standard workflows, specializing in complex policy administration and documentation. We expertly handle ACORD forms processing, renewal preparations, endorsements, submissions, and accurate Certificate of Insurance (COI) issuance, ensuring speed and precision across all your critical back-office operations.

Comprehensive Lines of Coverage Support

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Expert Back-Office Support for All Commercial & Personal Lines

We provide the deep-dive expertise your agency needs across all major product lines. Scale your capacity for both Commercial Insurance (including General Liability (GL), Workers' Comp, Auto, and BOP) and Personal Lines (Homeowners, Auto, Life). Our VAs understand the carrier systems and processes required to support your producers and account managers efficiently.

Mandatory Compliance and Data Security

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HIPAA Compliant & Secure Data Management for Insurance Agencies

Protecting client data is paramount. Our team adheres to strict security protocols, including full HIPAA awareness and signed Confidentiality/NDA agreements, making us a trusted partner for sensitive client files. We utilize secure communication and documented procedures to maintain regulatory compliance and ensure the confidentiality of your agency's proprietary information.

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Dedicated Insurance Virtual Assistants: Scale Your Agency, Not Your Overload

Offload Non-Revenue Tasks: Specialized Back-Office Support That Drives Agency Growth. Our Insurance VAs seamlessly integrate with your systems (GHL) to eliminate administrative bottlenecks, allowing Producers to focus purely on sales and CSRs on high-value client relationships.

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What We do ?

Certificate of Insurance (COI) Processing : Fast, accurate issuance and tracking for Commercial and General Liability clients.
Policy Renewal Management : Proactive tracking, preparing renewal applications, and in-system updates for Workers Comp and Commercial Lines.
New Business Setup & Data Entry : Efficient client/policy setup across all lines (Commercial Auto, Property, Inland Marine) within your Agency Management System.
Loss Run Processing & Analysis : Requesting, tracking, organizing, and summarizing Loss Run reports for renewals and underwriting submissions.

Policy Checking & Servicing : Thorough review of issued policies against binders for error prevention, endorsements, and policy changes.
Claims Processing Support : Intake documentation, system reporting, loss run tracking, and follow-up to support your Claims team.
Client Communication & Scheduling: Inbox triage, appointment setting, and follow-up support for high-net-worth (Excess/Umbrella) clients.
Dedicated Personal Lines Administration : Handling auto and home policy quotes, change requests, and client file organization.

Ready to Reduce Your Admin Workload?

Book Your Free Operational Audit

FAQ's

Have questions? We've got answers.

What is an Insurance Virtual Assistant (Insurance VA)?

An Insurance Virtual Assistant is a trained remote professional who supports insurance agencies with back-office and administrative tasks such as ACORD form processing, COI issuance, claims support, policy updates, renewals, CRM/AMS data entry, and appointment setting

allowing agents and producers to focus on selling and servicing clients.

Is my client and policy data secure with your Insurance VA's?

Yes. Data security is a top priority. All Insurance VAs follow strict confidentiality agreements (NDAs) and operate using secure systems and best practices to protect sensitive policyholder and agency data.

Are your Virtual Assistants trained in insurance workflows and terminology?

Yes. Our VAs are insurance-trained specialists, not general virtual assistants. They are experienced in insurance terminology, agency workflows, underwriting processes, renewals, endorsements, ACORD forms, COIs, claims handling, and insurance CRM/AMS systems( Go High Level ).

Can your Insurance VAs work inside our insurance CRM or AMS?

Absolutely. Our Insurance VAs have experience working with popular insurance systems QQ Catalyst, Go High Level and other agency management systems.

How do I get started with an Insurance Virtual Assistant?

Getting started is easy. Simply:

1.Book a Discovery Call

2.Tell us about your insurance lines and workflows

3.We match you with a trained Insurance VA

4.Start delegating tasks and scaling your agency

👉 Book a Discovery Call or Hire an Insurance VA Today

How does hiring an Insurance VA help my agency grow?

By outsourcing time-consuming administrative tasks, agencies typically reclaim 20–40 hours per week. This allows producers to focus on sales, CSRs to provide better service, and agency owners to scale operations without increasing internal headcount.

Do you offer part-time or full-time Insurance VA support?

Yes. We offer flexible hourly plans , as well as dedicated monthly Insurance VA packages for agencies that need consistent, ongoing support.

What types of insurance do your Virtual Assistants support?

Our Insurance VAs support both commercial and personal lines,

including:

General Liability Inland Marine

Workers Compensation Excess / Umbrella

Personal Auto & Home Insurance Commercial Auto

Commercial Package (CPP/BOP)

How long does it take to onboard an Insurance Virtual Assistant?

Most agencies can be onboarded within 5 - 7 Days, depending on task complexity, system access, and training requirements. We ensure a smooth handover and clear workflows before your VA starts full production.