Stop Drowning in Policy Servicing - Focus on Growing Your Agency
Task.ME assigns insurance-trained VA teams to handle renewals, endorsements, COIs, and CRM work — so your producers stay on sales, not paperwork.
You built an agency, not a processing department
Every hour spent chasing endorsement timelines or re-running COI requests is an hour not spent on new business. The admin backlog is where commissions quietly disappear.
A local admin who needs six months to learn insurance workflows costs more than a trained team that's ready on day one — and leaves you exposed if they quit.
Clients waiting on policy changes lose confidence — and start answering competitor calls. Every day of delay is a relationship you're spending down.
A renewal that slips through without a timely touch is a commission you worked an entire year to earn — handed to the next broker who called first.
Insurance-trained teams, not general admin hires
Our VAs are hired and trained exclusively for broker back-office work. They know the forms, the workflows, and what a missed deadline actually costs.
Policy Operations
Certificates & Client Servicing
CRM & Agency Admin
Renewals, remarketing, endorsement processing, and binder management — handled on schedule so nothing falls through before the carrier deadline.
COI issuance, client email management, and documentation updates — your clients get timely, accurate responses without you touching the queue.
CRM updates, data entry, follow-up scheduling, and workflow documentation — your system of record stays clean and current without a dedicated in-house hire.
From overwhelmed to operational in days
01 — Free Workflow Audit
02 — Workflow Mapping
03 — Team Assigned
We map every task that's eating your team's time — renewals, COIs, follow-ups — and show you exactly where the gaps are costing you commissions.
Your dedicated team lead documents your specific processes, carrier requirements, and turnaround standards before a single task goes live.
Your trained VA team starts handling the back-office. Scale from one VA to a full team as your agency grows — no new hiring rounds, no onboarding lag.
No long-term contracts. No hiring friction. Start with a free 30-minute audit — we'll show you exactly what a dedicated insurance VA team would take off your plate.