Have questions? We've got answers.
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.
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 ).
Absolutely. Our Insurance VAs have experience working with popular insurance systems QQ Catalyst, Go High Level and other agency management systems.
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
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.
Yes. We offer flexible hourly plans , as well as dedicated monthly Insurance VA packages for agencies that need consistent, ongoing 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.
What tasks can I delegate to an Insurance Virtual Assistant?
You can delegate a wide range of tasks, including:
ACORD form preparation
Certificate of Insurance (COI) issuance
Claims intake and follow-ups
Quote request processing
Policy and endorsement updates
Insurance CRM/AMS data entry
Renewal reminders and admin
Appointment setting and lead follow-up
Billing and audit support
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