Your producers should be selling, not downloading carrier documents. An insurance virtual assistant takes on the service work that fills their day.
Virtual Assistant gives independent insurance agents and agencies a dedicated virtual assistant from $240 a month. You choose the role and the hours, and a US account manager matches you within 1 to 3 business days.
The problem a virtual assistant solves
Renewals, certificates, endorsements and quote prep never stop arriving, and they fall on the same people who should be writing new business. When service work wins, new policies wait and renewals get less attention than they need.
What a normal week looks like with an assistant
Your assistant gathers quote information and runs comparative raters, reviews upcoming renewals, processes endorsements and issues certificates. They update your agency management system, follow up with carriers and contact clients, and producers get a clear list of what needs them.
The work to hand off first
- Quote preparation and carrier comparisons
- Certificates of insurance and endorsements
- Renewal reminders and remarketing
- Policy changes and service requests
- Claims follow-up with carriers
- Lead follow-up and cross-sell outreach
Your assistant already knows or will learn your tools, including Applied Epic, EZLynx, HawkSoft, AgencyZoom, QQCatalyst. See more on our page for virtual assistants for insurance agencies.
Which assistant to hire
Insurance Assistant
An insurance assistant works in your AMS and carrier portals on quotes, renewals, endorsements and certificates.
Renewals get attention. Reviews and remarketing happen before the renewal date, which helps you keep more of your book.
- Enter quotes in comparative raters such as EZLynx
- Prepare renewal paperwork
- Follow up with carriers on open items
- Update Applied Epic, AMS360, HawkSoft or NowCerts
Binding and coverage advice stay with your licensed agents. Insurance assistant packages start at $280 a month for 20 hours. Hire an insurance assistant for your business.
Customer Service Assistant
A customer service assistant handles routine calls and emails from policyholders.
You learn what customers want. Feedback is tagged and reported every week, so you can see the problems that keep coming back.
- Tag, prioritize and route tickets
- Point buyers to the right product or plan
- Answer calls using your business name and script
- Process returns and refunds under your rules
Customer service assistant packages start at $240 a month for 20 hours. Hire a customer service assistant for your business.
Lead Generation Assistant
A lead generation assistant runs retention and cross-sell outreach, plus prospect calls using your scripts.
Your calendar fills with prospects. Your assistant does the prospecting and booking, and you spend your time on the conversations that can close.
- Remove anyone on your Do Not Call list
- Make cold calls using the script you approve
- Book appointments directly on your calendar
- Report weekly on your pipeline
You remain responsible for TCPA compliance in your campaigns. Lead generation assistant packages start at $260 a month for 20 hours. Hire a lead generation assistant for your business.
What stays with you
Unlicensed assistants prepare the work. Binding and coverage advice stay with your licensed agents.
What it costs for insurance agencies
You pay the same clear price wherever you are, and you see the exact total before you order. Skilled VA prices for the roles above:
- Insurance Assistant: $280 for 20 hours, $532 for 40 hours or $1,008 for 80 hours a month
- Customer Service Assistant: $240 for 20 hours, $456 for 40 hours or $864 for 80 hours a month
- Lead Generation Assistant: $260 for 20 hours, $494 for 40 hours or $936 for 80 hours a month
Senior Specialists, with 5+ years in the field, cost 35% more. US-Based Specialists, who live and work in the United States, cost 90% more. If you would rather not commit to a monthly package, pay-as-you-go hours start at $14.40 an hour and stay valid for 90 days.
Why hire your assistant from Virtual Assistant
Your assistant works remotely and keeps the business hours of your time zone. You get a person who learns your business, with a team behind them when something needs fixing.
- Any state you write in: Assistants work in the carrier portals you give them access to.
- Clear handoffs: When a case needs you, it arrives with a summary, so you do not have to read the whole conversation.
- Serious call volume: A full-time cold caller typically makes 150 to 300 dials a day, depending on your list and dialer.
- A US account manager: One person matches you, runs your kickoff call and stays your contact if anything needs fixing.
- Free replacement: If your assistant is not the right fit, we match you with a different one at no extra cost.
- Clear prices, no lock-in: See your exact price before you order. Month-to-month packages can be cancelled any time, and unused hours roll over within your package limit.
A virtual assistant or an in-house hire?
An in-house hire makes sense when the job needs someone physically on site. For work done on a screen or a phone, a virtual assistant usually costs far less, because you pay only for working hours, with no recruiting, desk, equipment or payroll taxes to arrange. You can also start with 20 hours a month and grow, instead of committing to a full-time salary before you know how much work there is.
How to get started this week
- Build your package: choose a role, your hours and an experience level, and see your price straight away
- Pay your itemized invoice by card or crypto
- Your US account manager matches you within 1 to 3 business days and runs your kickoff call
- Your assistant starts on a written checklist of your first tasks for your business