In insurance and financial services, licensed professionals are your most expensive hours, yet much of their week goes to paperwork. A virtual assistant handles the service and admin work so advisors and agents spend more time with clients.
Insurance Agencies
- Processing new policies, endorsements and cancellations in your agency management system
- Renewal reviews: pulling the book, requesting updated information and preparing remarketing
- Certificates of insurance and ID cards on request
- Claims support: collecting documents and following up with carriers
- Gathering quote information and entering it into your rater for a licensed agent
Financial Advisors and Planners
- Client onboarding: account paperwork, DocuSign envelopes and document collection
- Scheduling annual and quarterly review meetings and sending prep packets
- Updating your CRM after every meeting
- Preparing reports and meeting materials from your planning software
Accounting and CPA Firms
During tax season, CPA firms hire assistants for data entry, document collection from clients and organizing workpapers, so staff accountants focus on preparation and review. Year round, assistants support bookkeeping clients, fractional CFOs and consultants with document prep.
Compliance Comes First
Assistants never give advice, sell or bind coverage. They work under your supervision in your systems, following your procedures. Every assistant signs an NDA, and you control access through the encrypted vault in your account.
Pricing
Insurance Assistant packages start at $280 a month for 20 hours at the Skilled VA level. Financial firms that mainly need bookkeeping support choose a Bookkeeping Assistant from $320. See Insurance Assistant packages.