Looking for virtual assistant for insurance agent policy processing? An Insurance Assistant from Virtual Assistant takes the work off your plate, and you can start this week. They work your US business hours in your time zone, on a month-to-month package.
Tasks You Can Hand Off
Best for independent insurance agencies, captive agents and brokers. Typical work includes:
- Cross-selling and retention outreach
- Quote preparation and comparative raters
- Renewal reviews and remarketing
- Policy changes and endorsements
- Certificates of insurance
They already work in tools like Microsoft 365, HawkSoft, NowCerts and Applied Epic. See the full Insurance Assistant page for every task.
How a Virtual Assistant Handles It
Getting a virtual assistant for insurance agent policy processing usually takes about a week to settle in:
- Day one: you show the task once on a short call or a Loom video
- Your assistant writes the steps into a checklist and you approve it
- First week: they do the work and you review it
- After that: they handle it on their own and report on what they did
If the task needs logins, you share them through the encrypted vault in your account, never by email, and you can remove access at any time.
Insurance Assistant Prices
Our current monthly prices for an Insurance Assistant at the Skilled VA level. They are the same in every state.
- Starter, 20 hours a month: $280 ($14.00 an hour)
- Growth, 40 hours a month: $532 ($13.30 an hour)
- Professional, 80 hours a month: $1,008 ($12.60 an hour)
- Full-Time Dedicated, 160 hours a month: $1,904 ($11.90 an hour)
A Senior Specialist starts at $378 a month and a US-Based Specialist at $532. Prepay 3, 6 or 12 months to save up to 12%. Build your package to see your exact price.
From Order to First Task
- Build your package: pick the role, hours and experience level and see the price
- Pay the itemized invoice by card or crypto
- Your account manager contacts you within one business day, and most assistants are matched within 1 to 3 business days
- Share access through the vault and give your first tasks
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For the bigger picture, read our full guide: Virtual Assistants for Insurance Agencies, Financial Advisors and CPA Firms.