Virtual assistants for insurance agencies
Quote faster and keep renewals on time. Your assistant handles quoting prep, policy changes, certificates and renewal follow-up inside your agency management system.
Roles for independent insurance agents and agencies
Skilled VA prices. Every role comes as a monthly package, pay-as-you-go hours or a one-time project.
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From $280/mo · $16.80/hr on demand
Insurance Assistant
Quotes, renewals, policy service and AMS updates.
Hire this role -
From $240/mo · $14.40/hr on demand
Customer Service Assistant
Email, chat and phone support for your customers.
Hire this role -
From $260/mo · $15.60/hr on demand
Lead Generation & Cold Calling
Prospect lists, cold calling and appointment setting.
Hire this role
What your assistant handles
Your account manager turns these into a written checklist on your kickoff call.
- 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
Insurance Assistant packages
Skilled VA prices. Choose any role and experience level on the order form.
Starter
20 hours a month · ≈5 hrs/week
$280/mo
$14.00/hr
For founders and busy professionals who need the inbox, calendar and follow-ups handled.
Choose StarterGrowth
40 hours a month · ≈10 hrs/week
$532/mo
$13.30/hr · save 5%
A steady part-time assistant for a growing business, with a weekly check-in call.
Choose GrowthProfessional
80 hours a month · ≈20 hrs/week
$1,008/mo
$12.60/hr · save 10%
A half-time dedicated assistant with daily updates and a trained backup VA.
Choose ProfessionalFull-Time Dedicated
160 hours a month · ≈40 hrs/week
$1,904/mo
$11.90/hr · save 15%
Your own full-time assistant working your business hours, as part of your team.
Choose Full-Time DedicatedWhat independent insurance agents and agencies search for
8 short guides with tasks, prices and how to hire.
- Insurance verification virtual assistant: Services, Tasks and Pricing
- Insurance agency virtual assistant: What to Look For and What It Costs
- Independent insurance agent VA: Services, Tasks and Pricing
- Virtual assistant for insurance agent policy processing: How It Works and What It Costs
- Do virtual assistants carry errors and omissions insurance?
- On-demand virtual assistant for insurance agents: Hourly Help With No Monthly Commitment
By city and state
Missouri virtual assistant for insurance claim processing supportVirtual assistant for insurance agent Anaheim CA
Hire for your insurance agencie business in your state
Insurance Assistant pages for every state, with your local time zone.
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Guides for insurance agencies
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Local guides
Hiring a Virtual Assistant in California: Los Angeles, the Bay Area, Orange County, San Diego and the Inland Empire
Executive support in Palo Alto, paralegals in Santa Ana, bookkeepers in Stockton. What California businesses hire virtual assistants for, city by city, with prices.
Read the guide -
Industry guides
Hiring a HIPAA-Trained Medical Virtual Assistant for Your Practice
Scheduling, insurance verification and patient calls handled remotely, with HIPAA training and a signed BAA. Here is how practices get started.
Read the guide -
Working with a virtual assistant
Is It Safe to Give a Virtual Assistant Access? Passwords, NDAs, Contracts and HIPAA
Giving someone your inbox and logins is a big step. The practical rules for sharing access safely, and the contracts that protect you.
Read the guide
Hiring a virtual assistant for insurance agencies
Still unsure? Open the chat and ask an account manager directly.
How much does a virtual assistant for insurance agencies cost?
Monthly packages start at $240 for 20 hours at the Skilled VA level. Pay-as-you-go hours start at $14.40 an hour with no monthly commitment. Senior Specialists cost 35% more and US-Based Specialists 90% more.
Which role should independent insurance agents and agencies hire?
Most start with an Insurance Assistant. Customer Service Assistant and Lead Generation & Cold Calling are also popular. One package can cover more than one kind of work: tell your account manager on the kickoff call.
Will my assistant know Applied Epic and EZLynx?
Many of our assistants already work in Applied Epic, EZLynx, HawkSoft, AgencyZoom, QQCatalyst. If yours uses something else, your assistant learns your setup during onboarding and writes it into a checklist.
Is my business and client information safe?
Every assistant signs an NDA, and logins are shared through an encrypted vault in your account, never by email.
How fast can an assistant start?
Most clients are matched within 1 to 3 business days of payment. Add rush onboarding for $49 and your assistant starts within 24 hours.
Other industries we support
Dental officesChiropractors and physical therapistsMed spas, salons and aesthetic clinicsTherapists and mental health practicesVeterinary clinicsMedical practices and clinicsLaw firms and attorneysMortgage brokers and loan officersAccounting firms and CPAsFinancial advisors and wealth managersReal estate investors and wholesalersProperty managers and landlordsAirbnb and short-term rental hostsReal estate agents and brokersAmazon and Walmart sellersE-commerce and Shopify storesMarketing and creative agenciesCoaches and consultantsRecruiters and staffing agenciesStartups and SaaS companiesContractors and home service businessesRestaurants and hospitality businessesNonprofits and churchesContent creators and podcastersLogistics and trucking companiesTravel agencies and event plannersPhotographers and creative studiosArchitects and engineering firmsSchools, tutors and education businessesAuto dealerships and repair shopsGyms and fitness studiosBusy executives and entrepreneursSmall businessesAll industries
Hire your assistant for insurance agencies this week.
