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.

Hire my assistantBuy hours

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.

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 Starter
Most chosen

Growth

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 Growth

Professional

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 Professional

Full-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 Dedicated

Guides for insurance agencies

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.

Hire your assistant for insurance agencies this week.

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