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Insurance virtual assistants for agencies

Free your producers to sell. Your insurance assistant gathers quote information, processes renewals and endorsements, updates your agency management system and follows up with clients and carriers.

For independent insurance agencies, captive agents and brokers

INS

Packages from

$280/mo Hire my assistant

Insurance Assistant packages

Skilled VA prices shown. Every package includes a dedicated assistant, a US account manager, an NDA and rollover hours.

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
Insurance Assistant: monthly price by experience level
PackageSkilled VASenior SpecialistUS-Based Specialist
Starter 20 hrs$280$378$532
Growth 40 hrs$532$718.20$1,010.80
Professional 80 hrs$1,008$1,360.80$1,915.20
Full-Time Dedicated 160 hrs$1,904$2,570.40$3,617.60

What your insurance assistant handles

Your account manager turns these into a written checklist on your kickoff call.

  • Quote preparation and comparative raters
  • Renewal reviews and remarketing
  • Policy changes and endorsements
  • Certificates of insurance
  • Agency management system updates
  • Carrier follow-ups and downloads
  • Client service calls and emails
  • Cross-selling and retention outreach

Tools they already know

And any other software you use: your assistant learns your stack during onboarding.

Pay-as-you-go hours

No monthly commitment. Hours stay valid for 90 days. Skilled VA rate $16.80/hr.

10 hours$168Order 20 hours$319Order 50 hours$756Order

Price a one-time project

Also searched for as

Whatever you call it, this is the insurance assistant package to order.

insurance agency virtual assistantindependent insurance agent VAvirtual assistant for insurance agent policy processingMissouri virtual assistant for insurance claim processing supportvirtual assistant for insurance agent Anaheim CAon-demand virtual assistant for insurance agents

Hire a insurance assistant in your state

Your assistant works your time zone and follows your state's paperwork.

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming

Industries that hire a insurance assistant

Insurance agenciesAll industries

Insurance results

What business owners say about working with their assistant.

  • EA
    12 hours a week backFounder, SaaS startup
    Sample
    My EA runs my calendar across three time zones and preps every meeting. I stopped answering email at midnight.
    Rachel K.Austin, TX
    ★★★★★
  • RE
    9 closings coordinatedRealtor, first quarter
    Sample
    Transaction deadlines, the CRM and my listing posts are all handled. I finally spend my days with buyers.
    David M.Tampa, FL
    ★★★★★
  • MED
    Hold times cut in halfFamily practice
    Sample
    Insurance verification is done before patients arrive and the phones are answered. My front desk can breathe again.
    Dr. Lena S.Chicago, IL
    ★★★★★
  • SHOP
    600 listings liveShopify and Amazon store
    Sample
    Our assistant uploaded the whole catalog in two weeks and now answers buyers every morning before we wake up.
    Tom & Gina R.Portland, OR
    ★★★★★
  • BOOK
    Books closed by the 5thMarketing agency
    Sample
    QuickBooks is reconciled every month and late invoices get chased automatically. My CPA loves us now.
    Marcus J.Atlanta, GA
    ★★★★★
  • SDR
    31 meetings bookedB2B services, first month
    Sample
    The cold calling assistant follows our script perfectly and books qualified calls straight onto my calendar.
    Sofia P.Phoenix, AZ
    ★★★★★

Questions business owners ask

Still unsure? Open the chat and ask an account manager directly.

Can your assistants quote and bind?

Unlicensed assistants gather information and prepare quotes. Binding and giving coverage advice stay with your licensed agents.

Do you work with my state's carriers?

Yes. Assistants work in the carrier portals you give them access to, for any state you write in.

How fast can my assistant start?

Most clients are matched within 1 to 3 business days of payment. Add rush onboarding to start within 24 hours.

What if my assistant is not a good fit?

Tell your account manager and we match you with a different assistant at no extra cost.

Hire your insurance assistant today.

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