Hire an insurance assistant in Kentucky
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. Serving businesses across Kentucky on Eastern time.
For independent insurance agencies, captive agents and brokers
How an insurance assistant helps your business
What changes when this work is no longer on your plate in Kentucky.
Producers get back to selling
Quote prep and service work leave your producers' desks, so they can spend their time with prospects.
Renewals get attention
Reviews and remarketing happen before the renewal date, which helps you keep more of your book.
Clients get faster service
Policy changes, certificates and questions get handled without pulling your agents off other work.
Exactly what your insurance assistant does
Your account manager turns the work you choose into a written checklist on your kickoff call, and you can change it as your needs change.
Quotes
- Gather client and risk information
- Enter quotes in comparative raters such as EZLynx
- Prepare quote comparisons for your agents
- Follow up on open quotes
Renewals
- Review upcoming renewals
- Remarket accounts with your carriers
- Prepare renewal paperwork
- Contact clients ahead of renewal dates
Policy service
- Process policy changes and endorsements
- Issue certificates of insurance
- Download documents from carriers
- Follow up with carriers on open items
Agency admin and retention
- Update Applied Epic, AMS360, HawkSoft or NowCerts
- Answer client service calls and emails
- Run cross-selling and retention outreach
- Report on open tasks and renewals
Good to know: Binding and coverage advice stay with your licensed agents.
Why clients choose us for their insurance assistant
Reasons specific to this role, plus what comes with every monthly package.
Knows agency systems
Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst and NowCerts.
Any state you write in
Assistants work in the carrier portals you give them access to.
Clear licensing limits
Unlicensed assistants prepare the work, and your licensed agents stay in charge of advice and binding.
A dedicated assistant
You work with one person who learns your business, not whoever is free in a shared pool.
A US account manager
One person matches you, runs your kickoff call and stays your contact if anything needs fixing.
Start in 1 to 3 business days
Most clients are matched within 1 to 3 business days of payment, or within 24 hours with rush onboarding.
Free replacement
If your assistant is not the right fit, we match you with a different one at no extra cost.
NDA and secure access
Every assistant signs an NDA, and logins go through a secure vault, never by email.
Clear prices, no lock-in
See your exact price before you order. Month-to-month packages can be cancelled any time, and unused hours roll over within your package limit.
How hiring works
Three steps, no account needed.
Build your package
Choose a role, a package and an experience level. Your monthly price updates as you go, with nothing hidden.
Pay your invoice
We create an itemized invoice. Pay by card or in crypto. Nothing is charged before that.
Meet your assistant
Your US account manager matches you within 1 to 3 business days and runs a kickoff call. Your assistant starts on your first tasks.
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 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 DedicatedTools 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.
Hire an insurance assistant by city in Kentucky
Industries that hire an insurance assistant
Insurance results
What business owners say about working with their assistant.
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EA12 hours a week backFounder, SaaS startupSample
My EA runs my calendar across three time zones and preps every meeting. I stopped answering email at midnight.
Rachel K.Austin, TX★★★★★ -
RE9 closings coordinatedRealtor, first quarterSample
Transaction deadlines, the CRM and my listing posts are all handled. I finally spend my days with buyers.
David M.Tampa, FL★★★★★ -
MEDHold times cut in halfFamily practiceSample
Insurance verification is done before patients arrive and the phones are answered. My front desk can breathe again.
Dr. Lena S.Chicago, IL★★★★★ -
SHOP600 listings liveShopify and Amazon storeSample
Our assistant uploaded the whole catalog in two weeks and now answers buyers every morning before we wake up.
Tom & Gina R.Portland, OR★★★★★ -
BOOKBooks closed by the 5thMarketing agencySample
QuickBooks is reconciled every month and late invoices get chased automatically. My CPA loves us now.
Marcus J.Atlanta, GA★★★★★ -
SDR31 meetings bookedB2B services, first monthSample
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 in Kentucky today.
