Experienced Virtual Assistants for Insurance Agencies

Tasks That Our VAs Handle

Almion Desk Solutions is an insurance back-office process outsourcing company providing services to insurance agencies and brokers through Insurance Virtual Assistants. Our proven methods help businesses achieve cost saving while increasing efficiency and productivity. Our experienced VAs can perform all the below tasks:

• Certificate of Insurance (COI) & EOP Issuance.

• Endorsements.

• Policy Checking.

• Online Rating / Quoting New Businesses.

• Commercial ACORD preparations.

• Master Marketing Submissions.

• Cancellations.

• Loss Runs.

• Invoice / Payment Processing.

• New Business Intake.

• Renewals.

• Policy Downloads.

• Remarketing Accounts.

• Updating AMS.

Our Expertise in Agency Management Systems (AMS)

Our VAs comes with hands on experience with all the agency management systems:

• Applied EPIC & CSR24.

• Vertafore AMS 360.

• Vertafore Sagitta.

• NowCerts.

• EzLynx and many more....

Trained by CISR

We invest in continuous learning and development, so our VAs stay up-to-date with Insurance industry knowledge to serve you better.

• Weekly training sessions by our in-house Certified Insurance Service Representative (CISR).

• Training includes a strong focus on insurance ethics, E&O prevention, and compliance, so your agency is always protected.

• With CISR-trained assistants, you get a team that can scale with your operations while maintaining service quality and integrity.

ISO 27001 Certified

• Globally Recognized Information Security Standard.
  We are proud to be ISO/IEC 27001:2022 certified, demonstrating our commitment to the highest standards in data security and risk management.

• Regular Risk Assessments & Audits.
  We continuously monitor, evaluate, and update our security practices through internal audits and third-party assessments, keeping your data protected against evolving threats.

• Secure Virtual Work Environment.
  Our Virtual Assistants operate within secure, access-controlled systems and are trained in data privacy compliance, reducing your agency's exposure to data breaches.

Why Choose Us

At Almion Desk Solutions, we specialized in providing top-tier virtual assistant tailored specifically for U.S. based insurance agencies. By outsourcing to us, agencies reduce overhead costs, boost productivity, and ensures consistent client communication - all while maintaining compliance and accuracy. We want to become extension of your team, helping you focus on what matters more: growing your business.

Dedicated Virtual Assistant & Real Time Working

Experience the advantage of having a skilled virtual assistant fully dedicated to your agency's needs.

Our virtual assistants work in real-time during your agency's business hours, ensuring seamless communication and immediate task execution.

50% Discount for 1st Month & No-Long Term Commitments

We offer 50% discount for 1st month VA services. We promise clear pricing with no hidden costs - ever.

You get the flexibility to cancel contract with us anytime.

Strict NDA Compliance – Your Confidentiality Is Our Priority

All our Virtual Assistants sign a legally binding Non-Disclosure Agreement (NDA) before onboarding, ensuring complete confidentiality of your agency’s data and client information.

We take data protection seriously. Every VA is contractually obligated to maintain strict confidentiality through our standardized NDA policy.