Insurance Virtual Assistant & Back-Office Support

We Provide Only Experienced Professionals

We provide you experienced virtual assistants to ensure high-quality service and professionalism. This approach guarantees reliable support and consistent results for our clients.

Part-Time & Full-Time, Tailored to Your Needs

Part-Time Support: Ideal for agencies that need help during peak hours, with specific tasks, or want to test out a VA before scaling up.

Full-Time Assistants: For agencies looking for dedicated, long-term support to handle daily operations, policy management, client follow-ups, and more.

Our virtual assistants work in real time, fully aligned with your business hours and time zone. That means no delays, no overnight waits—just immediate, responsive support when you need it most.

Real Time Working

We work with independent insurance agencies, MGAs, and brokers for their commercial lines & personal lines of Insurance.

🧾 Policy Management Support
Assist with quoting, endorsements, COI, ACORD forms, renewals, and cancellations etc.
📞 Client Communication
Respond to emails, follow up on claims, schedule appointments, and more.
📋 Data Entry & AMS Management
Keep your systems updated and organized.
🛠️ Administrative Support
Help with forms, reports, document management, and other daily tasks.
💼 Feels Like In-House Staff
Your VA works alongside your team during office hours, attending meetings, handling client follow-ups, and adapting to live updates.
🌐 U.S. Time Zone Coverage
We match VAs to your preferred time zone to ensure perfect alignment.

What We Offer

Expertise That’s Built for U.S. Insurance Agencies

🏢 Deep Industry Knowledge: Our VAs are trained specifically in the operations of U.S. insurance agencies—from quoting and policy servicing to client retention and renewals.
📋 Familiar with Major Lines: We handle tasks related to Personal Lines (auto, home, renters, life) and Commercial Lines (GL, BOP, WC, etc.) with accuracy and confidence.
🛠️ Proficient in Key Tools: Experience with leading CRMs and agency management systems like EZLynx, AMS360, HawkSoft, Applied Epic, Sagitta and more.
📄 ACORD Forms & Carrier Portals: We know how to complete, manage, and submit ACORD forms, and navigate top carrier portals with ease.
⚖️ U.S. Compliance Awareness: Our VAs understand the importance of data privacy, E&O prevention, and state-specific regulations across the U.S.

Please email us to schedule a 15 min call