Hire a insurance agency virtual assistant
An insurance VA keeps your agency’s service desk moving: renewals, certificates of insurance, endorsements, data entry into your AMS, and quote intake for licensed producers.
What they handle
- Renewal list management and outreach
- Certificates of insurance issuance
- AMS data entry and policy downloads
- Quote intake and carrier portal prep
- Claims follow-up and status updates
- Cross-sell campaign support
Tools they use
- Applied Epic
- HawkSoft
- EZLynx
- AgencyZoom
- Carrier portals
What we screen for
- Insurance terminology
- Detail orientation
- Service mindset
Typical schedule
Part-time to full-time.
Questions about hiring a insurance agency virtual assistant
Does an insurance VA need a license?
Administrative tasks generally do not require a license, but selling, soliciting, or giving coverage advice does. Your licensed staff should own those conversations.
How long does it take to hire a insurance agency virtual assistant?
Most placements take about 14 days from discovery call to start date, including skills testing and your finalist interviews.
What does it cost?
A one-time placement fee ($2,000–$3,000 depending on plan) plus the VA’s hourly wage. Managed plans add a monthly fee of $300 for the first VA plus $75 for each additional VA.
Related reading
Ready to hire your insurance agency assistant?
Tell us what you want off your plate. We will send a role scorecard and a plan within one business day.