Insurance Virtual Assistant
More policies, less paperwork.
A dedicated virtual assistant who handles renewals, claims, and client data — so you spend your time closing and advising, not buried in admin.
An extension of your team
Assistants who know AMS platforms and carrier workflows.
0%
Cost saved vs. local hire
0h
To get matched
0
Day avg. onboarding
0/5
Client rating
What they handle
Everything but the advice.
Policy & Renewal Management
Renewal dates tracked and clients reminded before coverage lapses.
Claims Processing Support
Claim files opened, documented, and followed up until they're resolved.
Client Onboarding & Data Entry
New client records set up cleanly across your AMS and carrier portals.
Quote Preparation
Multi-carrier quotes assembled and ready for you to present.
Certificate of Insurance Requests
COI requests handled and issued without pulling you off client calls.
Customer Service & Follow-up
Routine client questions and check-ins handled promptly and professionally.
Engagement models
Hire the way that fits.
Full-time dedicated
An assistant working only on your agency, your hours — like an in-house hire, without the overhead.
Part-time / flexible
Scale hours up or down around renewal season and policy volume.
Task-based support
Hand off specific recurring work — COIs, data entry, renewals — without a full-time hire.
How it works
Hire in four simple steps.
Share your needs
Tell us your agency size, AMS, and the tasks you want off your plate.
Get matched
We shortlist vetted assistants with insurance experience within 48 hours.
Interview
Meet and assess candidates yourself — you make the final call.
Onboard & go live
Your assistant starts fast and integrates with your AMS and carrier portals.
Why choose us
Support without the hassle.
Hiring locally is slow and expensive. We give you a vetted assistant who already understands agency workflows, ready to start in days, working as part of your team, at a fraction of the cost.
Vetted assistants with insurance agency experience, ready to start
Up to 60% cheaper than a local hire
Comfortable with AMS platforms like EZLynx, AMS360, and HawkSoft
Work your hours, your timezone, your tools
No recruitment fees or HR overhead
We rematch if the fit isn't right
Questions
Before you ask.
Does my assistant know insurance agency management systems?+
Yes — we match you with assistants who have hands-on experience with AMS platforms like EZLynx, AMS360, and HawkSoft, and carrier portals. If a system is new to them, they ramp up fast.
Can they talk to clients and carriers directly?+
Yes. Your assistant can handle client calls, emails, and carrier follow-up on your behalf using scripts and a tone you approve, so service stays consistent even during busy renewal periods.
How quickly can an assistant start?+
We usually shortlist matched candidates within 48 hours. After your interviews, onboarding can begin in days.
What if the assistant isn't the right fit?+
We rematch. If someone isn't working out, we find a replacement who is — the relationship matters more to us than any single placement.
Who manages the assistant day to day?+
You do — they work as part of your team, in your workflow. We handle HR, payroll, and admin in the background.
Ready to get your time back?
Tell us what you need off your plate. We'll shortlist vetted assistants within 48 hours.