P&C Experts ✨
Experienced in Personal & Commercial Lines of Business
Insurance Virtual Assistants
Assign your administrative tasks to your dedicated virtual assistants experienced in both Personal and Commercial Lines, so you can focus on sales-generating work.
What Our Virtual Assistants Can Do For You
Customer Support
Respond promptly and professionally to client inquiries via phone, email, or chat, ensuring clear communication and timely resolution.
Claims Processing
Provide accurate quotes for both Personal and Commercial Lines, tailored to client requirements.
Policy Administration
Assist with policy changes, billing inquiries, cancellations, binding, and claims, while offering guidance and reassurance throughout.
Document Management
Prepare, review, and distribute insurance documents including policies, endorsements, and renewal notices with precision and compliance.
Certification Requests
Handle certification requests efficiently, maintaining accuracy and fast turnaround times.
Data Entry & Organization
Maintain and update client records and databases to ensure reliability, accessibility, and compliance with company standards.
AMS Platform Expertise
Proficient in leading AMS platforms such as EzLynx, AMS 360, Hawksoft, Applied Epic, and Agency Zoom, leveraging technology to streamline workflows and enhance client service.
Sales Support / Appointment Setter
Work your leads and seamlessly transfer them to licensed agents for real-time conversions.
Our Simple Process
From initial consultation to ongoing support, we make hiring a virtual assistant simple and stress-free.
We Listen
Schedule your Discovery Call! Share your ideal candidate profile with us, and let's craft the perfect Virtual Assistant recruitment strategy tailored just for you.
We Match
Screen and interview shortlisted candidates. We present only the most qualified, industry-vetted talent so you can choose with confidence.
We Onboard
We handle the contracts and onboarding of your VA. You have full flexibility to train your selected virtual assistant based on your company's procedures.
We Support
We handle VA management and payroll processing, so you can focus on running your business.
30-day risk-free trial: If you're not completely satisfied with your virtual assistant, we'll find you a replacement at no additional cost.
No Hidden Fees
Transparent Pricing for Insurance
Simple, predictable pricing. You only pay the assistant's salary plus 12% commission.
Insurance Roles
Pricing from $1,232 to $1,568 per month
Customer Support Representative
Salary
$1,200
12% Fee
$144
Monthly Total
$1,344
Claims Processing Specialist
Salary
$1,400
12% Fee
$168
Monthly Total
$1,568
Insurance Administrative Assistant
Salary
$1,100
12% Fee
$132
Monthly Total
$1,232
Policy Management Specialist
Salary
$1,300
12% Fee
$156
Monthly Total
$1,456
A one-time $500 onboarding fee applies to your first virtual assistant hire.
What's Included
- No upfront fees to interview candidates
- Guaranteed replacement at no cost
- Complete administrative support
- Team scalability
Reach Out
Get In Touch
We'll respond to your inquiry within 24 hours. Our team is ready to help.