Virtual Assistant for Insurance Agents
Insurance is a follow-up business. Quotes need a second and third touch, renewals need a heads-up before the price changes, and leads you bought last month go stale if nobody calls them.
Most agents know this and still can't find the hours, because service work like ID cards, policy changes and claims questions fills the day. An insurance virtual assistant handles that work so you can sell and retain.
What your VA handles
Renewal reminders
Your VA tracks upcoming renewals in your agency management system and reaches out ahead of time, especially when a premium is going up and the client might shop around.
Quote follow-up
Every open quote gets a follow-up call and email on a set schedule. Your VA answers basic questions and books a call with you when the client is ready.
Claims paperwork
Your VA helps clients gather claim documents and photos, submits what's needed to the carrier and keeps the client updated on status.
Lead nurturing
Internet leads and referrals get contacted fast, then nurtured with check-ins until they're ready to quote. Old leads get a second look too.
Policy service requests
Certificates of insurance, ID cards, address changes and simple endorsements get handled quickly so clients feel looked after.
Cross-sell outreach
Your VA reviews your book for single-policy households and reaches out about bundling home, auto and umbrella coverage.
A dedicated VA, backed by AI
Your VA works alongside AI that keeps response times short. When a new lead comes in, an AI text assistant replies within a minute, confirms the coverage they're looking for and books a quote call.
We also set up renewal workflows that trigger tasks at fixed points before each expiration date. Your VA sees exactly who to call today and why, with the policy details already pulled up.
Agencies with several producers often share one VA across the team. Each producer gets a daily list of renewals, quotes and service requests, and the VA keeps notes in one place so anyone can pick up a client conversation. That consistency helps retention more than any single campaign.
How it works
Getting started is simple. We begin with a short call about where your hours go, then match you with a VA whose experience fits your industry. During the first week they shadow your process, and we write it into a playbook so the work stays consistent even on days your VA is out. You review their work, give feedback, and add tasks as trust builds.
Pricing
Our virtual assistants start at $20 an hour, with a 40-hour minimum to get started. You get a dedicated assistant trained on your business, a written playbook of everything they handle, and one point of contact on our team. AI voice agents, chatbots and workflows are scoped separately based on your volume.
Frequently Asked Questions
How much does an insurance virtual assistant cost?
Our VAs start at $20 an hour with a 40-hour minimum. Keeping even a few renewals each month usually covers the cost.
Can a VA quote or bind policies?
Quoting and binding typically require a license, so those stay with you or your licensed staff. Your VA handles prep, follow-up and service work around them.
Which agency systems do your VAs use?
Applied Epic, HawkSoft, EZLynx, AgencyZoom, AMS360 and carrier portals once you provide access.
Is a VA better than hiring a CSR?
For many small agencies, yes. A VA covers service and follow-up at an hourly rate, with no payroll overhead, and you can add hours as your book grows.
How quickly can I start?
Most agencies are live within one to two weeks. We start with renewals and open quotes because that's where the fastest wins are.
Get a virtual assistant for your insurance agents business
Tell us where your week goes and we'll show you which tasks a VA and a little automation can take off your plate. No long contracts.