admin
virtual assistants
Our admin virtual assistants provide top-tier support for insurance agencies, handling critical, detail-oriented administrative tasks with precision and efficiency.
They keep your back office running smoothly while you to focus on growing your business.
They keep your back office running smoothly while you to focus on growing your business.
the perfect fit for your agency
Meet your bilingual, college-educated admin virtual assistants, highly skilled in core insurance operations. They are trained in industry-leading AMS systems like Applied Epic, HawkSoft, EZLynx and AMS360, ensuring seamless support for your daily administrative needs.
Admin
- Manage daily tasks within AMS systems (EZLynx, AMS360, Epic, Hawksoft), including creating and updating client profiles, attaching carrier correspondence, logging activities, and running reports. Ensure all policy documentation, certificates, and endorsements are accurately filed for easy retrieval.
- Review active policies to ensure all client information — such as named insureds, coverage limits, deductibles, and effective dates — is accurate and up to date. Update records to reflect endorsements, policy changes, or corrections, ensuring compliance with carrier requirements and proper documentation in the AMS.
- Monitor upcoming renewals, review expiring policies for necessary changes, and prepare renewal documents. Coordinate with clients and carriers to finalize renewals, ensuring continuous coverage and updating records post-renewal.
- Generate Auto ID cards for clients when new vehicles are added or policies are issued. Review card details for accuracy (such as VIN, policy numbers, and effective dates) and distribute them promptly.
- Monitor daily downloads from carriers, reconcile incoming data with existing records, and investigate any mismatches. Correct discrepancies by liaising with carriers or internal teams, ensuring that billing, claims, and policy details are always current and error-free.
- Review notices of cancellation, verify reasons for cancellation, and notify account managers of urgent cases. Coordinate with clients to resolve payment or documentation issues that could lead to cancellation. If reinstatements are needed, handle submission and follow-up with carriers, updating the AMS once resolved.
- Prepare and submit BOR letters to carriers to transfer policies to your agency. Track carrier responses and update the AMS upon acceptance. For loss runs, request claims history reports from carriers, follow up on pending requests, and file reports appropriately to assist with renewals or quoting processes.