build the team that unlocks your next stage of growth
Most agencies begin with one role and expand as capacity increases. Our college educated, technologically proficient Virtual Assistants are trained in industry standard AMS systems and are prepared to contribute from day one.
admin
Back Office Support
$13.25 / hour
Policy Processing
Carrier Downloads
Cancellations
Auto ID Management
client facing
Client Support Specialist
$14.40 / hour
*Everything in Admin, plus:
Inbound Calls
Billing Inquiries
Carrier Communication
Client Intake Management
elevated
Advanced Insurance Operations
$16.10 / hour
*Everything in Client Facing, plus:
Audit Reviews
Quoting Support
ACORD Applications
Endorsements
Complex Certificates
2 Weeks of specialized training
elevated+
Workflows, onboarding & training
Contact sales for pricing
*Everything in Elevated, plus:
Custom SOP Development
Workflow Mapping
& Documentation
& Documentation
Process Optimization
Hands-on Operational Support
2 Weeks of specialized training
We guarantee you’ll be happy with your assistant within 30 days or we’ll refund your payment.
what our insurance trained virtual assistants can support with
From daily operations to quoting preparation, our Virtual Assistants expand your agency’s capacity across service, billing, and back office workflows so your licensed team can stay focused on revenue and client relationships.
- Answer inbound calls, emails, chats, triage or escalate to licensed staff
- Schedule calls or appointments for licensed agents
- Confirm receipt of documents or applications
- Send reminders for documents, forms, payments, or renewals
- Respond to general inquiries (“When is my due date?” / “Did my ID card get mailed?”)
- Follow up on open service requests or pending client actions
- Send customer service surveys or feedback forms
- Send welcome or onboarding packets
- Monitor and process carrier daily downloads into AMS (new business, renewals, endorsements, cancels)
- Match downloaded policies to client accounts
- Upload/download and attach policy documents to correct AMS folders
- Enter or verify billing details and due dates in AMS
- Enter/update client contact and policy info in AMS (address, vehicles, drivers)
- Flag mismatches between downloads and AMS records for agent review
- Pull and prepare AMS reports for expiring policies, pending quotes, etc.
- Tag or label client files for marketing, renewals, or cross-sell campaigns
- Maintain detailed call/email logs and documentation in client records
- Create follow-up tasks or reminders in AMS for agent/CSR teams
- Monitor and send billing due/late payment reminders
- Notify clients of failed or returned payments (non-advisory)
- Email or upload billing schedules, invoices, and payment instructions
- Set up EFT/auto-pay with client
- Track and document payment confirmations from carriers
- Pull and forward cancellation warning notices (non-advisory)
- Verify installment plans or account balances from carrier portals
- Follow up on billing discrepancies flagged by agents or clients
- Send receipts or proof of payment (if available online)
- Assist with reinstatement paperwork process (agent must initiate)
- Collect quote info (drivers, VINs, address, prior carrier, etc.)
- Enter data into comparative rater or carrier systems
- Prepare quote spreadsheets or summaries (no advising)
- Submit quote info to carriers for agent approval
- Send renewal questionnaires to clients
- Pull prior policy info from AMS to prep renewals
- Track and organize quotes awaiting client or agent response
- Flag renewals with premium jumps for agent review
- Save quote results to AMS/client folders
- Log quote activities and status in tracking spreadsheet
- Intake and log COI requests
- Verify required information is present in COI request
- Forward COI requests to licensed staff or certificate team
- Email completed COIs to requesters
- Save COIs to client record in AMS
- Maintain COI request and delivery logs
- Request ID cards or declaration pages from carrier portals
- Email ID cards, dec pages, or endorsements to clients (no advising)
- Pre-fill endorsement or cancellation forms for agent review
- Log and track service requests and their resolution status
- Follow up on pending endorsements or changes with the carrier
- Update lienholder or mortgagee info (with licensed agent direction)