I will provide back office virtual assistant support for insurance agencies

Algumas informações são exibidas no idioma inglês.

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Eu falo Inglês, Hindi, Espanhol

Insurance Virtual Assistant

I’m a Virtual Insurance Assistant with experience supporting US & Canadian insurance agencies in Personal & Commercial Lines. I help with quoting, endorsements, renewals, COIs, policy checking, and CR...

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Sobre este Serviço

Are you an insurance agency owner spending more time on paperwork than on clients?

I specialize in back-office virtual assistant support exclusively for insurance agencies in the US, UK, and Canada. I understand your workflows, your software, and the pressure of keeping an agency running smoothly

What I can handle for your agency

Policy renewal tracking & follow-up reminders

CRM data entry & client record updates (AMS360, HawkSoft, EZLynx, Applied Epic)

New client onboarding paperwork & file setup

Certificate of Insurance (COI) requests & processing

Email inbox management & client correspondence

Quote follow-up calls & scheduling

Carrier document organization & filing

Cancellation & reinstatement processing support

Daily agency reports & spreadsheet updates

Calendar & appointment management

Why agency owners choose me

Unlike generic virtual assistants, I speak insurance. I know the difference between a BOR and a carrier appointment. I understand compliance sensitivities and handle client data with confidentiality.

You get a dedicated back-office partner not someone you have to train from scratch.

100% confidential | NDA available on request | Available US, UK & Canada time zo

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