Support the work behind every client conversation
Organized administrative follow-ups
Track document requests, appointments and open administrative items so your agents can see what still needs attention.
Clear client handoffs
Use approved responses for routine inquiries and route coverage, claim and policy questions to your licensed team or designated specialist.
A defined support role
Agree on duties, permissions and escalation steps. Your agency retains advice, underwriting, claims decisions and other responsibilities requiring specialist authority.
Administrative support for your agency
Start with routine tasks your team can clearly delegate. Confirm system access, training and approved communication before work begins.
Appointment Follow-ups
Contact approved prospects using your scripts and contact rules, record responses and arrange conversations with your licensed agents.
Client and Renewal Administration
Track renewal dates, request missing documents and coordinate agent follow-ups. Your licensed team handles recommendations, quotes and policy decisions.
Records and Document Support
Update approved client records, organize correspondence and track document requests in your agency’s systems.
Marketing Material Support
Prepare materials from approved templates and content. Your agency reviews product statements, disclosures and final publication.
Insurance VA questions
What does support cost?
Services start at $9/hour. Confirm duties, working hours and terms before starting.
Can a VA recommend or sell policies?
This offer covers administrative support. Your licensed team handles advice, recommendations and activities requiring a license.
Can a VA use our agency software?
Verify experience and provide the training and permissions needed for the role.
How is client information handled?
Set confidentiality requirements, approved systems and access limits before sharing records.
How your VA can support your insurance team
Your VA can help track renewal dates, request administrative documents, and arrange callbacks using approved scripts. They can organize incoming information and flag incomplete records for your team.
A handoff can list outstanding client replies, upcoming appointments, and questions awaiting a licensed professional’s response.
Your authorized team provides coverage advice, explains policy terms, and makes decisions requiring a license. Your VA follows the access and task limits you set.