Hire a Dedicated Insurance VA
Scale your agency without the overhead. We match you with experienced, vetted insurance virtual assistants ready to handle your policies, claims, and customer service.
A staffing plan built around your agency
Book a call to scope the role, coverage, and onboarding plan.
Get Your Free Consultation
Tell us what you need, and we'll match you in 24 hours.
Trusted by agencies working with
1,200+
Active VAs
2,000+
Agencies Served
24hr
Match Time
98%
Satisfaction Rate
Save 75% on Staffing
In-House vs. InsuranceYo VA
In-House Employee
$5,200/mo
- + Salary: $3,500
- + Benefits & insurance: $800
- + Payroll taxes: $450
- + Equipment & office: $300
- + Training & onboarding: $150
InsuranceYo VA
Custom Plan
Book a free consultation to scope your workflows and coverage needs.
- No benefits or insurance costs
- No payroll taxes
- No equipment or office costs
- Pre-trained on insurance workflows
- Scale up or down anytime
Core Capabilities
What Your Insurance VA Can Do
Our VAs are trained on the tasks that matter most to insurance agencies, so they hit the ground running from day one.
Policy Processing
End-to-end policy servicing including new business, endorsements, renewals, and cancellations across all major AMS platforms.
Customer Service
Professional phone and email support for your policyholders, including certificate requests, billing inquiries, and claims intake.
Claims Support
Claims follow-up, tracking, documentation management, and carrier communication to keep the process moving.
Marketing & Lead Gen
CRM management, email campaigns, social media scheduling, and lead qualification to fill your pipeline.
Accounting Support
QuickBooks data entry, premium reconciliation, commission tracking, and agency billing management.
Administrative Support
Calendar management, document preparation, data entry, filing, and day-to-day office operations support.
How It Works
Get Matched in 4 Simple Steps
Discovery Call
Tell us about your agency, your workflow, and the tasks you need handled. We learn what a great VA looks like for you.
Talent Match
We hand-pick a VA from our vetted pool with the insurance experience and software skills that match your needs.
Onboarding
Your VA is trained on your processes, systems, and preferences. Most agencies are fully onboarded in 48 hours.
Ongoing Support
Your dedicated account manager ensures performance stays high with weekly check-ins and continuous optimization.
Industry Expertise
VAs for Every Insurance Vertical
Whether you're a solo agent or a large MGA, we have VAs with experience in your specific line of business.
P&C Insurance
Property & casualty agencies of all sizes
Life & Health
Life insurance and health benefits agencies
Commercial Lines
Complex commercial and specialty carriers
Independent Agencies
Multi-carrier independent agents
MGAs & Wholesalers
Managing general agents and wholesale brokers
Claims Adjusters
Independent and public adjusting firms
Benefits Brokers
Employee benefits and group insurance
InsurTech
Technology-forward insurance companies
Why InsuranceYo
The Smarter Way to Staff Your Insurance Agency
Stop paying premium rates for tasks that don't require a licensed producer. Our insurance-trained VAs handle the operational heavy lifting so your team can focus on selling and growing.
Insurance Specialists
Every VA passes a rigorous multi-step screening: insurance knowledge assessments, software proficiency tests, English fluency evaluation, background checks, and a supervised trial period before joining our network.
Custom Support Plan
We scope your workflows, required expertise, and coverage goals before recommending the right support plan.
30-Day Satisfaction Guarantee
Month-to-month flexibility with no long-term contracts. Plus a 30-day satisfaction guarantee, so you can get a full refund if you're not happy. Scale up or down anytime.
Backup VA Coverage
If your VA is ever unavailable, a trained backup steps in immediately at no extra cost. All VAs sign NDAs and are HIPAA-trained with encrypted communication channels.
Custom Support
Build a Plan Around Your Agency
Tell us which workflows you want to delegate, the tools you use, and the coverage you need. We will recommend a tailored plan during a free consultation.
Book a CallPlatform Proficiency
Your VA Knows Your Tools
Stop Doing Low-Value Tasks
Your time is worth more. Delegate policy processing, customer service, and admin work to a dedicated insurance VA, and focus on what grows your agency.
FAQ
Frequently Asked Questions
How are your insurance VAs vetted,
Every VA goes through a rigorous multi-step screening: insurance knowledge assessment, software proficiency tests, English fluency evaluation, background check, and supervised trial period before joining our network.
What insurance software do your VAs know,
Our VAs are trained on major AMS platforms including Applied Epic, AMS360, HawkSoft, EZLynx, and QQCatalyst, plus CRMs like Salesforce and HubSpot, and accounting tools like QuickBooks.
Can I try before committing,
Yes. All plans are month-to-month with no long-term contracts. Plus our 30-day satisfaction guarantee means you can get a full refund if you're not happy.
How quickly can I get started,
Most agencies are matched within 24 hours and fully onboarded within 48 hours. We handle the training on your specific processes and systems.
What tasks can an insurance VA handle,
Policy processing, endorsements, renewals, certificate issuance, claims follow-up, customer service calls and emails, CRM updates, marketing campaigns, bookkeeping, and general admin tasks.
Is my data secure,
Absolutely. All VAs sign NDAs and are HIPAA-trained. We use encrypted communication channels and follow strict data handling protocols aligned with insurance industry compliance standards.
What if I need to scale up or down,
No problem. Add additional VAs or reduce hours at any time. All plans are month-to-month with no penalties for changing your team size.
Do you provide a backup if my VA is unavailable,
Yes. Every plan includes backup VA coverage at no extra cost. If your primary VA is sick or on leave, a trained backup steps in immediately.
