Virtual Assistants for Insurance Agencies and Agents
Get a dedicated insurance virtual assistant trained to help with quoting support, renewal management, COI requests, claims follow-up, and client service — so your agents stay focused on selling and retention.
What Can an Insurance Virtual Assistant Help With?
Quote requests, renewal reminders, COI requests, and claims follow-up — the recurring policy admin that slows down your agents is exactly what a dedicated insurance VA takes off their plate.
Policy & Quote Support
Quoting is often the first point of friction with a new prospect. A VA can help prepare quotes, request missing information, and keep quote requests moving so nothing sits idle.
- Preparing new business quotes
- Requesting missing applicant info
- Following up on pending quotes
- Data entry into your AMS
Renewal Management
Renewals are one of the most valuable recurring tasks to delegate. A VA can help track upcoming dates, reach out to clients, and flag anything that needs agent attention.
- Tracking upcoming renewal dates
- Sending renewal reminder calls and emails
- Confirming updated coverage details
- Flagging at-risk renewals for agent review
COI & Certificate Requests
Certificate of insurance requests are constant and repetitive. A VA can process requests and keep vendors, lenders, and clients moving without pulling an agent off the phones.
- Processing COI requests
- Sending certificates to vendors and lenders
- Tracking outstanding requests
- Maintaining a COI request log
Claims Support
Clients want to know their claim is being handled. A VA can help keep claims organized and clients informed without touching coverage decisions.
- Logging new claims
- Following up with adjusters for status
- Updating clients on claim status
- Organizing claims documentation
Client Service & Policy Changes
Routine service requests — address changes, endorsements, billing questions — are ideal to delegate. A VA can process the admin side while agents focus on relationships.
- Processing address and endorsement changes
- Responding to billing questions
- Sending policy documents
- Updating client contact info in your AMS
CRM & Data Organization
Clean AMS data keeps renewals, quotes, and reporting accurate. A VA can help keep records current and organized behind the scenes.
- Keeping AMS records up to date
- Organizing client files
- Cleaning up duplicate or outdated records
- Preparing weekly book-of-business reports
Sales Development & Outbound (SDR)
Producers shouldn’t spend their best hours prospecting. An SDR-focused insurance VA can fill the top of your funnel — building lists, running your approved outreach, qualifying inbound leads, and putting booked appointments on your producers’ calendars.
- Building and cleaning prospect lists
- Running your approved outreach sequences
- Qualifying inbound leads against your criteria
- Booking appointments on producer calendars
- Following up on unsold and stalled quotes
- Logging every touch in your AMS or CRM
- Reactivating lapsed and lost accounts
- Cross-sell and round-out outreach on existing books
Set up the right way. Your VA handles prospecting and appointment setting — quoting, advising, and binding stay with your licensed producers. You define the scripts, the contact rules, and the do-not-call list, and your VA works inside them.
Why Insurance Agencies Choose Velocity Assistants
Pre-vetted & insurance-trained
Screened and tested before placement, trained for agency operations — not generic admin.
Dedicated VA matching
You work with one assistant — not a rotating pool.
Replacement support if needed
We handle matching again if something isn’t right.
Flexible without full-time payroll
Get recurring support without the overhead.
How It Works
Be as involved as you want — we handle the matching, vetting, and onboarding so you get a dedicated assistant with minimal effort on your end.
Book a free strategy call to discuss your needs
We pull from our vetted talent pool
You interview and approve your match
Your dedicated VA joins your team