Insurance Virtual Assistant for Agencies

Yes. Our VAs are trained across major AMS platforms including Applied Epic, Hawksoft, EZLynx, and AgencyZoom. They can process renewals, update client records, generate certificates of insurance, and manage your pipeline within your existing system.

Your VA receives the request (via email, portal, or phone message), generates the COI in your AMS, verifies all information is correct, and delivers it to the requester, all within the same business day. They flag any requests that require your review or a policy change before issuing.

VAs can handle inbound inquiry calls, service requests, and follow-up calls, but we recommend keeping licensed-required activities (coverage advice, binding) with your licensed staff. VAs excel at the administrative and communication layer that surrounds those interactions.

All our VAs sign comprehensive NDAs and follow strict data handling protocols. We recommend role-based AMS access so your VA only has permissions relevant to their tasks. This is standard practice and consistent with how most agencies manage remote staff.

A trained Filipino VA costs a fraction of a local admin hire in most US cities, and most agency owners see a return within the first 30 days from improved renewal retention alone. Book a free discovery call for a custom quote.