Insurance Virtual Assistants who keep your book growing.
Quote prep, renewals, COIs, carrier portals and client service — handled by a dedicated, supervised, AI-trained VA, so your producers sell while the service work runs itself.
Producers should produce.
Instead they're doing service work.
Renewals slip through the cracks
Every lapsed policy is lost revenue and an E&O worry — but chasing renewal docs eats the hours that should go to selling.
COI requests never stop
Certificate requests land daily and clients expect same-day turnaround — each one interrupts higher-value work.
Carrier portals devour the day
The same client data entered into portal after portal — slow, repetitive and exactly where errors creep in.
One dedicated VA. Your entire service desk.
Trained across agency workflows — supervised daily in our office, meticulous with policy data. Licensed activities stay with your producers; everything around them comes to us.
Quote Preparation Support
Client data gathered, applications completed and carrier portals entered — quotes ready for your producer's review.
Renewals Management
Renewal lists worked 60–90 days out, documents chased and every policy touched before it lapses.
COI Processing
Certificate requests handled same-day per your agency's procedures — holders tracked and records kept clean.
Claims Follow-Up Support
Claim statuses tracked with carriers, documents collected and clients kept informed throughout.
Carrier Portal Data Entry
Applications, endorsements and changes entered accurately across your carrier portals.
Client Onboarding & Policy Docs
Welcome packets sent, policy documents delivered and files complete in your AMS from day one.
AMS & CRM Management
Client records, activities and notes kept current in Applied Epic, EZLynx or your system.
Lead Follow-Up
Every inquiry answered fast, appointments set for producers and follow-up sequences run to quote.
Email & Calendar
Producer inboxes triaged, appointments scheduled and routine correspondence handled.
Payment Reminders
Premium due dates tracked and friendly reminders sent — cancellations for non-payment prevented.
Cross-Sell Campaign Support
Monoline lists segmented and outreach campaigns drafted with AI — rounding out accounts, one policy at a time.
Agency Reports
Renewal pipeline, quote activity and retention summarized weekly with AI — your book at a glance.
Tools your VA already works in.
The AI advantage: one VA, triple the output.
Every Tasks Expert insurance VA is certified in ChatGPT, Claude AI and automation tools — so routine service work runs faster, and some of it runs itself.
ChatGPT Expert
Client comms, outreach & summaries at speed
Claude AI Expert
Proposals, SOPs & long-form agency content
Automation Pro
Zapier & Make workflows for renewals & reminders
AI Design Tools
Canva AI client materials & campaign creatives
From first call to first task in under 24 hours.
Tell us about your agency
Free call — lines of business, AMS, team size, and where the pressure is highest.
We match insurance specialists
Pre-vetted, AI-certified VAs experienced in agency workflows, within hours.
You interview & approve
Only the VA you approve joins. Not the right fit? We re-match for free.
Your service desk runs itself
Briefed on your procedures, embedded in your AMS, delivering from day one.
Plans from $99/month · effective rates from $4.5/hr
Every plan includes a dedicated AI-trained VA, the Workspace App, a Customer Success Manager, free replacement and a 3-day free trial — no credit card required.
Insurance VA questions, answered.
Let producers produce.
Tell us about your agency and your book — we'll match you with an AI-trained insurance VA who already knows the workflow.
No credit card · VA in 24 hours · Free replacement guarantee · Cancel anytime