Scale Faster With Dedicated Insurance Virtual Assistants
Transform your insurance business with professional virtual support that handles customer service, administrative tasks, and sales processes while you focus on growing your agency. Our insurance-trained VAs deliver exceptional results at a fraction of in-house costs.
Support Services That Our Insurance Virtual Assistants Offer
Customer Service & Support
Inbound Phone Support
Outbound Phone Support
Inquiry Handling
Claims Assistance
Claims Status Updates
Scheduling Appointments
Back-Office & Administrative Tasks
CRM/AMS Management
Email Management
Quote Preparation
Calendar Management
Claims Processing
Data Entry
Endorsements and Evidence
Certificates of Insurance
Policy Renewals
Proposals Preparation
Policy Cancellations and Pending
Documentation Support
ACORD Forms Management
Sales & Lead Management
Lead Generation
Telemarketing
Lead Qualification
Appointment Setting
Follow-Up Communication
CRM Management
Industry-Leading Expertise
Our insurance virtual assistants are trained to work with leading insurance tools, AMS systems, and CRMs your agency already uses.
More Services We Can Help With
Beyond core insurance tasks, our virtual assistants provide specialized support to help your agency thrive in today’s competitive marketplace.
Marketing
Grow your agency’s online presence with strategic content and targeted lead-generation campaigns.
Social Media Management
Content Moderation
Lead Generation
Bookkeeping
Stay on top of your financials with expert help.
Accounts Payable & Receivable
Payroll Processing
Tax Preparation
Website Development
Create and maintain a professional online presence that attracts and converts insurance prospects.
Website Creation
SEO
Website Management
Save More, Grow Faster
Maximize efficiency while reducing expenses with our expert support.
reduction in operational expenses while maintaining premium quality service for your insurance clients.
Payroll Costs
Employee Benefits
Equipment Overhead
Office Space
service level agreement compliance ensures consistent, reliable support across all insurance processes.
Faster Response Times
Fewer Errors
Consistent Delivery
Daily Task Coverage
Why Choose ezyteams?
We help insurance agencies scale with trained, affordable, and reliable virtual assistants.
Fully Managed
We handle the entire process, from recruitment and training to ongoing management, so you can focus on your core business.
HIPAA Compliant
Our virtual assistants are trained and operate in compliance with HIPAA regulations, ensuring data privacy.
97% Retention Rate
Benefit from our high employee retention rate, ensuring consistent support and valuable experience within your team.
Highly Skilled
Access college-educated professionals with excellent English fluency and specialized skills in the insurance sector.
All Time Zones
Extend your coverage and support across any region with virtual assistants working in your preferred time zone.
Flexibility
Easily scale your support team up or down as your business needs change, without long-term contracts.
Start Working with Us in 3 Easy Steps
Get your insurance virtual assistant quickly and hassle-free.
Step 1:
Schedule Free Consultation
Discuss your agency’s needs with our consultants to identify how our services can benefit you.
Step 2:
Interview Pre-Screened Experts
Evaluate candidates selected for your agency, ensuring they align with your culture and requirements.
Step 3:
Onboard
We manage integration details, enabling your new assistant to become productive immediately.
Step 1:
Schedule Free Consultation
Discuss your agency’s needs with our consultants to identify how our services can benefit you.
Step 2:
Interview Pre-Screened Experts
Evaluate candidates selected for your agency, ensuring they align with your culture and requirements.
Step 3:
Onboard
We manage integration details, enabling your new assistant to become productive immediately.
What Our Clients Say
Hear from insurance agents who transformed their businesses with us.
Since hiring a virtual assistant from ezyteams, my agency’s efficiency has skyrocketed. They handle claims and client calls flawlessly, allowing me to focus on sales. Highly recommend!
Andy
Insurance Broker
The back-office support has been a game-changer. My VA manages renewals, CRM updates, and lead follow-ups. It’s like having an in-house team.
Rebecca B.
Agency Owner
Outstanding service! My virtual assistant is proactive, detail-oriented, and knows the insurance industry inside out. ezyteams delivered exactly what we needed.
David R.
Independent Agent
FAQs
Get answers to common questions about our insurance virtual assistants.
What is an insurance virtual assistant?
An insurance virtual assistant is a remote professional specializing in insurance-related tasks, including customer service, policy management, claims processing, and administrative support. They help agencies operate efficiently without the cost of full-time hires.
Are insurance VAs licensed agents?
No, our virtual assistants provide administrative and customer support but do not hold insurance licenses. For licensed tasks, ensure compliance by involving a licensed agent in your team.
Do I get a dedicated virtual assistant?
Yes! You can hire part-time or full-time VAs who work exclusively for you. We match you with the best candidate based on your needs, ensuring consistency and rapport.
Are they trained in the insurance industry?
Absolutely. Our VAs receive specialized training in insurance processes, terminology, and software. They adapt quickly and align with your agency’s workflows.
What if I’m not satisfied with my VA?
We offer replacements at no extra cost. Interview multiple candidates, and if your chosen VA isn’t the right fit, we’ll find you a better match.
How do VAs handle confidential data?
Strict security protocols ensure HIPAA compliance and data protection. All client information is handled securely, with encryption and access controls in place.
Can VAs work in my time zone?
Yes! We provide 24/7 support, adjusting schedules to match your agency’s operating hours for seamless assistance.