Industry · Insurance
More policies written. Less time on admin.
Insurance VAs handle policy documentation, CRM management, client follow-ups, and quoting support — so you focus on growing your book of business.
12%
average increase in retention rates reported by agencies using a dedicated follow-up VA
4 hrs
per day spent by insurance agents on tasks that could be handled by a trained VA
$902
bi-weekly for a full-time Insurance VA vs. $3,500+ for a local hire
Who this is for:
- Independent agents
- Insurance brokers
- P&C agencies
- Life insurance producers
COMMON CHALLENGES
Why Insurance professionals hire a VA
Policy documentation backlog
Certificate requests, renewals, and compliance filings pile up when there's no one dedicated to handling them.
Missed renewal follow-ups
Renewals that slip through the cracks mean lost revenue — a VA keeps every renewal on the calendar.
CRM neglect
Leads go cold and clients churn when the CRM isn't maintained consistently.
Quoting delays
Gathering applicant data and preparing submissions takes time that should go toward closing.
VA services for insurance
The right VA for every role in your business
Insurance VA
Policy docs, CRM, renewals, qouting, client follow-ups
Administrative VA
General admin, data entry, and client communication
Marketing VA
Lead gen, social media, and email campaigns
Executive VA
Calendar, inbox, and broker admin support
Frequently asked questions
Common questions from Insurance clients
Do your Insurance VAs know agency management systems?
Yes — our VAs are trained on common AMS platforms including Applied Epic, Hawksoft, EZLynx, and AgencyZoom. We onboard them to your system during setup.
Can a VA handle both CRM management and client calls?
Yes. Many of our Insurance VAs are multi-skilled and can handle both inbound/outbound calls and back-office CRM work at the same hourly rate.
Are your VAs familiar with P&C, health, and life products?
Our VAs receive insurance-specific training covering core product categories. We match candidates to your specific line of business during sourcing.
Ready to hire a VA for your Insurance business?
Book a free 30-min consultation. We'll match you within days.
Pricing
Part-time (4 hrs/day)
$11.50/hr
$506/bi-wk
Full-time (8 hrs/day)
$10.25/hr
$902/bi-wk
$375 one-time setup fee · Dedicated account manager included
The VA Hub by the numbers
