Scale your Business with our Insurance VA
With our pool of hand-picked talents, you can get 2 steps ahead of the competition and scale your insurance business today like no other. Do it better, bolder, and swifter, all while integrating our cost-efficient solution — investing in an insurance virtual assistant.
Rest assured that your insurance virtual assistant has got all the basics covered from general administrative tasks such as data entry in your AMS/CRM, email, calendar and CRM system management, underwriter warm transfer, scheduling appointments, and phone reception to more complex and industry-specific tasks such as pipeline management, payment processing, preparing insurance quotes and certificates for clients, endorsement processing, telemarketing cold leads, preparing new venture and renewal quotes, online marketing, industry and competitor research, and so much more.
Multi-sector
P&C, health, life, commercial
97.46%
Client Retention For April 2026
Trusted by: Insurance agencies and independent brokers across the United States
Insurance VA Services
We’ve got a pool of skilled virtual assistants in all things insurance! We can ensure you a more optimized website and social media accounts with rich SEO, more seamless underwriter warm transfers, and more efficient and organized business processes. Our insurance VAs are also skilled in operating various insurance software, including EZLynx, RingCentral, TurboRater, and more.
We will only introduce you to candidates who have passed through in-depth training and consultation with key experts. We value your time and money; therefore, we’ve gone the extra mile to ensure that all our endorsed talents are the best of the best, so you won’t have to worry about hiring mediocre services. You deserve no less than the best value for your money.
Policy & Documentation Specialist
- Policy entry & updates
- Renewal reminders & tracking
- Certificate of insurance requests
- Claims documentation
- Compliance file maintenance
Client Relations Assistant
- Inbound & outbound follow-ups
- Quote request processing
- Client onboarding support
- Retention call scheduling
- Referral program management
CRM & Data Manager
- Agency CRM maintenance
- Lead pipeline tracking
- Data entry & cleanup
- Reporting & analytics
- Prospect list building
Quoting Support Specialist
- Quote request data gathering
- Carrier comparison research
- Application form preparation
- Submission coordination
- Follow-up on pending quotes
Ready to hire a Insurance VA?
Book a free 30-min consultation. We'll match you within days.
Pricing
Part-time (4 hrs/day)
$11.50/hr
$506/bi-wk
Part-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
97.46%
Client retention, April 2026
0.44%
VA acceptance rate
2,525+
Lifetime clients served
9 yrs
In business
How It Works
Our selection process ensures that you get the best Insurance Virtual Assistant who was carefully chosen among thousands of applicants, nurtured by trainers, and empowered by managers who know how to make your real estate business successful at the most affordable hourly rate.
1
Sign Up
Our Business Advisors can help you put together a job description that fits your current real estate business model.
2
Consultation
Let our Business Advisors know your set-up so we can introduce you to the right person for the job.
3
Sourcing
Our team will pool only the best candidates based on the skill profile your real estate business needs.
4
Interview
After short-listing from the initial list of profiles, we will assist you in interviewing the most fitting candidates for the job.
5
Hiring
The final decision comes from you. After selecting your Insurance VA, your account will be assigned to a manager who will be your main point of contact for VA concerns.
