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Virtual Assist Pros

Your Success, Our Liberty to Serve.

Insurance Virtual Assistant

We specialize in providing end-to-end insurance virtual assistance with over a year of experience from personal lines to commercial, life, and health insurance. Our team ensures your operations run smoothly while maintaining accuracy and compliance.

🏥 Why Choose Virtual Assist Pros

  • Virtual assistants with over a year experience in insurance.
  • Skilled in AMS tools like HawkSoft, AgencyZoom, Applied Epic, AMS360 (by Vertafore), QQCatalyst (by Vertafore), EZLynx,

    NowCerts and a lot more depends on what our clients are using.

  • Do Outbound Calls, Customer Service, Appointment setting and cold calling.
  • Seamless client communication and support.

🏡 Personal Insurance Support

  • Respond to client inquiries, process endorsements, and send proof of insurance.
  • Prepare renewal lists, assist in quoting, and update management systems (HawkSoft, AMS360, EZLynx).
  • Record and track claims, updating clients on progress.
  • File policy documents, update CRM, and send welcome emails for new policies.
  • Provide dependable support for auto, home, renters, condo, and umbrella policies.

🏢 Commercial Insurance Support

  • Collect business details, complete ACORD forms, and compare carrier proposals.
  • Prepare renewal applications, verify exposures, and track premium changes.
  • Maintain client files, upload signed forms, and ensure COI accuracy.
  • Manage COI requests, renewal reminders, and assist clients during audits.
  • Provide reliable back-office support for GL, Property, WC, Auto, and E&O policies.

💖 Life Insurance Support

  • Gather client information, schedule medical exams, and submit life insurance applications.
  • Track underwriting progress, request additional requirements, and keep clients informed.
  • Handle beneficiary updates, process in-force illustrations, and assist with payment tracking.
  • Support agents with organized case documentation and timely client communication.

🏥 Health Insurance Support

  • Gather census data, compare plan options, and assist with quoting and applications.
  • Prepare renewal spreadsheets, support open enrollment, and manage plan updates.
  • Resolve billing discrepancies, verify coverage details, and escalate claim issues when needed.
  • Maintain accurate policy records and assist clients with benefit inquiries.

Ready to Scale Your Business?

Let Virtual Assist Pros handle the tasks while you focus on growth.

Schedule a Free Consultation