Virtual Assistants for Insurance Agencies
Our VAs are experienced in the insurance environment and can support your agency with tasks like renewal follow-ups, data entry into agency management systems, certificate processing, claims intake coordination, and inbound customer service. Because Remote Services Team was founded by an independent insurance agency owner, we don’t just understand your workflows. We’ve lived them. That means less training time and more immediate impact for your agency from day one.
Tasks Our VAs Handle for Insurance Agencies
Renewal & Policy Management
Stay ahead of expirations with proactive 30/60/90-day renewal outreach, updated application collection, policy change processing, and renewal summaries that keep producers focused on selling.
Certificates of Insurance
Fast, accurate COI processing through your existing AMS: Epic, EZLynx, HawkSoft, and more. Our VAs can handle additional insured requests, auto-cert workflows, and expiration tracking so your CSRs aren’t buried in certificate queues.
Client Communication & Service
Responsive inbound and outbound support that keeps your book of business happy. Our VAs have clear English Communication skills that are well equipped to handle billing questions, coverage confirmations, policy update requests, and new client onboarding.
Claims Coordination
From first notice of loss to claim closure, Our VAs can manage intake, carrier follow-up, adjuster communication, and client updates so nothing falls through the cracks during critical moments.
Back-Office & Administrative
Support AMS data entry, document filing, loss run pulls, surplus lines filings, producer pipeline reporting, and more. The behind-the-scenes work that keeps your agency running efficiently.