Industry Virtual Assistant

Hire Insurance Virtual Assistant from India

Insurance agencies and brokers run on speed and accuracy—quotes, renewals, endorsements, certificates, follow-ups, and claims coordination. An Insurance Virtual Assistant from India helps you offload high-volume policy servicing and back-office tasks, so your licensed team can focus on sales, advisory conversations, and relationship building.

We support global clients hiring an Insurance VA, Insurance Agency Virtual Assistant, or Insurance Administrative Assistant to handle servicing workflows, client coordination, CRM upkeep, documentation, and reporting—under your SOPs and access controls.

  • Administrative support only (no insurance advice, no underwriting decisions)
  • Renewals, endorsements, COIs, policy documents & follow-up tracking
  • Timezone-aligned coverage for global agencies
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Renewals
Reminders, follow-ups & pipeline tracking
Servicing
Endorsements, changes & certificates
Claims
Coordination, status logs & follow-up queues
CRM
Clean records, tasks & activity logs
Hire Insurance Virtual Assistant from India for policy administration, claims support, renewals, data entry and reporting – MVAIndia
Starting from $5/hour (depending on scope)
✔ Policy Servicing Support
✔ Call/Email Support (Templates)
✔ Managed VA Continuity
Ideal Fit

Who Should Hire an Insurance Virtual Assistant?

If your agency is overloaded with servicing work, follow-ups and documentation, an Insurance VA improves turnaround and responsiveness without adding local overhead.

Agencies

Independent Insurance Agencies

Offload servicing, renewals coordination and back-office tasks so producers can sell.

Brokers

Insurance Brokers

Keep clients responsive with structured follow-ups, documentation, and tracking.

Commercial

Commercial Lines Teams

Support COIs, endorsements, submissions packaging and follow-up tracking under your SOPs.

Personal

Personal Lines Teams

Handle high-volume servicing, renewal reminders and customer coordination efficiently.

MGAs

MGAs / Program Administrators

Support operations with inbox routing, documentation routines and reporting.

Lean Teams

Small Teams Scaling Fast

Add reliable execution capacity without full-time local hiring commitments.

Benefits

Benefits of Hiring a Virtual Insurance Assistant

Improve client experience and operational speed while freeing licensed staff to focus on revenue-generating activities.

Speed

Faster Servicing Turnaround

Handle endorsements, COIs and policy document requests quickly using structured queues and templates.

Retention

Higher Renewal Retention

Consistent reminders and follow-ups reduce lapses and improve client retention.

Accuracy

Cleaner Records & Fewer Errors

CRM hygiene and documentation routines reduce mistakes and internal rework.

Focus

More Time for Producers

Licensed staff spend less time on admin work and more time on advising and closing.

Scale

Scale Without Fixed Overhead

Add capacity during renewal seasons and growth spikes without long-term hiring risk.

Visibility

Better Pipeline Visibility

Track open requests, renewal stages, claims follow-ups and outstanding documents with reporting.

Services

Insurance Virtual Assistant Services

Administrative and coordination workflows delivered under your SOPs and tools. We do not provide insurance advice, underwriting decisions, or licensed broker activities.

Renewals

Renewals Coordination & Follow-Ups

Renewal checklists, reminders, document collection, and renewal pipeline tracking.

Servicing

Policy Servicing Support

Track endorsements, changes, cancellations and reinstatements with clear logs and handoffs.

COI

COI Coordination

Manage COI requests, compile required details, and route approvals per your process.

Claims

Claims Follow-Up Coordination

Maintain follow-up queues, log statuses, request missing documents and prepare updates for your team.

Docs

Documentation & Policy Packets

Organize policy documents, prepare client packets, and maintain file naming conventions.

CRM

CRM Updates & Data Quality

Update contacts, policies, tasks, notes and activity logs to keep records accurate.

Inbox

Email & Inbox Management

Sort, tag, route, and respond using templates while escalating exceptions to licensed staff.

Submissions

Submissions Packaging Support

Compile required information and documents for submissions under your checklist and carrier requirements.

Reports

Operational Reporting

Weekly reporting on renewals, open requests, claims follow-ups and documentation backlogs.

Scope guardrail: Administrative and coordination support only. No insurance advice, no underwriting decisions, and no licensed broker activities.
Capabilities

What an Insurance Virtual Assistant Can Do

Beyond admin—Insurance VAs can support day-to-day servicing, improve follow-ups, and keep your pipeline organized under your SOPs.

Client Support

Inbound/Outbound Client Servicing

Call answering, email/chat responses (templates), customer callbacks, and appointment scheduling.

Quotes

Quote Prep & Comparisons

Collect required info, prepare quote requests, organize responses, and package proposals for producer review.

Payments

Payment Reminders & Unpaid Premium Follow-ups

Send reminders, follow up on missing documents, and track outstanding items using your scripts.

Claims

Claims Intake & Status Coordination

Capture initial claim details, maintain follow-up queues, and coordinate carrier updates per your process.

Retention

Retention & Customer Success Support

Renewal touches, review requests, and service check-ins using approved templates and schedules.

Back Office

Back-Office Processing

Data entry, file organization, task lists, and weekly operational reporting.

Scope guardrail: Administrative and coordination support only. No insurance advice, no underwriting decisions, and no licensed broker activities.

Improve Servicing Speed Without Hiring Locally

Share your lines of business, workflows, tools, and hours/week. We’ll recommend a pilot or dedicated Insurance VA setup aligned to your SOPs.

Request Free Consultation View VA Capabilities
Process

How It Works

A structured onboarding approach for insurance workflows—so delegation is predictable and measurable.

01

Define Tasks & Guardrails

We map tasks to delegate (renewals, COIs, claims follow-ups, CRM) and confirm what must remain with licensed staff.

02

SOPs, Templates & Access

You share SOPs, scripts, templates and access rules. We follow role-based permissions and escalation paths.

03

Pilot & Stabilize

Start with a pilot to validate turnaround time, quality and reporting—then standardize the workflow.

04

Operate & Improve

Weekly check-ins, KPI reporting and continuous refinement for speed, consistency and accuracy.

Engagement

Engagement Options

Flexible models based on servicing volume, coverage needs and process maturity.

Pilot

Pilot Engagement

Start small to validate workflows, turnaround times and reporting. Ask about a pilot/trial setup for renewal season.

Dedicated

Dedicated Insurance Virtual Assistant

Best for recurring servicing tasks, renewals coordination and CRM upkeep.

Scale

Multi-VA Coverage

For agencies needing higher throughput, multi-line operations or extended coverage windows.

FAQs

Insurance Virtual Assistant FAQs

Common questions from agencies and brokers hiring offshore support.

What is an Insurance Virtual Assistant?

An Insurance VA supports administrative and coordination tasks like renewals tracking, policy servicing requests, documentation, CRM updates, customer follow-ups and reporting.

Do you provide insurance advice or underwriting decisions?

No. Our VAs provide administrative support only. Advice, underwriting and licensed activities remain with your licensed staff.

Can an Insurance VA help with renewals?

Yes. VAs can manage renewal reminders, follow-ups, document collection, checklists and renewal pipeline tracking under your SOPs.

Can you support COI requests and policy document coordination?

Yes. VAs can coordinate COI requests, compile required details and manage documentation workflows based on your approvals process.

Can a VA follow up on claims?

Yes. VAs can maintain follow-up queues, log statuses, request missing documents and prepare updates for your team.

Can an Insurance VA answer calls and handle client inquiries?

Yes. Under your scripts and templates, a VA can answer calls, respond to emails/chats, schedule appointments, route requests, and escalate exceptions to licensed staff.

Can an Insurance VA help with quote preparation and comparisons?

Yes. A VA can collect required information, prepare quote requests, organize responses, and build comparisons for producer review—following your SOPs and access rules.

Can an Insurance VA support payment reminders and unpaid premium follow-ups?

Yes. VAs can send renewal/payment reminders, follow up on missing documents, and track outstanding items to reduce lapses.

Can we start with a pilot?

Yes. A pilot is recommended to validate workflows, turnaround time and reporting before scaling.

Contact

Request a Free Consultation

Share your lines of business, tools, servicing volume and coverage needs. We’ll propose the right Insurance VA model.

We respond within 24 business hours.