Virtual Assistants for Insurance Agencies
Reduce admin load, speed change requests, and delight clients!
We provide trained insurance-focused virtual assistants who integrate with your workflows to cut paperwork, speed client responses, and free your producers for selling. Schedule a complimentary 30-minute consultation to map immediate savings and efficiency gains.
Why agencies switch to VA teams?
Insurance agencies partner with VA teams to accelerate growth and free their producers from repetitive admin work. Instead of getting stuck in back-office tasks, your team can focus on what matters most — sales, service, and client retention.
Our VAs integrate seamlessly into your workflows, helping your agency run faster, engage better, and scale smarter.
More time for producers to close new sales
Stronger client engagement through consistent follow-ups
Increased productivity across service and renewal tasks
With VAs handling admin-heavy tasks, your agents can dedicate their time to building relationships, prospecting, and driving new business opportunities.
VAs ensure no client slips through the cracks by managing touchpoints, renewal reminders, and cross-sell opportunities that keep your customers engaged and loyal.
From policy updates to data management, VAs streamline daily operations so your in-house team can operate efficiently and deliver faster client service.
Insurance-focused VA Services
Specialized assistants trained for insurance tasks: claims intake, support coordination, renewals processing, lead follow-up, and CRM hygiene — all with agency-grade confidentiality and SLA-driven delivery.
Claims & Intake Support
We triage and enter claims, standardize attachments, and flag urgent cases so adjusters and producers act faster — reducing average response time by measurable hours.
Renewals & Retention
Automated renewal reminders, cross-checks against carrier portals, and personalized outreach to keep your book intact and lower voluntary churn.
Lead Nurture & CRM Hygiene
Consistent follow-ups, contact enrichment, and pipeline cleanup that turn more prospects into appointments with tidy, actionable CRM data.
How onboarding works?
A simple, three-step onboarding process designed to get VAs productive quickly and safely while preserving your compliance and control.
Role matching
We handpick a VA whose background and skill set perfectly align with your agency’s specific needs—whether it’s renewals, quoting, billing, lead management, or customer support.
Discovery call
We set up a call with you and your matched VA to go over workflows, tools, expectations, and communication preferences—ensuring everyone’s aligned before the start date.
Live handoff
Once approved, your VA officially starts supporting your operations. We provide continuous monitoring and performance check-ins to ensure a smooth transition and consistent results.
Agency Success Story
“Before partnering with Local Insurance Staffing Solutions, our team was drowning in backlogs. Policy renewals, lead follow-ups, and client updates were constantly delayed because our agents were too busy handling calls and admin work.
Within just two weeks of onboarding our first VA through LISS, things turned around. Our new assistant quickly learned our quoting system and started managing renewals and billing tasks like a pro. Productivity went up, client response time improved, and our agents finally got to focus on selling again.
We’ve since expanded our team with two more VAs handling lead nurturing and change requests—and it’s been one of the best business decisions we’ve ever made. The process was seamless, communication was constant, and support from the LISS team has been exceptional.”
—Chester M., Agency Owner, BrightPath Insurance Agency
Frequently Asked Questions (FAQs)
What is a Virtual Assistant (VA)?
A VA is a remote professional who provides administrative, marketing, or operational support to businesses without being physically present in the office.
What services does your agency offer?
We provide virtual staffing solutions such as administrative support, customer service, data entry, email management, lead generation, marketing assistance, and industry-specific tasks (like insurance renewals, quoting, or CRM updates).
What makes your agency different from others?
We specialize in industry-focused VA solutions, rigorous screening, professional training, and client–VA matching to ensure productivity and long-term partnership.
How do I hire a VA?
You can schedule a consultation, discuss your needs, and we’ll recommend qualified candidates. Once you select your VA, we’ll handle onboarding and setup.
Can I interview the VA before hiring?
Yes. Clients can interview shortlisted candidates to ensure the right fit before final selection.
How do you ensure data privacy and confidentiality?
All VAs sign NDAs (Non-Disclosure Agreements) and follow strict data protection guidelines. We also use secure systems for file sharing and access.
Will the VA have access to my systems and accounts?
Only to the extent you authorize. Access can be managed through secure sharing tools and permissions.
Are your VAs trained for specific industries?
Yes. Our VAs receive specialized training (e.g., insurance, real estate, marketing) before deployment.
What kind of support can I expect after onboarding?
We provide ongoing client and VA support, regular performance check-ins, and assistance with process optimization.
Do your VAs have the necessary equipment and internet reliability?
Yes. Our VAs are equipped with professional-grade hardware, backup power, and reliable high-speed internet connections to ensure uninterrupted work.
Want to know more about us? Get in touch!
Local Insurance Staffing Solutions • Contact: [email protected] • Phone: 239-919-8991 • © 2025 Local Insurance Staffing Solutions, LLC