The insurance agency outsourcing partner that handles your virtual assistants, automation, and IT so your team stays focused on growth.
Your producers should be selling. The back office work that keeps pulling them away from clients and new business is exactly what Lava is built for.
Book a Demo View PricingYour virtual assistant works inside your AMS and CRM to handle certificates, renewals, CRM updates, and follow-up sequences. You reclaim 15–20 hours per week within the first 30 days.
Custom workflows route your leads, trigger your follow-ups, and keep your CRM current automatically. Your pipeline moves without constant manual oversight.
Fully managed endpoint protection, email security, and around-the-clock threat monitoring under one SOC 2-certified partnership. Your technology stays protected so you stay focused on growth.
Every month, more than 4,000 people apply to become a Lava virtual assistant. Fewer than 50 advance to client interviews after passing communication assessments, written testing, background screening, and structured evaluation. Only the top 1% of applicants reach your agency.
Every virtual assistant completes a phased training program covering CRM fundamentals, advanced automation, systems mastery, and certification. They are trained on your specific tools and workflows so they arrive ready to handle your insurance agency back office outsourcing from day one.
You add a fully vetted, performance-ready team member with security and oversight built in.
Lava designs automation inside your existing AMS, CRM, and carrier systems to route leads, trigger follow-ups, and keep your data synced automatically. Every workflow is mapped to your process and tested inside your tools before it goes live.
This is insurance agency back office outsourcing built around how your operation actually runs.
Your operations move automatically, with visibility and control at every stage.
Lava deploys and manages a complete suite of enterprise-grade IT and cybersecurity tools inside your operation. Endpoint protection, identity and access controls, backup and recovery, phishing defense, and 24x5 user support are all included as part of your insurance agency outsourcing partnership.
Every tool is fully managed under one SOC 2-certified partnership, so your client data stays protected without your team managing a single vendor.
Your client data has a dedicated protector, and your team has one less thing to manage.
Insurance agencies run on relationships. When your licensed team is buried in certificates and CRM updates, revenue suffers. Lava's insurance agency outsourcing model takes the back office off their plate so your producers stay in front of clients and your book keeps growing.
Every new client deserves a seamless onboarding experience. Every back office task should have a dedicated owner. Lava designs automation and assigns trained virtual assistant support around your specific workflows so your operations stay organized.
Your workflows do not fit a template and your clients know the difference when they are handled by one. Lava maps your specific processes and builds solutions around them so your operation runs with the same precision your clients expect.
You want more capacity, consistent execution, and a back office that runs without your team managing every step. Lava is the insurance agency outsourcing partner that combines trained virtual assistants, custom automation, and fully managed IT to help you scale with clarity and control.
Mark Rodgers, CEO Trailstone Insurance Group
Jeanette Lawrenson, Florida Best Quote
Ryan Reynolds, Grimes Insurance Agency