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We Automate the Repetitive and Staff You for the Rest

The insurance agency outsourcing partner that handles your virtual assistants, automation, and IT so your team stays focused on growth.

The Back Office Outsourcing System Built for Insurance Agencies

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.

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Move Admin Work Off Your Team’s Plate

 Your 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. 

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Automate the Work That Slows You Down

Custom workflows route your leads, trigger your follow-ups, and keep your CRM current automatically. Your pipeline moves without constant manual oversight.

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Keep Your Client Data Secure Without the Overhead

 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.

Virtual Assistants Selected and Trained for Your Systems

 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.

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Automation Built Around Your Workflows

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.

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Industry-Leading IT and Security Services

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.

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Industries We Serve

 

Ready to Invest in the Systems Your Business Needs to Grow?

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.

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