We filter through thousands of applicants to find the best insurance virtual assistant, train them on your tools and workflows after hire, and stay involved after onboarding. You get a capable, embedded team member without the overhead.
Vetted Talent: We only accept the top 1% of applicants. Every insurance virtual assistant clears our full vetting process before you meet them.
Post-Hire Training on Your Systems: Your insurance virtual assistant is trained on your specific tools, workflows, and expectations after hire.
Enterprise-Grade Security: Every virtual assistant operates within our security infrastructure from day one. Your data is protected.
Ongoing Performance Management: We provide ongoing coaching and training so your virtual assistant is supported for the long haul.
Dedicated Lava Support: You have a direct line to our team, so you never have to manage this alone.
Handle new business quotes, gather missing info, and support re-marketing workflows inside your existing systems.
Update records, log activities, organize client data, and keep your pipeline accurate and current.
Send reminders, schedule calls, and follow up on outstanding applications or payments, so nothing gets missed.
Manage documents, monitor inboxes, request signatures, and chase down carriers or lenders when needed.
Free up licensed staff to focus on selling while your insurance virtual assistant handles admin, prep, and post-sale service.
Your insurance virtual assistant can support campaign coordination and post to social media to keep your brand active.
Over $4 billion in annual premium runs through Lava's systems. Your insurance virtual assistant takes the back office off your team's plate so your producers can focus on what actually grows your book.
Every virtual assistant for insurance agency operations works within our SOC 2 certified security infrastructure. Your client data is protected from day one.
A Lava virtual assistant returns 15 to 20 staff hours to your team every week. Agencies see up to 25% new business premium growth in year one when those hours go back into selling.
A 30-minute call with our team to walk through your workflows and identify where an insurance virtual assistant fits inside your agency.
We build a clear, step-by-step strategy around your specific goals, workflows, and existing systems. No generic templates and guesswork.
We handle the training and system integration so your virtual assistant starts delivering value fast.
Work with your dedicated Lava reps to refine and expand your plan over the next 12 months. Your insurance virtual assistant evolves as your agency grows.
We keep pricing straightforward and aligned with results. Every insurance virtual assistant starts at $14 to $15 per hour. Recruitment, training, security, and ongoing support are included. You pay for the hours. Nothing else.
Ross Bennett, VP at Heaton & Bennett Insurance
Kim Matthews, Owner, Associated Insurance Services
Andy Goetz, Founder, LTC Specialists
We want every client to succeed. That’s why we work best with agencies who are ready to commit to the systems, structure, and support that drive long-term results.
You're looking for short-term help with no interest in long-term process improvement.
You want an Insurance Virtual Assistant who comes fully trained without your input or involvement.
You’re unwilling to adopt new tools or invest time in optimizing your agency's workflows.
You’re looking to grow your team with highly capable support, without the overhead of U.S.-based hires.
You have repeatable tasks a licensed agent shouldn’t be spending time on.
You want an insurance virtual assistant provider that vets, supports, and manages talent beyond the initial hire.
Training starts on day one and ramps up fast. The first 60 days are structured and intensive, ensuring your insurance virtual assistant becomes productive quickly. Ongoing coaching and real-time support continue after onboarding so your virtual assistant keeps improving as your agency grows.
Virtual assistants handle a wide range of tasks including quoting support, follow-ups, data entry, email outreach, CRM updates, and back office administration. The one line we do not cross: anything that requires a license. That includes binding coverage, discussing policy details, or giving insurance advice. Licensed work stays with your licensed staff.
Lava takes security seriously. We have completed our SOC 2 Type 1 certification and are actively undergoing SOC 2 Type 2. Every virtual assistant for insurance agency operations works within a security infrastructure built with compliance in mind to protect your agency and client data at every step.
We believe informed clients make the best decisions. That’s why we share the strategies, systems, and lessons that are driving real results in the field.