Competent, Hand-Curated Virtual Assistants AVAILABLE NOW

INSURANCE AGENCY VIRTUAL ASSISTANTS

Insurance Agency Virtual Assistants working in an insurance office.

Learn How A 15 Million dollar agency has over a 97% retention using our Insurance Agency Virtual Assistant Program.

The idea of hiring a virtual assistant might be totally new to you, so to give you a better understanding of why so many insurance agents are choosing virtual assistants over traditional employees, let’s explore exactly what a VA might be able to help you with. 

Improve your retention on your P&C book without having to pay $15+/hr

In 3 easy Steps:
1. VAs do the re shop by prepping the quote and emails to be sent
2. Agents review prior to presenting the new policy
3. VA finalizes the process chasing the outstanding documents.

Our Insurance Agency Virtual Assistants are great at:

  • Quoting 
  • Remarketing at renewal
  • Telemarketing 
  • Receptionist
  • ID cards
  • Mortgagee change requests
  • Closing Documents
  • COIs
  • EOIs
  • General Data Entry
  • Processing Payments
  • Calling underwriting 
  • CRM data management

* It is important to verify with your local DOI that they can use a virtual assistant for tasks prior to hiring one. 

Lava Automation can provide you with top tier virtual assistants for your insurance agency who will work tirelessly to give you what you need and help you maximize the reach and profits of your insurance agency.

Book a demo today to see how Lava Automation can help you find a personalized solution to fit your needs.

So why hire a Virtual Assistant?

More Time​

If you're like more Agents you're wearing 50 hats and your staff should be focusing on their KPIs, which means there are a ton of tasks that get left undone each day that you literally can't afford to get done.

Reduce Operating Cost​

Do more without paying more. Starting at $8/hr, you can afford to hire a handful to grow your agency and fill in the gaps that have been neglected for years.

Increase Efficiency​

Having VAs fill the gaps in your processes means that you can actually speed up your internal sales engine. Agents can double their quoting capacity with a VA helping them prepare quotes and chase closing docs and still find time to update internal sales reports.