Indispensable Virtual Assistants for
Insurance
Trusted by thousands of companies around the world
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Virtual Assistant For Insurance Agencies
In today’s fast-paced insurance industry, staying organized, efficient, and responsive to clients’ needs is critical. At CallDeals, we provide Insurance Virtual Assistants (VAs) to help you streamline your agency’s daily operations, reduce overhead costs, and improve customer satisfaction. Our dedicated VAs are experts in handling the administrative tasks that often slow down business growth.
By outsourcing your routine tasks to a virtual assistant, you can focus more on client relationships and business expansion.
Insurance virtual assistants can assist in managing
Open Enrollment assistance, FNOL and emergency support, Claims processing and tracking, Dedicated customer care and policy guidance, Lead generation and appointment scheduling, Product, technical, and compliance support
What an Insurance Virtual
Assistant can Do For You?
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Customer Service
Customer Service
First Point of Contact: Handle inbound calls, emails, and chats from prospects and clients—providing quick, accurate, and empathetic responses.
Payment, Renewal & Cancellation Handling: Manage overdue payments, policy renewals, and cancellations with professionalism and client care.
Claims Filing & Tracking: Assist clients with filing claims—including FNOL intake—and monitor progress, coordinating between clients, adjusters, and carrier systems.
Policy Document Management: Update and maintain the agency’s database, ensuring customer records and policy information are accurate and current.
Application Review & Verification: Review applications for new policies or renewals, verify client-provided details, and ensure completeness before processing.
Administrative & Operational Support
CRM & AMS Maintenance: Keep tools like AMS360 or Applied Epic current with accurate client and policy data, facilitating seamless workflows.
Document Organization: Prepare, format, and send documents such as certificates, quotes, endorsements, and compliance paperwork.
Scheduling Coordination: Book and confirm appointments for quotes, policy reviews, or follow-up calls, syncing with agents’ calendars and sending reminders.
Reporting & Research Support: Assist with generating KPI, renewal, and compliance reports, as well as policy research and market analysis.
Marketing Assistant
- Campaign Creation & Management: Design and schedule email newsletters, social media posts, and online ads to promote insurance products and strengthen brand presence.
- Content Development: Write engaging blog posts, client stories, case studies, and policy summaries to educate prospects and showcase expertise.
- Social Media & Website Maintenance: Maintain consistent brand voice through daily posts, responses to comments, and website content updates.
- Lead Nurturing & Analytics: Execute drip email campaigns, monitor engagement metrics, run A/B testing, and report on campaign performance.
- Event & Webinar Support: Assist with planning, promotion, registration processes, and follow-up for webinars and community events.
Inside Sales (Insurance)
- Cold Calling & Lead Outreach: Proactively contact expired leads, referrals, and website inquiries to spark interest and introduce services.
- CRM Management & Lead Tracking: Efficiently update CRM records, track interactions, segment leads, and maintain a robust pipeline.
- Lead Qualification & Appointment Setting: Qualify prospects using scripts, overcome objections, and book appointments for agents.
- Sales Support & Reporting: Create proposals, assist in sales calls, follow up with leads, and provide insightful conversion reports.
- Customer Engagement: Deliver responsive, friendly support to nurture prospect relationships until agents step in.
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Get started
Hire an Insurance Virtual Assistant
with CallDeals today.
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Book a personalized strategy session
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Onboard & Integrate Seamlessly
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Frequently Asked Question
An Insurance Virtual Assistant is a highly trained professional who provides remote administrative support specifically tailored to the needs of insurance agencies. They are skilled in handling a wide range of tasks that are critical to your agency’s operations, from processing Certificates of Insurance (COI) to managing claims and renewals. Insurance VAs are equipped with industry-specific knowledge, enabling them to work efficiently with the tools and software that insurance agencies rely on, such as AMS 360, Applied Systems, Hawksoft, Ezlynx, QQ Catalyst, Better Agency, and more.
Choosing CallDeals means working with a team that’s dedicated to providing high-quality administrative support for your insurance agency. Here’s why you should partner with us:
- Dedicated Support: Our VAs work exclusively for your agency, providing personalized and consistent support.
- Expert Integration: We’re proficient with industry-leading tools like AMS 360, Applied Systems, Hawksoft, Ezlynx, and QQ Catalyst to ensure seamless integration with your processes.
- Increased Efficiency: Our VAs help streamline workflows, reduce administrative burdens, and allow your team to focus on high-value tasks.
- Scalable Solutions: Whether you need one VA or a full team, we provide flexible support that grows with your business.
- Cost-Effective: Outsourcing administrative tasks to our virtual assistants reduces overhead costs while increasing your bottom line.
24/7 Urgent Call Handling: From First Notice of Loss (FNOL) to roadside assistance, we ensure swift, attentive responses.
Claims & Customer Care: Support clients through claims, handle policy questions, follow-ups, and tech/product assistance.
Open Enrollment Help: Provide accurate guidance and smooth assistance during critical enrollment periods.
Lead Generation & Appointment Scheduling: Generate new leads, book consultations, and manage calendars efficiently.
Administrative Support: Handle data entry, document and policy management, billing, appointment scheduling, and general client communication.
Research & Compliance: Conduct policy comparisons, market research, compliance audits, and maintain systematic records.
No—CallDeals’s insurance virtual assistants are not licensed insurance agents.
They specialize in providing administrative support, customer service, claims processing assistance, lead management, and general support duties within insurance agencies.
If your operations require tasks that can only be performed by a licensed agent—such as providing formal advice, quotes, or policy issuance—you’ll need to pair them with qualified, licensed personnel to remain compliant with industry regulations.
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