5 Benefits of Hiring an Insurance Virtual Assistant

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As an insurance agent, you have many things to manage. You need to process claims and help customers with their questions. It can be tough to keep everything organized and running smoothly.

There are tools that can help you run your agency better, but a virtual assistant is the best option. They can do a lot of tasks to make your business more efficient. It’s important to know why using a virtual assistant is beneficial. In this article, we will look at five important advantages of hiring an insurance virtual assistant and how they can help your agency.

But first, let’s start with…

What is a virtual assistant and when should you get one?

A virtual assistant is not a regular employee of the company they work for. They are usually independent contractors  or employees of an agency that lends them to another company. But their work is very important.

Virtual assistants do tasks that are repetitive and take up a lot of time. These tasks are necessary for the business to run smoothly, but most people don’t like doing them. Some virtual assistants also have special skills that would take other employees a long time to learn.

Here are some signs that you might need a virtual assistant:

  • You have trouble keeping up with leads and clients.
  • There’s not enough time in the day to finish everything.
  • You have a lot of smaller tasks that don’t need a full-time employee.
  • The tasks need to be done over and over, and machines or software can’t do them.
  • You spend a lot of time on tasks that need specialized skills.

What work can virtual assistants help you with?

  • Data entry
  • Inbox management
  • Processing payments
  • Lead follow-up
  • Download policy information
  • Send client appreciation gifts & notes
  • Appointment setting
  • Pipeline management
  • Quote preparation
  • Customer service
  • Research coverage options
  • Manage calendars

Top 5 benefits of having a virtual assistant in your insurance agency:

Save Resources

When you hire an insurance virtual assistant, it can save your agency a lot of money. Instead of hiring full-time employees, you choose a virtual assistant who works remotely. This helps you lower costs because you don’t have to pay salaries, benefits, or other expenses associated with having employees in an office. You also don’t need to provide office space, equipment, or resources for them, which saves even more money.

Stay On Top of Important Tasks

Running an agency involves many tasks that require a lot of time and focus. A virtual assistant is really good at handling these tasks. They have special knowledge and can do important things like organizing and managing data. They make sure everything is accurate and mistakes are avoided. They’re skilled at keeping your data together and up-to-date, and they also do other important tasks that help your business run smoothly and keep your customers happy.

Build Relationships Authentically

It’s really important for an insurance agency to have good relationships with customers and underwriters. This means paying close attention to details and communicating with them on time. A main job of an insurance virtual assistant is to make sure customers are at the right stage of the process. They keep a careful eye on each customer’s progress, so nobody gets left behind or faces delays. They also make sure that underwriters have all the information they need to approve customers quickly.

Simplify Policy Changes

Changing customer policies can be tricky and take up a lot of time. But an insurance virtual assistant is great for making this process smoother. They know how to simplify things for both the customer and your agency. They can quickly become experts at using insurance company websites and carefully gather all the necessary information from customers to make policy changes.

Filter Communication

Dealing with lots of phone calls and emails can be overwhelming. But don’t worry, an insurance virtual assistant is there to help you stay organized. They make sure you can focus on important things and reply to messages on time. They are good at sorting incoming communication, putting important messages first and getting rid of ones that aren’t important. They can also answer common questions for you. By taking care of regular messages, they give you more time and energy to work on bigger and more important tasks.


As explained in this article, using a virtual assistant can help you save money, make tasks easier, stay organized, and communicate better. Schedule a call with us at StartVirtual to talk about how our virtual assistant services can help your insurance agency grow. Our team will be happy to give you more information on how our services can make your life easier and help your agency thrive.

Schedule Your Call Today


Brina McNally

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