Insurance Virtual Assistant ​

Hire your expert insurance virtual assistant to:

Grow your money with an insurance virtual assistant

Do You Lack Time to Focus on Your Core Functions? Or Are You Looking for Ways to Increase Your Profit?

Discover what an insurance virtual assistant is, why insurance companies are hiring VAs, and the benefits for these companies in terms of more time and increased profits!

What Is an Insurance Virtual Assistant?

A virtual insurance assistant or virtual insurance agent works remotely and is focused on the tasks of the insurance agency or agent. Virtual assistants, or VAs, perform virtual insurance services or functions for an insurance agency, such as marketing, administration, and prospecting services. In the insurance sector, these VAs can perform almost any job for you, and an in-house insurance assistant can complete it, but it costs you less.

"We have been extremely happy with the service and support we have received from the Aristo team the last couple of months. There have been times we have given the team projects with massive amounts of work, and the core team, with help from extra Aristo resources, has completed the entire research project by next morning. We have been to trade shows, and our VAs have reached out to people in advance and gotten us appointments that have lead directly to sales."
Craigh Pollak
Craig Pollak
SVP, Social Survey

Why Are Insurance Agencies and Independent Agents Hiring Insurance Virtual Assistants?

The insurance industry is centered around people and not paperwork. Insurance agents rely on Aristo Sourcing to find the best virtual insurance assistant or agent. So, ask yourself: 

  • Do you lack the resources for effective back-office support for your insurance agency?
  • Do you want to save time, focus more on your clients, and grow your business simultaneously?

To succeed, you need to innovate. Outsourcing your support staff will help you stay on track cost-effectively.

This insurance agent makes use of a virtual assistant

The Benefits of Hiring a Virtual Assistance Agent:

  • You are then free to focus on your core services and build relationships.
  • Your online assistant will help you manage your time-consuming back-of-office tasks, such as administrative work and clerical service, scheduling, conducting research, and collecting data quickly as you focus on building relationships.
  • Allowing you the time to provide your customers with royal treatment will boost your business and increase your revenue.
  • Your support staff will also help make your company more digitally savvy as they add additional skills.

Typical Tasks of a Virtual Insurance Assistant

A virtual insurance assistant can help with various insurance-related tasks, freeing up your time and potentially reducing costs. These tasks can include:

  • Administrative tasks: Data entry, scheduling appointments, managing emails and calendars, and organizing files.
  • Client communication: Answering basic client questions, processing payments, and handling appointment reminders.
  • Research and support: Research coverage options, prepare quotes, compile reports, and assist with marketing efforts.
Insurance Policy
Man Making A Call

How It Works​

Step 1: Tell us your requirements

Step 2: Receive an instant quote for your VA’s cost

Step 3: Onboard your VA

We’ve streamlined your hiring process, saving you 3-6 weeks!

Get an insurance virtual assistant.

Aristo Sourcing, a virtual office VA staffing solution and a  dedicated outsourcing company, can help your insurance agency with the perfect, qualified virtual assistant for your insurance company.

Hire your virtual insurance pro now to do your virtual insurance services remotely and transform your business today.

All you need to do is request a virtual assistant quote. Complete the form on this page or book your free consultation now

Frequently Asked Questions

What are the tasks an Insurance Virtual Assistant can do?

A virtual assistant task list consists of the following a VA can complete: 
  • Maximize your client relationship management (CRM) or associate management system (AMS)
  • Organization and lead management
  • Email management and marketing
  • Virtual reception service
  • Team concierge
  • Cold calling
  • Internal quote preparation
  • Tasks assistants can complete are not limited to only these. A virtual assistant tasks list can be more.

What is a virtual insurance agent?

Virtual insurance agents are tasked to sell customers various types of life, health, auto, disaster, and home insurance plans. Additionally, they would offer add-ons to existing coverage.

How can I grow my life insurance business?

There are five key ways to get more clients for your insurance business:

  • Find your niche market. This will help you when you create your marketing strategy.
  • Start by networking within your community.
  • You will need to prospect daily.
  • You can partner with other professionals.
  • Work on your leads.

Are virtual insurance assistants available 24/7?

Not all insurance VAs are available 24/7. Many insurance companies and agencies offer extended customer service hours, including evenings and weekends, to accommodate their customers' schedules. A virtual staffing agency and assist with a plan to ensure that you have VAs available 24/7 or at least cover different time zones. 

Are virtual insurance assistants able to handle complex insurance issues?

Indeed, VA agent is trained to handle various insurance-related tasks, such as complex issues. For instance, a virtual life insurance agent will have a solid knowledge of life insurance policies. Still, an insurance assistant may also work closely with experienced insurance agents or other professionals to ensure customers receive accurate and helpful information.

The Ultimate Outsourcing Guide:

Aristo Sourcing Dark Yellow

Looking to Build a Remote Team?

Get FREE Consultation.