Insurance Virtual
Assistants
Free your producers to sell. A dedicated insurance VA handles policy admin, quoting support, and client follow-up in your agency management system.
AI-trained LATAM talent • Your time zone • Up to 80% less than US hires
What does an insurance virtual assistant do?
An insurance virtual assistant supports agencies and brokers with the back-office work behind every policy: processing applications and endorsements, preparing quotes, following up on claims, managing renewals, and keeping your agency management system current.
Producers earn when they're selling and advising — not chasing paperwork. An insurance VA absorbs the administrative load so your team spends its time on clients and new business instead of data entry and follow-up.
WiseVAs insurance assistants are pre-vetted LATAM professionals experienced in agency workflows and tools like Applied Epic, EZLynx, and HawkSoft, and trained in AI — so admin moves faster and more accurately.
Insurance tasks to delegate
Policy administration
Processing applications, endorsements, and changes accurately in your AMS.
Quoting support
Preparing quotes and gathering carrier information so producers can present fast.
Renewals management
Tracking renewal dates, preparing paperwork, and prompting timely outreach.
Claims follow-up
Coordinating claims status updates and keeping clients informed.
CRM & data entry
Keeping client records, documents, and pipelines current and organized.
Client communication
Handling routine client requests, certificates, and document collection.
Why hire your insurance VA through WiseVAs
Producers stay selling
Offload admin so your licensed team focuses on advising and writing business.
AMS-fluent
Experienced in Applied Epic, EZLynx, HawkSoft, and other agency platforms.
AI-accelerated accuracy
Trained in AI and automation tools that reduce errors in policy and data work.
Up to 80% cost savings
Dedicated agency support at a fraction of the cost of a local hire.
Why founders trust WiseVAs
"Every candidate WiseVAs sent me was already pre-screened. It saved me hours — I only interviewed the best options."
"WiseVAs has a fantastic operation. It helped me find a killer director — they have high-level hiring practices."
Ready to delegate the busywork?
Tell us what you need off your plate and we'll match you with a pre-vetted, AI-trained LATAM virtual assistant — usually within days.
Book a Free Discovery Call →