An insurance virtual assistant handles quoting, policy renewals, endorsements, certificates of insurance and AMS data entry for an agency. Producers get their selling time back. At MyRemoteVA, a full-time insurance VA costs $899 a month.
An insurance virtual assistant does the service work that eats a producer's day. Insurance is one of the steadiest VA searches in the US, and for good reason. Agents are paid to sell, yet most of their week goes to renewals, endorsements and paperwork.
All three can be handed to an insurance VA while producers keep the client relationship.
What an insurance virtual assistant handles
- Running quotes across carrier portals for your review.
- Working the renewal list 60 to 90 days out.
- Processing endorsements and address changes.
- Issuing and tracking certificates of insurance.
- Keeping records clean in your agency management system.
- Following up on new leads until they are ready to quote.
Policy renewals: stop losing clients at the finish line
Late policy renewals cost agencies more clients than almost anything else. An insurance agency virtual assistant works the renewal list early. They flag rate jumps, prepare remarketing and book review calls, so you talk to the client before a competitor does.
Certificates of insurance, handled same day
Commercial clients need certificates of insurance fast, often for a job starting tomorrow. An insurance VA can issue and track them the same day, which keeps contractors happy and your phone quiet.
Insurance VA vs. hiring another CSR
A local customer service rep costs a full salary plus licensing and benefits. An insurance VA covers much of the same unlicensed service work for $899 a month full-time. Licensed tasks, like binding coverage or giving advice, stay with your licensed staff.
How to start
Pick one workflow, such as renewals or certificates. Write down your steps. Let your VA run it for two weeks, then add the next workflow. The hiring checklist walks through the setup.
Give your producers their selling time back. See the insurance VA service or start for $1.
Frequently asked questions
What does an insurance virtual assistant do?
Quoting, policy renewals, endorsements, certificates of insurance, AMS data entry and lead follow-up for agents and agencies.
Can an insurance VA work in my agency management system?
Yes. Our insurance VAs work in systems like Applied Epic, HawkSoft, EZLynx and AgencyZoom, plus carrier portals.
How much does an insurance VA cost?
From $5.62/hr on a full-time plan ($899 a month), $500 a month part-time, or $33 for a 3-hour block.
What is doing this yourself costing you?
Doing it yourself: $2,165 a month of your time.
The same hours at our $12/hr pay-as-you-go rate: $520. Dedicated plans start at $5.62/hr.
Simple maths from the numbers you enter. It assumes a VA can take on those hours.
Start for $1Written by the MyRemoteVA team. Search-trend figures come from Google Trends. Prices shown are our current plans. Last updated September 25, 2026. Questions or corrections? Contact us.
Insurance Agencies
An insurance virtual assistant for quotes, renewals, policy changes, certificates and client service, so producers spend their time selling.
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