Small insurance agencies face unique challenges in managing daily operations while competing with larger firms. Remote insurance virtual assistants offer an affordable, scalable solution that helps small agencies thrive without the overhead of full-time employees.
Why Small Agencies Need Remote Virtual Assistants
Running a small insurance agency means wearing multiple hats. Remote virtual assistants provide dedicated support for back-office tasks, allowing you to focus on client relationships and business growth.
Services Our Virtual Assistants Provide
Our dedicated insurance virtual assistants handle:
- Processing Certificates of Insurance
- Quote Summary & Proposal Preparation
- Document Indexing & Filing
- Loss Run Processing
- Policy Checking & Policy Servicing
- Billing & Accounts Receivable
- Renewals Processing & Managing Renewal Lists
- New Business Setup
- Claims Processing & Follow-Up
- Data Entry & Data Management
Industry Tools Expertise
Our VAs are proficient in AMS 360, Applied Systems, Hawksoft, Ezlynx, QQ Catalyst, Better Agency, and more.
VA + AI Hybrid Model
Along with dedicated virtual assistants, we provide:
- AI Executive Assistant – manages emails and daily communications
- AI Social Media Manager – creates and posts content across platforms
- AI Blog Writer – writes SEO-optimized blogs
- AI Sales Assistant – handles outbound email outreach
FAQs
How much can small agencies save?
Small agencies typically save 70% compared to hiring in-house staff.
Are VAs dedicated to my agency?
Yes, our virtual assistants work exclusively for your agency.
Contact Virtual Nexgen Solutions today to transform your small agency operations!
