Ever wondered why turning to virtual assistants for insurance companies is a smart move? Insurance virtual assistants (VAs) can handle a variety of tasks to streamline your operations and enhance customer satisfaction. They manage everything from administrative duties to client communications, allowing your team to focus on core activities.
Here’s what an insurance virtual assistant’s job description might look like!
With the right virtual assistant, your insurance company can operate more efficiently and provide better service to your clients.
To help you find the ideal (and affordable) insurance virtual assistant (VA), we've curated a carefully vetted list. Our selection criteria include:
Here are 10 websites where you can find specialized virtual assistants for insurance companies:
Leverage Assistants is a white-glove virtual assistant staffing company. The company was founded by Stephen Turban, a serial entrepreneur and McKinsey alum (his last company was bootstrapped to 8-digits revenue) and it focuses on picking 1% talent globally and then training you to delegate to them effectively. Leverage is highly selective for applicants - selecting less than .2% of its applicants who apply.
Leverage Assistants match businesses with flexible, college-educated competent offshore talent. Most of Leverage’s talent are in the Philippines or South Africa. Leverage is known for its high quality of talent and its delegation training for founders.
The service however is not as on-demand as other virtual assistant companies like Upwork (placement times are 2-4 weeks), and the service often includes a waitlist for interested founders, Leverage only provides full-time virtual assistants.
InBoss specializes in accounting and bookkeeping, with a focus on servicing clients who need their insurance financial business needs met. Their insurance VAs offer administrative accounting services, general bookkeeping, financial statement preparation, and other insurance related accounting solutions.
We chose this website for you because their insurance VAs undergo intensive training in the basics of property and casualty insurance. They can seamlessly integrate into your daily business operations.
However, a potential con is that it’s a matching platform, so finding the perfect VA might take some time.
We Are Eureka is a U.S based company that provides a range of VA services including Insurance Virtual Assistants. Their insurance VAs can help with processing evidence of insurance, policy checking, data entry, claims and audit follow up and much more.
We chose this website for you because their VAs are well trained and have industry specific experience. Their starting packs include VAs who work on your schedule.
However, a potential con is that upgrading your VA to a full-time basis isn't always possible, as it's handled on a case-by-case basis.
The VA Hub offers Filipino Virtual Assistants whose Insurance VAs are skilled in operating various insurance software like EZLynx, Ring Central, TurboRater, and more. Their insurance VAs offer a range of services like insurance telemarketing, customer service calls, online and social media marketing, and administrative support.
We selected this website for its highly skilled Filipino staff, ideal for businesses seeking expertise in local and contextual knowledge.
A potential drawback is the one-time initial setup fee of $275, which could be slightly steep as an initial payment for some medium and small businesses.
20four7VA provides reliable virtual assistant services globally, serving over 3,000 clients across various industries, including eCommerce, healthcare, and finance. Their insurance VAs are ideal for small-to-medium-sized businesses, handling a range of services such as insurance claims processing, policy management, customer support, administrative support, compliance updates, tracking payment discrepancies, and more.
We chose this website for you because of its high Trustpilot score and extensive number of insurance VAs. An advantage of this website is that they implement various security measures to protect client data and privacy.
A potential con is that if you're looking for U.S.-based VAs, this isn't the right choice, as most of their staff is from the Philippines.
Agency VA provides bilingual and globally based virtual assistant services across the US. They have partnered with 100 insurance carriers nationwide. Their insurance VAs are equipped to handle a variety of tasks, including insurance claims processing, policy renewals, customer support, administrative duties, compliance monitoring, and managing client inquiries.
We chose this website for you because it started as an insurance agency before expanding into VA services, making them thought leaders in the insurance industry.
An advantage of Agency VA is their comprehensive vetting and training process, which ensures you get a highly skilled and reliable assistant.
A potential con is that their services might be more expensive due to the comprehensive vetting and training process, which could be a concern for businesses with tighter budgets.
Patra is a global insurance VA company that has been in the business for the last 18 years and. They work with premier technology to make workflows more efficient and optimum.
We chose this website for you because of their industry level expertise and tech-enabled processes.
One potential downside is that since it's a matching platform, it may take some time to find the perfect VA.
EVA’s virtual assistants specialize in the insurance industry, offering a range of tasks including insurance telemarketing, insurance lead generation, insurance mail campaign management, and insurance social media management.
We chose this website for you because of their pay-as-you-go model, which allows you to avail yourself of only the insurance agent virtual assistant services you need.
However, since it’s a global office with VAs from India, the Philippines, Colombia, and Bolivia, this might not be the right fit if you are specifically looking for US-based VAs.
Fiverr is a prominent platform for freelancers, providing a wide variety of options for hiring VAs proficient in insurance-related duties. These insurance VAs excel in services such as policy administration, claims processing, handling client inquiries, and ensuring regulatory compliance.
We recommend Fiverr for its extensive selection of insurance VAs, ensuring you can find an assistant tailored to your insurance business needs.
One potential drawback is as Fiverr freelancers operate independently, there might be a lack of consistent support or oversight compared to hiring through a dedicated VA service agency.
This website specializes in remote insurance services like customer service, SEO/digital marketing, social media marketing, bookkeeping and back office support.
We selected this website for its highly skilled South African staff, ideal for businesses seeking expertise in local and contextual knowledge.
While they claim affordability, the absence of a public quote makes us unsure about their fees, which could be a deterrent for businesses looking for clear pricing plans.
Founded by serial entrepreneurs, Leverage Assistants is a white-glove service that helps you find 1% assistants and then teaches you how to build leverage with them. If you're interested in a strategy session to learn how to use an assistant, click here.
Stephen is one of the founders of Lumiere and a Harvard College graduate. He founded Lumiere as a Ph.D. student at Harvard Business School. Lumiere is a selective research program where students work 1-1 with a research mentor to develop an independent research paper.
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