You built the book. The COIs came with it. Keeping up with them doesn’t have to mean another salary on the agency’s payroll.
A VRA assistant takes the admin load off your producers and CSRs, so your licensed team spends its day with clients.
COI requests, renewal prep, AMS data entry and the client emails that pile up behind them. A VRA virtual assistant takes the admin load off your producers and CSRs so your licensed team can spend its day with clients. Built for independent agencies across Texas and Florida, with Spanish–English bilingual assistants at the same flat rate.
In a small agency the admin doesn't wait for a quiet week. A contractor needs a COI before he can get on a job site. Renewals are coming up and the exposure updates aren't in. An endorsement request is sitting in someone's inbox, the AMS has three versions of the same client, and the paperwork that came back from the carrier still hasn't been filed.
That work lands on whoever is closest to it: usually a CSR who is also answering the phone, or a producer who should be out writing business. A VRA assistant takes the unlicensed admin off your team for a flat monthly rate, so your licensed people get their hours back for the work only they can do.
VRA assistants cover the administrative workload inside an independent agency — COIs, renewals, AMS data entry, client service and marketing support — with a hassle-free process from search to onboarding.
Each assistant we place has come through our screening, a mandatory 4-week, instructor-led training program and a final evaluation before touching client work. In our latest intake, 1,800 applications produced 16 graduating assistants, or 0.89% of our latest applicant cohort. Training covers scheduling and database management, document preparation, e-signature workflows and client communication. Your agency's insurance-specific workflows are learned with you, and we commit to 90% proficiency in your systems within 5 business days of starting with you.
Matching starts with a Needs Assessment we walk through together on your consult, a breakdown of where your agency actually needs help. From there, candidates are screened with a DISC Assessment and a Keller Personality Assessment for workplace culture and fast-learning ability. If your clients speak Spanish, we can match you with a Spanish–English bilingual assistant at the same flat rate.
Support continues after your assistant starts, with check-ins at 14, 30, 60 and 90 days. If a check-in surfaces a skill your agency needs, we train your assistant in it. If your assistant isn't the right match for your workplace culture, we swap in a different VA at no extra cost.
One published monthly rate for reserved hours, with no tiers and no upcharge for industry specialization. VRA carries a $1 million Errors & Omissions insurance policy.
A VRA insurance agency assistant handles the administrative workload behind your book, under the direction of your licensed staff. For the service-account side in detail, here is how policy checking, endorsements and renewal prep actually get worked.
Marketing material is prepared for your approval and makes no statements about coverage, rates or carrier terms.
Spanish-speaking clients? A bilingual assistant can handle client email, document collection and follow-up in Spanish or English, at the same rate.
Insurance is a licensed business, and agencies are right to be careful about who talks to clients about coverage. Here is exactly where the line is drawn. The same question comes up with software, and we wrote it up separately: which AI tools are worth running in an agency, and which work is better delegated to a person.
VRA virtual assistants provide administrative and operational support under the direction of your agency. When a client asks a coverage question, the assistant routes it to your licensed staff and keeps the file moving on the admin side. Access and permissions are determined by your agency and are subject to your carrier agreements, E&O requirements, and your security, confidentiality and compliance procedures.
Agencies answer to carriers and their E&O provider for who touches client data. Here is exactly what VRA does, stated plainly.
Each VRA assistant’s identity is verified against a government-issued photo ID on a live video call as part of onboarding, and the name on that ID is matched to their application and payment records.
VRA will sign your non-disclosure agreement on request.
Assistants work inside the AMS and portals you already use, on access you provision, scope and can revoke. Nothing is exported to a separate platform.
VRA carries a $1 million Errors & Omissions insurance policy.
Book a call and we’ll walk through your Needs Assessment together, live on Zoom. You meet the assistants yourself and choose.
Book a call to discuss what your agency needs. We’ll walk through your Needs Assessment together.
Meet carefully selected VAs that match your needs and choose your best fit.
We handle the hiring and onboarding. Once you select your VA, they can start within 24 hours of selection.
“He’s helped me make sure things that have been falling through the cracks no longer fall through the cracks, and keeping me honest on everything that I have going on. He’s a stellar guy, on the ball. Couldn’t be more happy.”
Pricing doesn't change with your industry or the size of your agency: no tiers, no upcharges, one flat rate for reserved hours, not a per-task menu.
What a VRA assistant does in an independent agency, where the licensed-work line sits, and what it costs.
A VRA insurance agency virtual assistant handles the administrative side of your agency: certificates of insurance (COIs), renewal prep and reminders, follow-ups with clients and carriers, data entry into your agency management system (AMS), endorsement processing paperwork, scheduling, client service email, and gathering quote information and applications from clients. Some agencies also use their assistant for marketing and social media. The assistant works under the direction of your licensed staff, who keep all licensed work.
Quoting, selling, binding, advising on coverage and interpreting a policy all stay with your licensed producers and account managers. Your assistant works the admin around them. When a client asks a coverage question, the assistant routes it to your licensed staff and keeps the file moving on the admin side.
Yes. Your assistant works inside the AMS and carrier portals your agency already uses, such as Applied Epic, AMS360, HawkSoft or EZLynx, on access you provision, scope and can revoke. What access is appropriate is set by your agency, subject to your carrier agreements and E&O requirements. Your assistant arrives knowing how to work client records, notes and follow-up tasks, learns your agency's insurance-specific workflows with you, and we commit to 90% proficiency in your systems within 5 business days of starting with you.
Yes. Agencies use their assistant for social media management, renewal and cross-sell email campaigns, review requests, referral follow-up and client newsletters. Marketing material is prepared for your approval and makes no statements about coverage, rates or carrier terms, so the work stays on the administrative side of the line.
Yes. If your clients speak Spanish, we can match you with a Spanish-English bilingual assistant at the same flat rate, with no bilingual upcharge. The assistant can handle client service email, document collection, follow-ups and scheduling in whichever language your client prefers.
Assistants come through screening, a mandatory 4-week, instructor-led training program and a final evaluation before they start client work. In our latest intake, 1,800 applications produced 16 graduating assistants, or 0.89% of our latest applicant cohort. Matching is based on your Needs Assessment, and candidates are screened with a DISC Assessment and a Keller Personality Assessment for workplace culture and fast-learning ability. Identity is verified against a government-issued photo ID on a live video call during onboarding.
$1,500 a month for a full-time assistant (40 hours a week) or $800 a month for a part-time assistant (20 hours a week). Flat rate, invoiced on the 20th of each month, with no setup fee, no overage charges and no upcharge for a bilingual assistant, subject to applicable agreement terms.
Part-time exists for exactly this. Agencies with a handful of staff often have enough COIs, renewals and AMS cleanup to fill 20 hours a week well before they can justify another salary. $800 a month covers 20 hours a week with your own named assistant, and moving up to full-time later books your assistant's whole week to you.
VRA trains virtual assistants across industries — explore what a VA looks like for your line of work.