Insurance Virtual Assistants
BuildaStrongerInsuranceAgencyWithoutHiringLocally
Whether you need customer service, policy servicing, endorsements, quoting support, lead follow-up, or administrative tasks, our dedicated Insurance Support Professionals become a seamless extension of your agency, helping you grow faster while reducing overhead.
Book a Free Consultation→Supporting 500+ insurance agencies across the U.S.
100% dedicated to your agency
Start working with your VA within 24 hours
Reclaim 20+ hours every week
Experienced Insurance Professionals, Ready to Help
Every assistant is carefully selected, insurance-trained, and supported by experienced managers to become a seamless extension of your agency.
Insurance-Trained Professionals
Insurance-experienced virtual assistants trained in quoting support, customer service, policy servicing, endorsements, renewals, and lead follow-up.
Dedicated to Your Agency
Your assistant works exclusively with your agency, learning your workflows, systems, and processes to become a true extension of your team.
Save Time & Lower Costs
Grow your agency while saving up to 70% compared to hiring locally, without sacrificing quality, communication, or reliability.
Services
EverythingYourAgencyNeeds
From customer service and policy servicing to quoting, lead follow-up, and administrative support, our insurance-trained virtual assistants help your agency run efficiently.
Policy Servicing
Process endorsements, renewals, cancellations, certificates, and policy changes quickly and accurately.
Learn more→Quoting & Follow-Up
Prepare quotes, follow up with prospects, and help turn more leads into clients.
Learn more→Admin Support
Handle CRM updates, scheduling, data entry, and other administrative tasks so your team can focus on growing your agency.
Learn more→MoreThanaVirtualAssistant.AnEntireInsuranceSupportTeam.
Every client is supported by more than one dedicated Insurance Support Professional. Behind every account is an experienced Insurance Team Manager, Dedicated Account Manager, Quality Assurance Team, and trained support staff committed to your agency's long-term success.
Dedicated Insurance Support Professional
Works exclusively with your agency, learns your workflows, and becomes a seamless extension of your team.
Insurance Team Manager
Provides ongoing coaching, quality assurance, performance reviews, and continuous support to ensure your dedicated team member performs at the highest level.
Dedicated Account Manager
Your dedicated account manager is your single point of contact for questions, requests, and ongoing support, ensuring everything runs smoothly.
Experienced From Day One
We never assign new hires directly to client accounts. Every dedicated Insurance Support Professional completes extensive training and gains real agency experience as a backup team member before earning their own dedicated account.
Quality Assurance Team
Our Quality Assurance team monitors calls, reviews performance, provides coaching, and helps ensure every client receives consistent, high-quality service.
Fully Equipped & Ready to Work
We provide the computer, headset, phone system, backup internet, and complete technical setup. Your agency simply provides access to your CRM and agency software. We handle the rest.
Trustedby500+InsuranceAgenciesNationwide
From independent agencies to growing multi-location firms, insurance professionals across the U.S. trust Unleash Your Team to provide reliable insurance support that scales with their business.
Verified Google Review
“OurVAhasbeenahugeassettoouragency.”
Yvonne is efficient, organized, and learns quickly. She has given me more time to focus on serving clients, and I highly recommend Unleash Your Team.
RLB III
Process
How It Works
Getting started is simple. We'll match you with an experienced Insurance Support Professional, handle onboarding, and provide ongoing management so your agency can focus on growth.
Discovery Call
Meet with our team so we can learn about your agency, workflows, goals, and support needs.
Meet Your Match
We'll match you with an experienced Insurance Support Professional who best fits your agency and culture.
Onboarding
We onboard your team member to your systems and workflows so they can begin supporting your agency in as little as 24 hours.
Ongoing Support
Your Insurance Support Professional is backed by experienced management, QA, account support, and trained backup coverage.
FAQ
Frequently Asked Questions
Everything you need to know about hiring an insurance-trained virtual assistant.
Most agencies are fully onboarded in as little as 24 hours after selecting their Insurance Support Professional.
ReadytoGrowYourAgency?
Book a free discovery call to learn how an insurance-trained virtual assistant can save your agency time, reduce overhead, and help you grow.
Start the Conversation
Book a Free Consultation
Tell us about your agency and we’ll show you how an insurance-trained virtual assistant can save your agency time, reduce overhead, and help you grow.